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100 Questions to Ask Before Working With a New Client

July 29, 2026

100 Questions to Ask Before Working With a New Client

No. Item Definition
1. Are there compliance needs? Asks about required standards.
2. Are there legal concerns? Asks about legal issues.
3. Are there privacy concerns? Asks about data sensitivity.
4. Are there technical limits? Asks about technical constraints.
5. Do you have examples? Asks for samples or references.
6. How accurate is the data? Asks about data reliability.
7. How do you handle emergencies? Asks about urgent issue handling.
8. How do you prefer updates? Asks about update preferences.
9. How experienced is the team? Asks about team experience.
10. How many revisions are needed? Asks about revision expectations.
11. How often should we check in? Asks about meeting frequency.
12. How quickly can you respond? Asks about response speed.
13. How urgent is this? Asks about time pressure.
14. How was the budget set? Asks how funds were decided.
15. How will changes be handled? Asks about change management.
16. How will invoices be handled? Asks about billing process.
17. How will results be measured? Asks how performance is tracked.
18. How will we communicate? Asks about communication methods.
19. Is a contract required? Asks whether a contract is needed.
20. Is there budget flexibility? Asks whether spending can change.
21. What access will I need? Asks what permissions are required.
22. What action should people take? Asks for the desired response.
23. What approvals are required? Asks which approvals are needed.
24. What are the brand guidelines? Asks for brand rules.
25. What are the constraints? Asks about limits and restrictions.
26. What are the dependencies? Asks what this relies on.
27. What are the key dates? Asks for important dates.
28. What are the milestones? Asks about key checkpoints.
29. What are the must-haves? Asks for essential elements.
30. What are the nice-to-haves? Asks for optional extras.
31. What are the pain points? Asks about ongoing frustrations.
32. What are the reporting needs? Asks what reporting is required.
33. What are the requirements? Asks for needed conditions.
34. What are your expectations? Asks what they anticipate.
35. What are your goals? Asks about desired outcomes.
36. What are your priorities? Asks what matters most.
37. What are your working hours? Asks when they are available.
38. What assets are missing? Asks what materials are lacking.
39. What assets do you have? Asks what materials exist.
40. What assumptions are we making? Asks about untested beliefs.
41. What baseline do you have? Asks for current benchmark data.
42. What channels will be used? Asks where it will appear.
43. What could delay this? Asks about possible blockers.
44. What data can you share? Asks what information is available.
45. What do you dislike? Asks what they want avoided.
46. What do you need? Asks about core needs.
47. What documentation exists? Asks what records are available.
48. What does success look like? Asks how success is defined.
49. What feedback process works? Asks how feedback should happen.
50. What format do you need? Asks about required format.
51. What happens if we wait? Asks about delay consequences.
52. What have you tried before? Asks about past attempts.
53. What information is missing? Asks what is still unknown.
54. What is already decided? Asks what is settled.
55. What is fixed and flexible? Asks what can change.
56. What is non-negotiable? Asks what cannot change.
57. What is still undecided? Asks what remains open.
58. What is the approval process? Asks how work gets approved.
59. What is the biggest risk? Asks about the main danger.
60. What is the current status? Asks where things stand now.
61. What is the decision timeline? Asks when decisions will happen.
62. What is the deliverable? Asks what must be produced.
63. What is the escalation path? Asks how issues get escalated.
64. What is the first priority? Asks what comes first.
65. What is the launch date? Asks when it goes live.
66. What is the main objective? Asks for the primary aim.
67. What is the onboarding process? Asks how setup begins.
68. What is the project about? Asks for a basic overview.
69. What is the scope? Asks what work is included.
70. What is the timeline? Asks about schedule and deadlines.
71. What is your budget? Asks about available spending.
72. What is your deadline? Asks for the final due date.
73. What is your ideal timeline? Asks for preferred timing.
74. What meetings are expected? Asks about required meetings.
75. What message matters most? Asks for the key message.
76. What metrics matter most? Asks for key measurements.
77. What problem are we solving? Asks for the main issue.
78. What prompted this project? Asks what started the work.
79. What resources are available? Asks what support exists.
80. What security rules apply? Asks about security requirements.
81. What should be documented? Asks what needs recording.
82. What support will you need? Asks about ongoing help.
83. What systems are involved? Asks which systems are used.
84. What time zone are you in? Asks for time zone.
85. What tone do you want? Asks about desired style.
86. What tools do you use? Asks about current platforms.
87. What training is required? Asks about needed instruction.
88. When can access be granted? Asks when permissions arrive.
89. Who are the stakeholders? Asks who is involved.
90. Who attends the meetings? Asks who joins discussions.
91. Who else should be involved? Asks who else belongs here.
92. Who handles implementation? Asks who executes the rollout.
93. Who handles maintenance? Asks who supports it later.
94. Who is my main contact? Asks for the primary contact.
95. Who is the decision-maker? Asks who approves the work.
96. Who is the target audience? Asks who it is for.
97. Who owns the content? Asks who has ownership.
98. Who reviews the work? Asks who evaluates drafts.
99. Who signs off? Asks who gives final approval.
100. Why now? Asks the reason for urgency.

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