Client onboarding questionnaire

Please complete the questionnaire below, once your form is received, we will reach out within 48 hours to schedule your free consultation. If you have any questions you may contact us at anytime.

Name

First Name

Last Name

Phone

(###)

###

####

Best way to contact you

What is your business name and website?

What do you offer and who do you serve?

What’s your brand personality in three words? (e.g., refined, playful, bold)

Do you currently use any systems or platforms for onboarding, communication, or delivery? (Think: Dubsado, Honeybook, Notion, G-Cal, email templates)

How do clients typically find or inquire about working with you?

What happens after they express interest?

How do you onboard a client once they say yes?

Do you currently use a welcome packet or guide?

How do you deliver your work or stay in touch during your engagement?

How do you offboard or wrap up at the end of the project or relationship?

Do you follow up with past clients? If so, how and when?

What do you want your clients to feel throughout their experience with you? From beginning to end.

What parts of your current process feel clunky, impersonal, or inconsistent?

Do you currently use gifting or surprises in your client journey?