Client Information Form

Consultant Onboarding

To ensure your consultant is prepared and productive from day one, we’ll need a few key details from you.

This short form covers everything from team introductions and access logistics to technology and project context. It should only take a few minutes to complete – and helps us deliver a smoother, faster start.

Need help or have questions? Your dedicated contact is Phin Smith

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Your Name *

First

Last

Your Email *

Your Company *

Please list the core team members and their roles: *

Name, role, and area of responsibility.

Are there any key contacts outside the core team our consultant should be aware of, or any other teams or departments the consultant will need to collaborate with? *

Include names, teams, and purpose of contact.

Who are the key stakeholders for this project? *

Name, title, and area of involvement.

Who should attend the project kick-off meeting? *

Include all required participants.

applicable)? are

What are your availability preferences for scheduling the kick-off meeting? *

E.g. specific dates/times or general availability windows.

Please provide a brief overview of the project’s aims and objectives: *

What is the desired outcome of this engagement?

Are there any key terms, acronyms, or internal jargon the consultant should know? *

Please list and explain.

What is your standard working week structure? *

Include office days, remote working policies, and standard working hours.

What is your dress code for onsite attendance (if applicable)? *

What hardware will be provided to the consultant (if any)? *

Laptop, monitors, etc.

What systems or tools will the consultant need access to? *

Include login/email, VPN, collaboration tools (e.g. Teams, Slack), project tracking systems (e.g. Jira), etc.

Who will be responsible for setting up system access and permissions? *

Please provide a name and contact.

Will the consultant need physical access to your office(s)? *YesNo

Please tell us here if you have any other questions, and we'll be in touch shortly

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