Collector Onboarding Questionnaire

To help us tailor your experience and understand your goals, please complete this brief form before your desired deadline.

Estimated completion time: 10 minutes

All responses are confidential and used solely for project purposes.

SECTION 1: CLIENT OVERVIEW

Name

First Name

Last Name

Phone

(###)

###

####

City, Country

Preferred Communication Method

Desired Start Date / Deadline

SECTION 2: ABOUT YOU

What are your goals? (e.g., cataloguing, expansion, digital presentation)

What themes, styles, or periods do you focus on?

What themes or messages drive your work?

What stage are you in your collecting journey? (Emerging / Mid / Established)

Approximately how large is your collection?

Do you currently work with galleries or advisors?

SECTION 3: TIMELINE + DELIVERABLES

SECTION 4: CREATIVE DIRECTION

Describe the overall tone you’d like (modern / classic / minimal / bold / editorial / playful).

Any styles, visuals or layouts you don’t like?

SECTION 5: FINAL NOTES

Anything else you’d like us to know?

Thank you for taking the time to complete this! We’ll review your answers and be in touch with your project plan.