# New client onboarding questionnaire template (13 questions)

Marlon Misra  Dec 07, 2023

## Got your onboarding questions? Turn it into a form in minutes

Try Assembly to turn your onboarding questions into a form and manage responses - free for 14 days, no credit card needed.

4.9 rating

## JUMP TO SECTION

1. [13 client onboarding questions you need to ask](/content/blog/client-onboarding-questionnaire-template#13-client-onboarding-questions-you-need-to-ask/index.html)
2. [Why client onboarding questionnaires are important](/content/blog/client-onboarding-questionnaire-template#why-client-onboarding-questionnaires-are-important/index.html)
3. [Client onboarding questionnaire (free template)](/content/blog/client-onboarding-questionnaire-template#client-onboarding-questionnaire-free-template/index.html)

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](https://www.wyzowl.com/customer-onboarding-statistics/?ref=assembly-blog.ghost.io), 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](/content/blog/agency-client-onboarding/index.html) (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:**

5. **Who is your target audience?**

6. **Who are your competitors?**

7. **What are your most important business goals?**

8. **What are your biggest business challenges?**

### Communication Questions
**The most important communication questions to ask your client are:**

9. **What is your preferred method of communication?**

10. **Who is your point of contact?**

11. **What is the contact information of your POC?**

### Customer Relationship Questions
**The most important customer relationship questions to ask your client are:**

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

13. **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](https://docs.google.com/document/d/1O0rxnlgGYpFSIuW3GLrcVMuueo993AadfezmHIyJfjY/copy?usp=sharing&ref=assembly-blog.ghost.io) for free.

### How to share and organize your client onboarding questionnaire