Start every client off clearly

A questionnaire to send before you start, and a welcome sheet for when they say yes. Both are ready to copy, download or print.

What kind of work do you do?

Questionnaire

Which questions?

Untick any you don't need, or move them up and down.

    Welcome sheet

    What happens next?

    Change, move or remove any step.

      Best way to reach you
      How quickly you usually reply
      More options
      What you need from them
        Key dates Optional
        Payment

        Everything happens on your device. Nothing is saved or sent anywhere.

        Preview
        Which document?
        thedigitaldrawer.co.uk