Baaalance Design Co.

CLIENT ONBOARDING | 10–15 MINUTES

Welcome to Baaalance Design Co.

Thank you for choosing Baaalance Design Co.

This onboarding form helps us prepare for a smooth project kickoff, reduce back-and-forth, and gather the details we need to execute your branding, packaging, website, or marketing project with clarity.

01. Contact Information

Full Name

Company Name

Designation

Email Address

Phone Number

Website

Business Address

02. Project Details

Project Name

Project Type

Desired Launch Date

Brief Project Description

03. About the Business

What does your business do?

What products or services do you offer?

What makes your business unique?

How would you describe your brand in 3–5 words?

04. Project Goals

Primary objectives

Desired business outcomes

How will you define success?

05 · Target Audience

Who is the target audience? Include demographics, customer behaviors, and desired brand perception.

06 · Competitors & Inspiration

Key competitors

Brands you admire

Links to inspiration, moodboards, or references

07 · Brand Assets & Resources

Share existing logo files, brand guidelines, product photography, marketing materials, packaging files, content documents, and any other relevant assets.

08 · Design Preferences

Preferred colors

Colors to avoid

Preferred styles, styles to avoid, and mandatory visual requirements

09 · Additional Notes

12 · Final Confirmation

Before submitting, please confirm the details below so we can move into kickoff with shared clarity.

I confirm the information provided is accurate to the best of my knowledge.

I acknowledge project timelines depend on timely feedback, approvals, and asset delivery.

I confirm acceptance of the approved proposal and project scope.