Client onboarding questionnaire
A questionnaire that gets everything you need before kickoff, so you don't chase it later.
Last tested 2026-10-19 Its example inputs were run through Claude Haiku 5.5, and an AI judge (Jev) scored the reply 72/100 for following the rules and doing the task.
That's today's free runs. Solo Pro, Founder, and SMB Team give you 100 runs a day, 1,000 checks a day, and batch runs for up to 50 contacts. New Solo Pro is $19 a month. People already on Pro stay at $15 a month or $100 a year. See plans. You can still use Open in ChatGPT, Claude, or Grok for free.
Fill in the required fields, then build your prompt.
Free. Run it here sends the prompt through our server to Claude and shows the draft on this page (5 runs a day free, 100 on a paid plan); we don't store it. Open in ChatGPT, Claude, or Grok sends the prompt to that tool instead. Sign in there first, or the prompt box may come up empty; if it does, use Copy and paste it in.
Example output
I wrote this by hand on 2026-10-19 from the made-up inputs below, to show what a good result looks like. Your results will vary, so read every draft before you use it.
Example inputs
- Your service: Website design
- What you always end up chasing: Logins, brand colors, photos, who approves things, deadlines
About your business
1. What's your business name, and what do you do in one sentence?
2. Who are your best customers?
Access
3. Who hosts your website, and can you share a login? (I need it to launch.)
4. Who manages your domain?
Brand
5. Do you have a logo file? Please upload it.
6. What are your brand colors? (Hex codes if you have them.)
7. Are there two or three websites you like? What do you like about them?
Content
8. Do you have photos we can use? Please upload them or share a folder.
9. Who's writing the text for the pages?
Decisions
10. Who gives final approval? (This keeps feedback from coming from five directions.)
11. How quickly can you usually reply to questions?
Timing
12. Is there a hard deadline? Why that date?
13. Any dates you'll be away during the project?AI drafts can be wrong. Check every fact, name, and number before you send anything. Prefer doing it by hand? Copy-paste version. Free: build prompts with no limit and 5 AI runs a day. A paid plan: 100 runs a day, 1,000 checks a day, batch runs for 50 contacts.
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