Project onboarding

Welcome aboard. Let's set this project up to win.

Now that we're working together, we want to know everything that helps us deliver the best possible end result — your goals, your audience, your existing assets, and the logistics. Take 15–20 minutes. Skip anything that doesn't apply.

We'll save your progress as you go — come back anytime
01
Who we'll be working with

The people we'll talk to day-to-day.

02
Goals & success

What does winning actually look like?

The motivational stuff — the "why" that drives the work.
03
Audience & users

Who are we actually designing for?

04
Brand & voice

What we should keep, what we should evolve.

No need to send files here — we'll share a Google Drive folder during kickoff for you to upload logos, guidelines, photography, and any other source files.

05
What we're building

The structural and technical specifics.

We're asking about distinct templates, not total URLs. A blog with 100 posts is one template.

06
References

What's working out there — and what's not.

07
Accounts & access

The third-party accounts we'll need to touch.

Don't share passwords here. Once we kick off we'll send you a secure 1Password vault to share credentials safely. For now, just tell us what exists and where.

08
Logistics

The stuff that derails projects when we don't talk about it.

09
The ground rules

A few things we want to make sure we're aligned on.

We'll review everything and follow up within 1–2 business days with a kickoff agenda.