Client questionnaire template

Client questionnaire template Hero

Before onboarding a new client, you need to know the basics to ensure your approach will be welcomed. A simple survey is a great way to quickly understand the basics and help you shape your client’s welcome.

With Typeform, you can customize everything

Branding

Change text, colors, and even logos to match the look and feel of your brand. Then embed forms smoothly onto web and email.

Experience

Make forms feel effortless to fill out. Pace questions, call people by their name, and adapt the flow based on the data they share.

Integrations

Stay efficient by connecting forms to your workflow. Typeform integrates with 300+ tools including Slack, Zapier, and HubSpot.

Client questionnaire FAQs:

Start off on the right foot with your clients

A new client questionnaire survey will help you break the ice, and allow you to tailor your introductions. There’s nothing worse than being underprepared, so do your research and get information ahead of meeting your latest acquisition.

Typeforms allow you to tailor your survey to your needs. So whether you need to understand company size, or what your new client’s goals are, you can collect the information with ease.

Collecting and managing data is simple with Typeform

When managing multiple entries, you need to easily organize and analyze your form data. Whether you have 5 or 500 form entries, typeforms allow you to simply manage and export the information you’ve collected.

You can also export to other business apps, so you can stay in the tools you are already using. Google Docs lover? Send your form data across and manage it from there. Slack addict? Get instant notifications when your questionnaire is completed.