Client onboarding | FormEsque

01 · Business profile

Start with the company behind the workflow.

These details establish your company profile, default location, expected scale, and the customer experience your workspace should support.

Your nameWork emailPhone(optional)Company nameLegal company name(optional)Company website(optional)IndustryBusiness location / headquartersService areaPrimary time zoneWho do you serve?People who will use FormEsqueDocuments sent each monthA best estimate is enough.

02 · Team and access

Who does what, and who is allowed to approve it?

Your answers help us define team permissions and the business-specific handoffs that belong in your workflow.

Which roles need access?

OwnerFull business and billing controlAdministratorWorkspace and team administrationEstimatorBuilds scopes, quantities, and pricingSalesPrepares and follows proposalsOperationsSchedules and hands work offAccountingInvoices and payment recordsField teamJob details and on-site updatesCustomer serviceCustomer communicationOtherA role unique to your business

Permission rules(optional)Call out anything certain roles should be able to view, create, edit, send, approve, or delete.Internal approvals(optional)

03 · Current workflow

Walk us through the work from first inquiry to final record.

This becomes the foundation of the pipeline stages, dashboard priorities, automations, and customer handoffs.

What tools do you use today?(optional)What is the primary result you want from FormEsque?Describe the current process step by step

Where does the process break down?What would success look like?

04 · Documents and templates

Tell us what your team creates, sends, and keeps.

We’ll use this to plan reusable templates, business-specific fields, and the documents that move through the pipeline.

Which document types do you need?

Describe each important documentSecure link to sample documents(optional)Use a share link to redacted examples. Remove customer details, signatures, private tokens, and payment information.Document names and numbering(optional)

05 · Pricing and calculations

Show us how your numbers become a price, deposit, and balance.

This is where business-specific formulas belong. Spell out the rules, exceptions, and approvals your team currently carries in its head or spreadsheets.

How do you price work?

Line-itemSeparate labor, material, product, or service rowsFlat rateOne price for a complete service or packageUnit pricingPrice × quantity, footage, hours, or another unitPhase or milestonePricing and payments tied to project stagesTime and materialsActual labor and materials usedRecurringRepeat or subscription billingCustomBusiness-specific formulas or pricing tables

Calculations and pricing tablesExample: footage × material rate + labor + gates + permits, then calculate the deposit from the approved total.

Tax rulesDeposit rulesPayment terms and scheduleDiscounts and promotions(optional)

Change orders, revisions, and price overrides(optional)

06 · Customer experience

Define what the customer sees and what happens after every decision.

Customers should receive a focused experience while your staff keeps internal controls and the complete business record.

Customer, project, and job fields

What should customers be able to do?

Who signs, and what evidence is required?

How should documents reach customers?

Reminders and follow-ups(optional)Workflow stages and status labels

07 · Brand, systems, and launch

Finish with the experience you want us to deliver.

Brand direction and launch priorities help us distinguish what must be ready now from what can follow after your core workflow is proven.

Secure link to logo and brand assets(optional)Share logo files, fonts, and a brand guide if available.

Primary brand color(optional)Secondary brand color(optional)

Brand and interface directionVoice, terminology, and reusable copy(optional)

Which systems should FormEsque connect with?

Integration details(optional)Existing data or templates to migrate

Must be ready for launchIdeas for a later phase(optional)

Legal, regulatory, or retention requirementsTarget launch date(optional)A target, not a promise. We’ll confirm timing after review.

Anything else we should know?(optional)I confirm this brief contains business-level setup information only. I have not included passwords, payment-card or bank details, private signing links, or customer-sensitive records.

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