New Client Onboarding Questionnaire Template (13 Questions)

New client onboarding questionnaire template (13 questions)

Marlon Misra Dec 07, 2023

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  1. 13 client onboarding questions you need to ask
  2. Why client onboarding questionnaires are important
  3. Client onboarding questionnaire (free template)

The client onboarding process is one of the most critical aspects of running a service business — it sets the tone of your relationship with a new client. According to Wyzowl’s Customer Onboarding Report, 90% of customers are not satisfied with their onboarding process.

13 client onboarding questions you need to ask

Here are 13 questions you should consider in your client onboarding questionnaire (the questions are grouped into different categories and topics).

Project Questions

The most important project questions to ask your client are:

  1. What is your primary goal for this project? The primary goal is the project's North Star; it sets the direction of the project.

  2. How will you measure the project’s success? This question helps you familiarize yourself with the client’s metrics.

  3. Could you provide access to specific tools and documents for this project? Some of the tools and documents you may need access to include:

    • Google Analytics
    • Content Management System
    • Style Guide
    • Google Search Console
    • Media Library

  4. What does success look like to you?

Business Questions

The most important business questions to ask your client are:

  1. Who is your target audience?

  2. Who are your competitors?

  3. What are your most important business goals?

  4. What are your biggest business challenges?

Communication Questions

The most important communication questions to ask your client are:

  1. What is your preferred method of communication?

  2. Who is your point of contact?

  3. What is the contact information of your POC?

Customer Relationship Questions

The most important customer relationship questions to ask your client are:

  1. What can we do to make your life easier throughout our relationship?

  2. What needs to happen for you to feel good about our relationship?

Why client onboarding questionnaires are important

1. It helps you understand and manage client expectations early

2. It improves client collaboration

3. It reduces inefficient communication loops

Client onboarding questionnaire (free template)

Download our customizable client onboarding checklist for free.

How to share and organize your client onboarding questionnaire