ONBOARDING
QUESTIONNAIRE

[2026] Client onboarding questionnaire

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Step 1 of 3 – Getting to know you…

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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?

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

Using your own words, can you describe your clients? (location, business/industry, position, and their needs or wants)*

Getting to know your business

Using your own words, can you describe your clients?

(location, business/industry, position, and their needs or wants)

Who are your three main competitors currently?*

Getting to know your business

Who are your three main competitors currently?

What geographic areas are you currently present in, and what areas would you like to be present in?*

Getting to know your business

What geographic areas are you currently present in, and what areas would you like to be present in?

What are the top five key events, seasonal moments, or dates that influence your sales?*

Getting to know your business

What are the top five key events, seasonal moments, or dates that influence your sales?

Please list as many as much as you’d like

What makes your company different from competitors?*

Getting to know your business

What makes your company different from competitors?

Please list each differentiator separately. For each one, briefly explain what it means in practice, indicate whether it is unique to your company or whether you are simply better than competitors in this area, and add any relevant notes about how competitors typically compare.

Differentiator

What does it mean?

Unique or better than others?

Comments

What are the top three questions you ask your potential clients when interacting with them for the first time?*

Getting to know your business

What are the top three questions you ask your potential clients when interacting with them for the first time?

What are the top three questions your potential clients ask you when interacting with them for the first time?*

Getting to know your business

What are the top three questions your potential clients ask you when interacting with them for the first time?

What are the most significant challenges or pain points your clients face in their business or professional roles?*

Getting to know your business

What are the most significant challenges or pain points your clients face in their business or professional roles?

What criteria or characteristics determine your ideal client profile?*

Getting to know your business

What criteria or characteristics determine your ideal client profile?

Marketing Insights

Currently, what do you do to help your customers discover and understand your brand?*

Marketing insights

Currently, what do you do to help your customers discover and understand your brand?

What are you currently doing, or have you tried to generate leads from this specific segment?*

Marketing insights

What are you currently doing, or have you tried to generate leads from this specific segment?

(doesn’t have to be digital marketing related)

How many leads are you generating currently and what does your lead quality look like?*

Marketing insights

How many leads are you generating currently and what does your lead quality look like?

What is your average deal value or order value?*

Marketing insights

What is your average deal value or order value?

(The average revenue generated over a specific time period.)

What is your time to close? (The average time required to convert an opportunity into a client.)*

Marketing insights

What is your time to close?

(The average time required to convert an opportunity into a client.)

What is your close rate percentage? (The percentage of qualified opportunities that convert into clients.)*

Marketing insights

What is your close rate percentage?

(The percentage of qualified opportunities that convert into clients.)

What do you think is your biggest marketing/sales challenge with this audience?*

Marketing insights

What do you think is your biggest marketing/sales challenge with this audience?

What are your company revenue targets (percentage-wise)?*

Marketing insights

What are your company revenue targets (percentage-wise)?

How many leads or orders do you need to hit your sales goals?*

Marketing insights

How many leads or orders do you need to hit your sales goals?

ONBOARDING QUESTIONNAIRE

[2026] Client onboarding questionnaire

Marketing Insights

ONBOARDING
QUESTIONNAIRE