Client Onboarding Questionnaire Google Doc Template


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

  1. Share a copy of this Google Doc template with your new client *before* your initial project kickoff call.
  2. Review the completed form and note any questions or missing info.
  3. 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

Your order will be ready to download once you complete your purchase. Thank you!


NOTE: Due to the digital nature of this product, we do not accept any refunds, exchanges or cancellations. If you have problems accessing your purchase, please email us at
This copyrighted digital product cannot be redistributed, reproduced, or resold in whole or part, in any shape or form (physical or digital formats).


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