Service guides / SaaS development
Project enquiry brief · SaaS developmentClient onboarding: project enquiry brief
Turn the planning decisions into a useful enquiry. Start with an onboarding checklist and required documents and plan a client intake-to-ready workflow.
Available remotely for local and international enquiries. Platform choice and final scope depend on your requirements.
The project in view
- Start with
- an onboarding checklist and required documents.
- Proposed result
- a client intake-to-ready workflow.
- A decision to resolve
- collecting information before it is needed.
This is a planning example. It does not describe a completed client engagement.
Project enquiry brief for this project
- Describe why you need a client intake-to-ready workflow and who will use it.
- List the available an onboarding checklist and required documents; mention anything still missing.
- Flag collecting information before it is needed as an open scoping question. Include timing, budget range and the person available to review the work.
Questions to answer together
- What outcome matters, and what is the current obstacle?
- Which examples can be shared for initial scoping?
- What budget range, target date and review availability should be considered?
What to have at the end
A concise enquiry with a proposed outcome, source pack, open decisions and timing.
Record the decision on collecting information before it is needed alongside the source material. If it is still unresolved, identify who can answer it and what work depends on the answer.
Prepare your enquiry
Use this as a starting point. Add your current process, available examples and constraints before sharing.
Send your completed brief to hello@iansamonte.com or visit the main page to discuss your project.