Sophie King

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Dubsado Client Onboarding Kit

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The best way to serve your clients is to be thoughtful about the ways you collect information from them; what should be in a questionnaire vs. in a conversation? What’s the right time in the process to ask those questions? This questionnaire covers everything that you should ask your setup clients BEFORE you ever get started on their project.


  • Onboarding Questionnaire which helps you: collect basic client brand information, collect information required to create Dubsado templates & artifacts, set context for your client as they consider their own client experience, and provides clear next steps for the client to build trust and authority
  • An email series designed to walk your client through the process step-by-step in a clear, digestible manner so that they are 100% on the same page with you and have clear expectations
  • Cait’s exact Dubsado DFY Onboarding workflow so that you can get a peek behind the curtain at the process that builds a 5-star client experience!


Your process for collecting the right information from your clients in the right ways and at the right time will help you build trust, authority, and happy clients!


  1. Online access to my live version of the Onboarding Questionnaire
  2. A one-click copy Dubsado Questionnaire
  3. A one-click copy Google Doc with email series that you can copy to your account to personalize before pasting into Dubsado
  4. A one-click copy Google Spreadsheet detailing my exact workflow

You will have access to all updates at the live link and may receive email notifications about these updates periodically.

Due to limitations in Dubsado’s functionality, you will NOT be able to download the form as a PDF. Instead, you’re purchasing access to the form content which you can copy and modify to fit your business as you manually recreate the form in your own Dubsado account. YOU ARE PURCHASING CONTENT ONLY FOR ALL OF THE ABOVE ITEMS. You WILL be able to one-click copy the form into your account without ANY design elements. The ONLY content that will copy is actual form content, NO design!


You might also be interested in the:

Implementation Kit

Offboarding Kit


Get the Onboarding Questionnaire, Implementation Questionnaire, and Offboarding Kit with a special discount!

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All products are meant to be used inside your own business and it is illegal to use them with other accounts, share, or redistribute them.

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