onboarding_questionnaire
Send a structured onboarding questionnaire email to collect client goals, assets, and preferences, minimizing back-and-forth and accelerating project start.
Instructions
Write the onboarding questionnaire email sent to a new client right after they sign the contract. Gathers everything you need to start work: goals, target audience, brand assets, access credentials, tone/style preferences, examples they like or dislike, key contacts, and approval workflow. Includes optional custom questions for project-specific needs. Avoids the back-and-forth that slows down project starts and sets a professional tone from day one. Does not count against your monthly draft limit.
Input Schema
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
| client_name | Yes | First name or full name of the client | |
| project_name | Yes | Name of the project | |
| due_date | No | Date by which you need the questionnaire returned (e.g. 'Friday 20 June', 'by end of week') | |
| kickoff_date | No | Planned project kickoff or start date — used to frame why the deadline matters | |
| access_needed | No | Specific access or credentials you'll need (e.g. 'CMS login, Google Analytics, brand asset folder') | |
| brand_assets_needed | No | Whether to ask for brand assets (logo, fonts, colours, guidelines) — defaults to true | |
| custom_questions | No | Any project-specific questions to append (e.g. 'Who is the primary approver for copy?', 'Do you have existing customer personas?') | |
| your_name | No | Your name for the sign-off |