Client intakeConsultants & agencies

Client onboarding questionnaire

A kickoff meeting is more useful when the basics are already on paper. Send this questionnaire once a client says yes: it covers what they sell, their main goal, who their ideal customers are, which competitors they watch and which brand materials already exist. Short headings split it into sections, and a consent checkbox records that the client agrees to you storing their answers.

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Opens as an editable form in your dashboard. If you're not signed in yet, you'll sign in or create an account first.

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Try the fields: this preview doesn't send or store anything. The form you create works the same way and emails each submission to you.

What's in this template

Every field can be renamed, reordered, made optional or removed in the form builder.

  • Business nameShort answer · Required
  • Website (optional)Short answer · Optional
  • What do you sell?Long answer · Required
  • What's your main goal right now?Dropdown · Required
  • Who are your ideal customers?Long answer · Required
  • Competitors or businesses you admire (optional)Long answer · Optional
  • What do you already have?Multiple choice · Required
  • Full nameShort answer · Required
  • EmailEmail · Required
  • Phone numberPhone · Required
  • ConsentCheckbox · Required

How to use this template

  1. Open it in your dashboardSelect “Use this template”. If you don't have an account yet, sign up first; the form opens right after.

  2. Make it yoursChange the questions, options, colours and the thank-you message in the form builder, then save.

  3. Share it and get submissionsShare the form's link or link to it from your website. Each submission is emailed to you and saved in your dashboard.

Tips for this form

  • Send the link with your welcome email so the answers arrive before the first meeting.
  • If you add more sections, split the questionnaire into pages in the builder; shorter steps feel quicker to complete.
  • Add a short paragraph above the consent checkbox with a link to your privacy notice.
  • Keep the competitors question optional — not every client has thought about it yet.

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Questions about this template

When should I send this questionnaire?

Right after a client agrees to work with you, before the kickoff. The answers give you the context to plan the first meeting instead of spending it on basic questions.

Can I add questions for my own process?

Yes. The form opens in the builder, where you can add questions, turn it into a multi-page form and decide which answers are required.

Can several people on my team see the answers?

Each submission is emailed to your account address, and you can add team members as extra recipients in the form's settings. All answers are also saved under Submissions in your dashboard.

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Start with this form, change anything later

The template opens in the form builder, where you can edit every question and choose who receives the submissions.