Client onboarding questionnaire template

Gather everything you need from a new client before the kick-off call: goals, what success looks like, how they like to communicate and who else to keep in the loop. You start the first meeting already knowing the basics.

What's inside

1. 01Your nameShort text · required
2. 02Best email to reach youEmail · required
3. 03Company or business nameShort text · optional
4. 04In a few sentences, what are you hoping we'll achieve together?Long text · required
5. 05What would success look like three months from now?Long text · optional
6. 06How do you prefer to communicate?Choice · optional
7. 07How often would you like updates?Choice · optional
8. 08Who else should we keep in the loop?Long text · optional
9. 09Anything else we should know before we start?Long text · optional