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Project Kickoff Questionnaire
A project kickoff questionnaire for after the contract is signed. Confirm logistics — point of contact, communication preferences, and file sharing — as a fillable PDF, not a kickoff email thread.
Use TemplateAbout this template
This is not discovery. Discovery is what you need to quote. The project kickoff questionnaire is the logistics step once work is sold: who to talk to, how you communicate, where files live, and what access you need in week one. Download a fillable PDF before the first working session.
Kickoff vs discovery
Discovery (a brief or intake) is how you quote. A project kickoff questionnaire is how you start: point of contact, communication preferences, file-sharing method, and access. Send it after they sign, before the first working session.
What to lock before week one
If Slack vs email, Drive vs Dropbox, or who can say yes is still fuzzy, the kickoff form catches it. You are not hunting logins on day one.
Project Kickoff Questionnaire FAQs
What is a project kickoff questionnaire?
A project kickoff questionnaire confirms logistics after a project is signed: point of contact, how you communicate, and where files live. It is not a discovery brief — that comes before the quote.
How does a project kickoff questionnaire enhance the efficiency of my workflow?
Point of contact, comms, and file sharing are set before week one. The first working session is work, not a logistics hunt.
Is it possible to customize the project kickoff questionnaire to suit my specific business needs?
Yes. Open the editor, add or remove questions, change labels, mark what is required, then download a fillable PDF. The starting fields are a default, not a lock-in.
Can I integrate a payment option into my project kickoff questionnaire?
No. Scope Panda is a questionnaire, not a checkout. There is no Stripe or payment field. Collect answers here, then invoice in the tool you already use.
How can I ensure that the data collected via my project kickoff questionnaire is secure?
Nothing is stored on our servers. The PDF is generated in your browser and saved to your device. Do not put passwords or payment card numbers in the form. See the privacy page.
Can I automate responses with a project kickoff questionnaire?
No. There is no autoresponder, drip sequence, or chatbot. Download the fillable PDF and send it the way you already send files.
Is the project kickoff questionnaire mobile-friendly?
Yes. The editor works on phones and desktops. Clients can fill the PDF in Preview, Acrobat, Chrome, or any reader that supports form fields.
How long does it typically take to set up a project kickoff questionnaire?
A minute or two if you use the template as-is: open it, download the PDF, send it. Editing questions adds a few minutes. No account or install.
How is a kickoff questionnaire different from discovery?
Discovery is the brief you send before you quote. Kickoff is logistics after they sign: point of contact, communication preferences, file sharing, and access. Do not put scope questions on the kickoff form.
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