Client Onboarding System

Start every project with clarity and professionalism

What You Get: The Client Onboarding System includes professional intake forms for mastering, mixing, and production services. Set clear expectations, document everything, and start every project professionally.

Inside the System:

Mastering Client Onboarding Kit

• Gather technical specifications (format, sample rate, reference tracks)
• Specify delivery format preferences
• Clarify client's expected timeline for delivery

Mixing Client Onboarding Kit

• Gather track delivery specifications
• Gather reference tracks
• Gather mixing notes and client vision
• Specify stem organization requirements
• Clarify expected timeline for delivery

Music Production Client Onboarding Kit

• Define project scope and vision alignment
• Clarify release timeline and expectations
• Understand client's creative direction and references

Designed For:

• Producers and engineers who want client information gathered in one place

Available in Google Forms format so all responses can be viewed as a spreadsheet, and clients can be e-mailed a copy of their response. Alternatively available in Google Docs format.

Also available for individual purchase:

• Mastering Client Onboarding Kit
• Mixing Client Onboarding Kit
• Music Production Client Onboarding Kit

File type: pdf with links to Google Forms (must have Google account), and links to Google Docs (downloadable as Word).

All sales are final.