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New Client Questionnaire Form Template

Gather Key Information Effortlessly with Our Template

Finding it hard to collect vital information from new clients? This New Client Questionnaire Form Template is designed to help you streamline the onboarding process for prospective clients, ensuring you capture essential details seamlessly. By using this template, you can build a comprehensive database of client preferences, track contact information, enhance communication, and improve service personalization, all while saving time. Feel free to explore and customize the live template to suit your needs.

Use this Template (FREE) Live Preview
Full name
Email address
Phone number
Preferred contact method
Email
Phone call
Text message
Video call
No preference
Which services are you seeking?
Consulting
Design/Creative
Development/Technical
Marketing/Advertising
Coaching/Training
Legal/Financial
Wellness/Health
Other/Not listed
Briefly describe your needs or goals
How soon do you hope to begin?
Immediate (0-2 weeks)
Soon (2-6 weeks)
This quarter (1-3 months)
Flexible (3+ months)
Exploring options
How did you hear about us?
Referral
Search engine
Social media
Event or webinar
Online review
Advertisement
Other
Please Specify:
Estimated budget range
Under $1,000
$1,000-$5,000
$5,000-$10,000
$10,000-$25,000
$25,000+
Not sure
Target start date
What does success look like for you?
Your decision-making role
I am the sole decision maker
I am one of several decision makers
I recommend, others decide
Gathering information only
Key challenges you want to address
Past experience with similar providers (optional)
Which existing assets can we leverage?
Brand guidelines
Website
Content copy
Design files
Analytics or data
Process documentation
None
Preferred meeting format
Video call
Phone call
In-person
Email only
No preference
Accessibility or accommodations needed
Closed captions
Screen-reader friendly materials
Language support
Flexible scheduling
Accessible meeting location
None
Other
Please Specify:
May we contact you about your inquiry?
Yes
No
Type your full name as a digital signature
Date
I have read and acknowledge the terms or privacy policy
Strongly disagree
Disagree
Neither agree nor disagree
Agree
Strongly agree
Industry (optional)
Please Specify:
{"name":"Full name", "url":"https://www.quiz-maker.com/QPREVIEW","txt":"Full name, Email address, Phone number","img":"https://www.quiz-maker.com/3012/images/ogquiz.png"}
Paper art illustration representing a client questionnaire form for FormCreatorAI article.

When to use this form

You use this form to qualify and align with a new client before a kickoff call, discovery meeting, or proposal handoff. It fits agencies, consultants, accountants, and advisors who want clear goals, decision-makers, timelines, and constraints. Use it after a sales win, or send it as a prospective client questionnaire to compare opportunities. If you already collect contact details, pair it with the New client information form. For a broader intake across onboarding stages, use the Client onboarding questionnaire form. Sales or marketing teams can add the Target client list form to map target buyers. The outcome: shared expectations, faster setup, and fewer surprises.

Must Ask New Client Questionnaire Questions

  1. What are your top three goals for the first 90 days?

    Clear priorities help you tailor scope and quick wins. Listing just three forces focus and keeps both sides aligned on immediate outcomes.

  2. Who will be the day-to-day contact and the final approver?

    Knowing roles speeds decisions, reduces bottlenecks, and clarifies accountability. You can also confirm communication preferences in the New client intro form to set cadence early.

  3. What does success look like, and how will we measure it?

    Defining success metrics up front prevents mismatched expectations. It also guides reporting and helps you prove ROI.

  4. What is your budget range and any timing constraints?

    Budget and timeline shape scope, phasing, and resource planning. Financial clients may complement this with a Financial needs analysis form to detail goals and tradeoffs.

  5. What systems, files, or past work should we review before we start?

    Access to tools, assets, and history reduces rework and uncovers quick wins. It also exposes dependencies early, so you can plan migrations or integrations.

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