Client Onboarding

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Vellum Intelligence
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Welcome

Before we begin

This questionnaire helps us build a precise intelligence programme tailored to your organisation. It covers your strategic environment, key stakeholders, regulatory exposure, and preferred delivery format. Your answers are transmitted securely and reviewed only by the Vellum Intelligence team.

6
Sections
~20
Minutes to complete
53
Questions
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Fields marked * are required. Use the "Save & continue later" button at any time to return to where you left off using the same email address.

Section 1 — Organisation & Context

Tell us about your organisation

We start with the fundamentals so we can calibrate the scope and tone of every brief.

Please complete the required fields highlighted below before continuing.
1Full legal name of your organisation*
This field is required.
2Country of headquarters*
This field is required.
3Other countries or regions where you operate
4Which sector best describes your organisation?*
Please select an option.
5Organisation size*
Please select an option.
6Your role within the organisation*
This field is required.
7Who else within your organisation will be primary users of Vellum briefs?
8Brief description of what your organisation does
Section 2 — Intelligence Priorities

What do you need to know?

Help us understand the domains, threats, and developments that matter most to your organisation.

9Intelligence domains most relevant to your work (select all that apply)*
Please select at least one option.
10Geographic regions to prioritise (select all that apply)*
Please select at least one option.
11The top two or three strategic risks or uncertainties keeping your leadership team up at night*
This field is required.
12Is your organisation currently active in, or planning entry into, any emerging or frontier markets?*
12aWhich markets, and what is the nature of your activity?
Please select an option.
13Specific regulators, government bodies, or international institutions you actively monitor
14Competitors, peers, or benchmark organisations whose regulatory or policy positioning you want to track
15Legislative or regulatory changes you are most focused on over the next 12–24 months
Section 3 — Regulatory & Compliance Exposure

Your regulatory landscape

We tailor monitoring and analysis to the precise regulatory frameworks that govern your activities.

16Regulatory frameworks governing your core operations (select all that apply)
17Has your organisation received regulatory scrutiny, enforcement action, or formal investigation in the past three years?*
17aBriefly describe the nature of the action and relevant jurisdiction (optional)
Please select an option.
18Do you have an in-house compliance or legal team?*
Please select an option.
19How do you currently track regulatory developments?
20Biggest gaps in your current compliance monitoring capability
21Upcoming regulatory consultations or reviews your organisation plans to respond to
22The most consequential compliance failure scenario you are trying to prevent
Section 4 — Geopolitical & Strategic Risk

Strategic risk exposure

This section helps us understand the geopolitical and macro-structural risks that could affect your operating environment.

23Types of geopolitical risk most material to your organisation (select all that apply)
24Is your organisation exposed to supply chain or counterparty risk from specific countries or regions?
24aWhich countries or regions, and in what capacity?
25Does your organisation have board-level or C-suite responsibility for geopolitical risk?
26How often does geopolitical risk factor into strategic or investment decisions?
27Specific bilateral relationships whose evolution is particularly important to your organisation
28Has your organisation ever had to exit a market, restructure operations, or pause expansion due to geopolitical developments?
28aPlease describe briefly — what happened, and what did you learn?
29Upcoming elections, government transitions, or intergovernmental processes you want us to track
30Specific individuals — politicians, regulators, or influencers — whose positions or movements you want to track
Section 5 — Delivery Preferences

How you want to receive intelligence

We calibrate format, frequency, and depth to fit how your team actually works — not the other way around.

31Preferred brief format*
Please select an option.
32Frequency of standing intelligence briefs*
Please select an option.
33Preferred delivery channel
34Do you require briefs formatted for specific internal audiences (e.g. board packs, risk committee)?
34aDescribe the format or audience, and share any template or style guide if available
35How should we handle urgent or time-sensitive developments?
36Do you want briefs to include explicit action recommendations, or analysis only?
37Topics, regions, or organisations we should never include in briefs (conflict-of-interest or sensitivity)
38How should we handle information that is sensitive, contested, or legally ambiguous?
Section 6 — Engagement & Logistics

Working together

Practical details to ensure a smooth and well-integrated working relationship from day one.

39Would you like to schedule an onboarding call to walk through your priorities with our team?*
40Preferred format for the call
41Please suggest 2–3 windows of availability (dates, times, and time zone)
Please select an option.
42Primary contact name and title*
This field is required.
43Primary contact email address*
This field is required.
44Primary contact phone number (optional)
45Additional recipients who should receive briefs
46Do you have an existing NDA, data processing agreement, or other legal framework in place with Vellum Intelligence?
47Are there internal procurement, compliance, or vendor-approval processes we need to navigate?
47aWhat do we need to know or submit?
48Data handling or confidentiality requirements that apply to the intelligence we produce for you
49Upcoming internal deadlines, board dates, or key events we should be aware of
50Is there a specific individual at Vellum Intelligence you have been in contact with?
51What outcome would make this engagement a clear success in your eyes at the six-month mark?
52Is there anything else you would like us to know before we begin?
53By submitting this form, do you confirm that the information provided is accurate to the best of your knowledge, and that you are authorised to engage Vellum Intelligence on behalf of your organisation?*
Please confirm to proceed.

Securely transmitting your responses…

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Submitted

Thank you.

Your onboarding information has been received. A member of the Vellum Intelligence team will be in touch within one business day to confirm next steps.

What happens next
We will review your responses and begin configuring your tailored intelligence programme. If you requested an onboarding call, we will reach out to confirm a time shortly.

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