FREE AGENCY RESOURCE
Client onboarding
questionnaire.
A reusable set of prompts for clarifying project goals, audience, scope, approvals and next steps after an initial enquiry.
Plain text · Version 1.0 · Published 2026-11-03
What’s inside
Questions about business context, objectives, audience, deliverables, people, timing and secure access arrangements.
How to use it
- Adapt the prompts to your service and remove questions you do not need.
- Explain your applicable privacy information and how the answers will be used.
- Review answers with the client and assign any follow-up decisions.
Do not request passwords, payment details or identity documents in a general questionnaire. Downloading does not require a newsletter subscription.