Forget about endless back-and-forth emails, disorganized Slack messages, and drawn-out kickoff calls. Onboard clients with ease using this professional Client Onboarding Questionnaire Template. Perfect for busy marketing agencies, freelancers, and consultants!
How to Use
- Share a copy of this Google Doc template with your new client *before* your initial project kickoff call.
- Review the completed form and note any questions or missing info.
- Schedule your kickoff call and add any additional notes as needed at the bottom of the questionnaire.
- Capture essential client contact and company information in one handy document
- Customize this 10-page form with your own colors, logo, fonts, sections, and onboarding questions
- Detailed sections and questions to make client communications a breeze
- Reuse this template over and over for clients small and large, across any industry
- Optional deep dive into customer personas, competitors, copy and branding
- Share internally or with client’s team – it’s safe and easy
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