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Client Onboarding Questionniare
THE SHOP / Client Experience
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A fillable, fully editable questionnaire template designed to help you gather all the key details you need to kick off creative projects confidently.
$37
*This digital product is delivered as a Google document and is non-returnable and non-refundable. By purchasing the product you agree to our TERMS HERE.
About The Questionnaire
From big-picture questions like values and vision to deliverable-specific details for branding, web design, or copywriting projects, this questionnaire ensures no detail is left behind.
It’s delivered as a Google Doc and is easy to customize for your business, upload to your CRM, and adjust for each client or project. With built-in prompts for action items to keep the momentum going, it’s perfect for creative service providers seeking a smoother (and more professional) collaboration upon project kickoff.
this includes
- Copy Key
- Helpful Tips on Word Choice, Pronouns Use & Uploading to Your CRM
- 50+ Onboarding Questions
- 8-Part Questionnaire Framework Including:
- Housekeeping
- Project Goals
- Industry & Market Landscape
- Target Audience
- Messaging
- Aesthetic
- Deliverable Specific Questions
- Project Action Items
Save time, stay organized, and focus on what you do best—creating.
designed for
Copywriters, Brand & Web Designers
Step by Step
Simplify Onboarding, Elevate Collaboration
Personalize It
Upon purchase, you'll receive immediate access to your questionnaire template in the form of a Google Doc.
02
Access The Template
Follow the prompts to make a copy and replace any placeholder copy with your business' information.
01
Upload to Your CRM
Once it's all updated, upload it to your CRM, and use this template for your next project kickoff. It's as easy as that.
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No. 01
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