Client Onboarding Questionnaire

First Name

Last Name

Company Name

Who is your preferred primary contact? Please provide their contact information as well as other methods for contacting them.

Can you explain what your business does? Briefly describe what your business does to introduce it to the audience.

How does (company) solve real world problems? Focusing on helping to share the story of how your business solves real world problems that your customer audience is likely to struggle with can be incredibly valuable. This is your chance to provide a direct connection between your brand and your audience who needs your products or services.

What are some benefits that most people don’t know about your company? Explaining some of the lesser-known benefits is a great way to seal the deal with a prospective customer that is on the fence as to whether or not to make a purchase or otherwise convert.

What is your primary value proposition?

What are the company's core values?

What communication tone resonates with your customers?

What is your definition of success?