The client onboarding questionnaire template you need
Stop guessing what your client wants. This comprehensive questionnaire template ensures you capture every detail, from goals to technical access, before the project kicks off.
What is a Client Onboarding Questionnaire?
A client onboarding questionnaire is a structured list of questions sent to new clients immediately after contract signing. It bridges the gap between sales and execution by collecting all necessary assets and information.
Pain points
- Chasing clients for passwords weeks into the project
- Misaligned expectations on communication channels
- Scope creep due to undefined success metrics
How Intakly helps
- Standardize data collection for every new client
- Look professional with a branded onboarding experience
- Get everything you need in one go
Who this is for
- Agencies
- Freelancers
- Consultants
FAQ
- When should I send this questionnaire? Immediately after the contract is signed and the deposit is paid.
- Is this different from a brief? Yes. A brief defines the project. Onboarding defines the *relationship* (logistics, access, communication style).
- Can I automate this? Absolutely. Intakly lets you turn this template into a digital form that automatically chases clients for answers.