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Get to Know You Questionnaire Form Template

Build strong relationships with your clients and employees

Struggling to connect with your clients or employees? Our Get to Know You Questionnaire Template helps you gather essential information to foster better relationships and improve engagement. By using this template, you can understand customer preferences, enhance workplace culture, and tailor experiences to fit individual needs, all while streamlining your data collection process. Jump into the live template to start building connections effortlessly.

Use this Template (FREE) Live Preview
Full name
Preferred name (optional)
Age range
Under 18
18-24
25-34
35-44
45-54
55-64
65+
Prefer not to say
Gender identity (optional)
Woman
Man
Non-binary
Prefer to self-describe
Prefer not to say
If you prefer to self-describe your gender, please share (optional)
Pronouns (self-described, optional)
City and country (optional)
Pronouns (optional)
She/her
He/him
They/them
She/they
He/they
Prefer to self-describe
Prefer not to say
Email
Phone number (optional)
Preferred contact method
Email
Text message
Phone call
Messaging app
No preference
Prefer not to be contacted
Best times to reach you
Morning
Afternoon
Evening
Weekdays
Weekends
No preference
Which topics or activities are you interested in?
Please Specify:
Other interests (optional)
Dietary preferences (optional)
Please Specify:
How do you prefer to spend your downtime?
Mostly social and active
Mostly quiet and at home
A mix of both
It depends on the week
Prefer not to say
What is one goal you are focused on this year?
Anything else you would like to share?
May we store your responses and contact you about relevant updates?
Yes
No
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Paper art illustration featuring a questionnaire form design for a Get to Know You template in a digital context

When to use this form

Use this form when you need quick context before you start working with someone. It fits team onboarding, first 1:1s, mentoring matches, and new client intake. You will align goals, preferences, and expectations early. Agencies can pair it with the New client questionnaire form to capture scope while this form builds rapport. Consultants and studios can route project details to the Business client assessment form, and keep people-centered questions here. Marketers can add the SEO Client questionnaire form for channel and keyword inputs. The result: clear next steps and stronger relationships from day one.

Must-ask questions for your get to know you questionnaire

  1. What are your top three goals for the next six months?

    This focuses the conversation and sets measurable outcomes. Clear goals help you prioritize work and say no to distractions.

  2. How do you prefer to communicate and receive updates?

    Knowing the channel and cadence reduces friction and delays. It lets you match your process to their style from day one.

  3. Which strengths or skills do you want to use more?

    This reveals motivators and untapped talent. You can align tasks to strengths to boost engagement and results.

  4. What does success look like for you in this project or relationship?

    Shared success criteria prevent misalignment later. For timelines, tasks, and next steps, pair this with the Client onboarding form.

  5. Are there any constraints, preferences, or deal-breakers we should know?

    Early flags on budget, schedule, tools, or style help you plan around risks. If you work in interiors, collect specs separately with the Interior requirement form.

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