Client Onboarding Questionnaire Form Template

About this template

A client onboarding questionnaire is a survey used by businesses to collect information about clients before engaging in a work relationship. Whether you work for a marketing agency, a development shop, or another customer-focused department, use our Client Onboarding Questionnaire template to streamline the process of requesting and collecting customer information!

Just add your company’s logo and colors to this form, customize it to match your business, and get to collecting customer information from your clients. Instead of trying to collect a client’s information one piece at a time, use Jotform to get everything at once. From the customer’s name and contact info to the steps your customer would like to take, you can ask a client to provide all the information you need at the same time. And with Jotform’s 100+ integrations, you can automatically sync forms to your CRM, project management software, or file sharing platform of choice. To learn more about how to collect information from clients, download our guide, The Ultimate Guide to Client Onboarding! And if you’d like to create a client onboarding questionnaire for your business, use our free Client Onboarding Questionnaire template.