Unlock hundreds more features
Save your Form to the Dashboard
View and Export Results
Use AI to Create Forms and Analyse Results

Forgot Password?
Get Started
OR
Sign UpLogin With Facebook
Sign UpLogin With Google

Client Onboarding Questionnaire Form Template

Streamline Your Client Onboarding Process with Ease

Creating a seamless onboarding experience can be challenging, especially when gathering crucial client information. This client onboarding questionnaire template is designed to help businesses like yours efficiently gather relevant data from new clients and set the stage for productive relationships. With clear questions, you can uncover client needs, establish expectations, and ensure compliance, all while offering a user-friendly experience. Ideal for soliciting feedback and getting to know your clients better, this template simplifies the onboarding process and enhances client satisfaction. Feel free to explore and customize the live template.

Use this Template (FREE) Live Preview
Full name
Company or organization
Job title or role
Work email
Phone number
Preferred contact method
Email
Phone call
Video call
Messaging app
No preference
Briefly describe your project and goals
Which services are you seeking?
Please Specify:
What is the primary objective?
Launch a new product/service
Increase leads or sales
Improve brand perception
Enhance customer experience
Streamline internal operations
Meet regulatory/compliance needs
Other/unsure
Do you have a defined scope or requirements document?
Yes
No
Target launch or completion date
Estimated budget range
Under $5,000
$5,000 - $10,000
$10,000 - $25,000
$25,000 - $50,000
$50,000 - $100,000
Over $100,000
Not set yet
Prefer not to say
How many decision makers are involved?
1
2
3
4+
Not sure
What is your decision timeline?
Immediately
Within 2 weeks
Within 1 month
1-3 months
More than 3 months
Undecided
How did you hear about us?
Referral
Search engine
Social media
Online ads
Event/Conference
Our content (blog, podcast, video)
Existing client
Prefer not to say
Other
Please Specify:
Which assets do you already have?
Preferred collaboration tools
Is a non-disclosure agreement (NDA) required?
Yes
No
What is the expected level of data sensitivity?
Low - minimal personal data
Moderate - some personal data
High - sensitive/confidential data
Unknown
Type your full name to sign
Signature date
May we contact you about this project?
Strongly disagree
Disagree
Neither
Agree
Strongly agree
{"name":"Full name", "url":"https://www.quiz-maker.com/QPREVIEW","txt":"Full name, Company or organization, Job title or role","img":"https://www.quiz-maker.com/3012/images/ogquiz.png"}
Paper art illustration related to client onboarding questionnaire form template and FormCreatorAI.

When to use this form

Use this form before a kickoff call, right after a proposal is accepted, or when taking over an existing account. It suits agencies, consultants, and virtual assistants who need clear scope, access, and timelines fast. Ask new marketing clients to complete it to capture brand assets, target audience, and decision paths. For a quick pre-qualifier, start with the New client request form. For deeper discovery after signing, use the New client questionnaire form. If you also need ideal customer details for campaigns, pair it with the Target client list form. The result: fewer surprises, faster approvals, and a shared plan you and your client can follow.

Must Ask Client Onboarding Questionnaire Questions

  1. What are your top three goals for the next 90 days and the next 12 months?

    This sets priorities and aligns scope with outcomes that matter most. It also turns vague aims into milestones you can schedule and report on.

  2. Who are the decision-makers and day-to-day contacts, and how do you prefer to communicate?

    Clear owners speed approvals and remove blockers. Stating channels and cadence prevents missed updates and keeps momentum.

  3. What is your budget range and target launch date?

    Knowing constraints helps you right-size the plan and propose options. It prevents scope creep and late surprises.

  4. What systems, tools, and assets do you use now, and what access will you provide?

    This exposes dependencies, compliance needs, and integration work early. With logins and specs ready, you can deliver faster and safer.

  5. How will we define success, and which KPIs will we track?

    Shared metrics tie your work to business impact. They also shape dashboards, reporting rhythm, and decisions if trade-offs arise.

More Forms

Copy/Edit Form Send to Recipients Make a Form w/AI Form Builder Must Ask Questions
  • 100% Free - No Catches
  • Collect Responses Today
  • Tailor to your Look & Feel