Client Onboarding Questionnaire
Professional onboarding form for new business clients and service providers
About This Template
This comprehensive client onboarding questionnaire is designed for service providers, consultants, and agencies who want to establish clear expectations and gather crucial project information from new clients. The form covers company background, project objectives, budget parameters, timeline expectations, and communication preferences. With 18 detailed questions, this template helps you understand your client's needs, challenges, and success criteria before beginning any engagement.
Key Benefits
- Establish clear project scope and expectations
- Understand client's business goals and challenges
- Identify key stakeholders and decision makers
- Set appropriate timelines and budget parameters
- Prevent scope creep and miscommunication
Perfect For
Form Structure
This template includes 4 sections with 18 total questions
Company Information
Basic company details and business background
Project Scope
Detailed project requirements and objectives
Timeline & Budget
Project timeline expectations and budget parameters
Communication & Process
Preferred communication methods and project management approach
Frequently Asked Questions
Should I include pricing information in this form?
It's better to keep pricing discussions separate. This form focuses on understanding needs and scope, which then informs your pricing proposal.
How do I handle confidential client information?
Ensure your FormNIVA account has proper security settings and consider adding an NDA clause to your onboarding process.
Can I use this for ongoing client check-ins?
This template is designed for initial onboarding. You can create a simplified version for periodic client satisfaction surveys.
Ready to Use This Template?
Clone this form and customize it for your needs