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Onboarding
questionnaire
[2023] Client onboarding questionnaire
"
*
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Step
1
of
5
– Getting to know you…
20%
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Services
*
Let’s begin!
What services can we help you with?
I need a website
Website Redesign
I need digital marketing
I need consultation
I’m not sure
Name
*
Let’s begin!
Getting to know you…
What’s your First Name?
What’s your Last Name?
Let’s begin!
Getting to know you…
Phone Number
*
Email address
*
Company Name
*
List all the primary stakeholders involved in the company
*
Getting to know your business
List all the primary stakeholders involved in the company
Name
Title
Email
Add
Remove
Company URL
*
Getting to know your business
What is your current company website? (if applicable).
Company URL *
Describe your company
*
Getting to know your business
Describe your company
Please provide a brief overview what your company does!
What are your core values?
*
Getting to know your business
What are your core values?
Please list as many as much as you’d like
What products or services do you offer?
*
Getting to know your business
What products or services do you offer?
Please list as many as much as you’d like
Target Audience
Getting to know your business
Who is your target audience?
Target Audience Location
*
Getting to know your business
Target Audience Location
Ontario
Canada-wide
North America
The whole of planet Earth
What type of audience do you want to stay away from?
*
Getting to know your business
What type of audience do you want to stay away from?
(ex. Price shoppers, B2C, B2B, etc)
What would you say sets your company apart from others?
*
Getting to know your business
What would you say sets your company apart from others?
Please list your competitors
*
Getting to know your business
Please list your known competitors
How should your company be perceived?
*
Getting to know your business
How should your company be perceived?
What is your primary business goal?
*
Getting to know your business
What is your primary business goal?
What is your secondary business goal?
*
Getting to know your business
What is your secondary business goal?
What is your tertiary goal?
*
Getting to know your business
What is your tertiary goal?
Marketing insights
Have you worked with another agency in the past?
*
Marketing insights
Have you worked with another agency in the past?
Yes
No
What does your current marketing plan look like, or what has worked before?
*
Marketing insights
What does your current marketing plan look like, or what has worked before?
Do you have an existing database? If so how many subscribers do you have?
*
Marketing insights
Do you have an existing database? If so how many subscribers do you have?
Are you tracking any usage, metrics or reports currently?
*
Marketing insights
Are you tracking any usage, metrics or reports currently?
Yes
No
How many leads do you generate monthly? (average)
*
Marketing insights
How many leads do you generate monthly? (average)
0-5
6-10
11-25
26-50
51-100
100+
How many leads do you close monthly? (average)
*
Marketing insights
How many leads do you close monthly? (average)
0-5
6-10
11-25
26-50
51-100
100+
How many leads are you aiming to acquire monthly?
*
Marketing insights
How many leads are you aiming to acquire monthly?
0-5
6-10
11-25
26-50
51-100
100+
What is your Average Client Value? ACV
*
Marketing insights
What is your Average Client Value? ACV
What is your Clients Lifetime Value? CLV
*
Marketing insights
What is your Clients Lifetime Value? CLV
What is your monthly sale revenue target?
*
Marketing insights
What is your monthly sale revenue target?
Do you have professional photography available for us to use? If so, can you describe what type of images are available
*
Marketing insights
Do you have professional photography available for us to use?
If so, can you describe what type of images are available
Web redesign request
What is the primary goal of the website?
*
Web redesign request
What is the primary goal of the website?
If we can agree for a moment that every interaction between human and screen is a conversation, what do you want that conversation to sound like?
*
Web redesign request
If we can agree for a moment that every interaction between human and screen is a conversation, what do you want that conversation to sound like?
What isn’t working on the current website? What goals is your current website not meeting?
*
Web redesign request
What isn’t working on the current website? What goals is your current website not meeting?
What are your current website wins?
*
Web redesign request
What are your current website wins?
What internal inventory or CRM systems are you planning to use?
*
Web redesign request
What internal inventory or CRM systems are you planning to use?
None
Salesforce
Hubspot
Pipedrive
Zoho
Other
What are your favourite websites and why?
*
Web redesign request
What are your favourite websites and why?
Website
Reason
Add
Remove
New Website Request
Is this website for a new or established business?
*
New Website Request
Is this website for a new or established business?
New
Established
What is the primary goal of the website?
*
New Website Request
What is the primary goal of the website?
Do you have existing style guide?
*
New Website Request
Do you have existing style guide?
Yes
No
What internal inventory or CRM systems are you planning to use?
*
New Website Request
What internal inventory or CRM systems are you planning to use?
None
Salesforce
Hubspot
Pipedrive
Zoho
Other
What are your favourite websites and why?
*
Website
Reason
Add
Remove
New Website Request
What are your favourite websites and why?
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