dbs-onboarding-questionnaire

DBS Client Onboarding Questionnaire

First Name

Last Name

Website URL

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

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

What is the name of your business?

Briefly describe what your business does to introduce it to the audience.

What problems do your products/services aim to solve?

What is your primary value proposition?

What are the company's core values?

Describe in detail the profile/persona of your ideal customer.

Name the main reasons your customers remain loyal.

Who is your main competitor?

In what aspects do they currently outperform your company?

What is it that your company does better than your competitors?

What are the key differentiators between your product/ service and theirs?

What is your definition of success?