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Client Onboarding Questionnaire
Documents / Materials to Provide
Please provide what you already have. You do not need to create new documents for onboarding. If something does not exist or is not applicable, simply indicate that.
Pilot overview
Select status…
Uploaded
Will provide later
Does not exist
Not applicable
Pilot results/data
Select status…
Uploaded
Will provide later
Does not exist
Not applicable
Participant/client feedback
Select status…
Uploaded
Will provide later
Does not exist
Not applicable
Current organizational budget
Select status…
Uploaded
Will provide later
Does not exist
Not applicable
Pilot/program budgets
Select status…
Uploaded
Will provide later
Does not exist
Not applicable
Revenue information
Select status…
Uploaded
Will provide later
Does not exist
Not applicable
Current pitch deck
Select status…
Uploaded
Will provide later
Does not exist
Not applicable
Program/service descriptions
Select status…
Uploaded
Will provide later
Does not exist
Not applicable
Existing partnership/sponsorship materials
Select status…
Uploaded
Will provide later
Does not exist
Not applicable
Strategic/business plan
Select status…
Uploaded
Will provide later
Does not exist
Not applicable
Testimonials/stories
Select status…
Uploaded
Will provide later
Does not exist
Not applicable
Existing funder/prospect lists
Select status…
Uploaded
Will provide later
Does not exist
Not applicable
Existing conference/event lists
Select status…
Uploaded
Will provide later
Does not exist
Not applicable
Current nonprofit/partner relationships
Select status…
Uploaded
Will provide later
Does not exist
Not applicable
Upcoming funding opportunities/deadlines already identified
Select status…
Uploaded
Will provide later
Does not exist
Not applicable
Logo/Branding Colors
Select status…
Uploaded
Will provide later
Does not exist
Not applicable
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