# Client Onboarding Questionnaire

*A completed discovery questionnaire for a fictional product-launch engagement.*

**Client:** Atlas & Finch Homeware  
**Primary contact:** Morgan Lee - morgan.lee@atlasfinch.example  
**Studio lead:** Avery Chen - avery@northwind.example  
**Target launch:** 2026-10-19  
**Engagement:** E-commerce discovery and launch campaign  

## 1. Business context

**What outcome should this engagement create?:** Increase qualified product-page visits and give the internal team a reusable launch system for the autumn collection.

**How will success be measured?:** A 20% lift in collection-page engagement, 1,200 email sign-ups, and complete delivery of the reusable campaign toolkit.

**What is the main constraint?:** Photography is scheduled for 2026-09-08, so layouts must work with temporary product imagery until final selects arrive.

## 2. Audience and positioning

**Primary audience:** Urban renters aged 28-45 who want durable, compact homeware without a luxury price.

**Core promise:** Thoughtful everyday objects that fit smaller spaces and stand up to daily use.

**Proof points:** Five-year repair programme, FSC-certified packaging, modular sizing, and transparent material notes.

**Avoid:** Unverifiable sustainability claims, urgency-only copy, and imagery that makes products appear larger than their listed dimensions.

## 3. Scope and deliverables

- Campaign concept and message hierarchy
- Collection landing-page wireframe and final copy
- Six paid-social concepts in two aspect ratios
- Three-email launch sequence with subject-line variants
- Handoff guide with naming, accessibility, and measurement notes

## 4. Working agreement

**Decision owner:** Morgan Lee, Head of E-commerce

**Feedback cadence:** One consolidated review every Tuesday and Thursday by 15:00 ET.

**Communication:** Project board for decisions; email for approvals; video call only for kickoff and final review.

**Accessibility baseline:** WCAG 2.2 AA for colour, focus, structure, motion, and alternative text.

## 5. Kickoff checklist

- [ ] Contract and deposit confirmed
- [ ] Brand guidelines and font licences shared
- [ ] Analytics read-only access granted
- [ ] Photography folder and SKU list linked
- [ ] Legal reviewer and final approver named

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*Fictional completed sample. Replace the answers before using this questionnaire with a client.*