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Client Onboarding Questionnaire template

A free client onboarding questionnaire for freelancers, coaches, and agencies: goals, what success looks like in 90 days, communication preferences, approvals, and billing contact.

Client Onboarding Questionnaire

Welcome aboard! These answers help us start strong. It takes about 5 minutes.

Contact

Your name *

Company or brand name

Your role or title

Email address *

Phone number *

Website or social link

Goals

What made you decide to hire help now? *

What does success look like 90 days from now? *

What have you already tried? *

Any hard deadline we should know about?

Working together

Preferred communication *

How often would you like updates? *

Who approves the work? *

Best days and times to meet

Billing

Billing contact name

Billing email

Anything else

Anything you'd like us to know before we start?

7 questions to ask every new client

  1. Why now?
  2. What success looks like
  3. What they've tried
  4. Hard deadlines
  5. How they like to communicate
  6. Who approves the work
  7. Who pays the invoices
What's included
  • Your name
  • Company or brand name
  • Your role or title
  • Email address
  • Phone number
  • Website or social link
  • What made you decide to hire help now?
  • What does success look like 90 days from now?
  • What have you already tried?
  • Any hard deadline we should know about?
  • Preferred communication
  • How often would you like updates?
  • Who approves the work?
  • Best days and times to meet
  • Billing contact name
  • Billing email
  • Anything you'd like us to know before we start?
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