Client Onboarding Intake Questionnaire
With this Client Onboarding Intake Questionnaire, you can be sure to have a smooth and successful onboarding process for you and for your new clients! 😉
Having a seamless Intake Questionnaire like this one will not only save you time and sanity, but will also make your clients feel comfortable and well taken care of. This can result in a higher customer retention rate! 💸
No more back and forth emails...no more confused logins, strategies, or unclear expectations...you can finally streamline your business processes, get on the same page with your clients, set clear expectations and give them everything they need from the start. Get ready to wow your client! This template is DOWNLOADABLE and FULLY EDITABLE.
WHY DO YOU NEED THIS QUESTIONNAIRE?
Client onboarding can be an overwhelming process! This is a crucial stage where you will need to focus on gathering information about their branding, business goals, setting expectations, and keeping them up to date with their next steps in order to successfully onboard your client. Without an Onboarding Intake Questionnaire, you will end up wasting time sending email back and forth, and looking unprofessional.😔
We've felt this pain before and that's why we developed this Intake Questionnaire to help social media managers/freelancers/ online business owners like you! With this Onboarding form, you can collect EVERYTHING you need to get started with your new clients at once.🙌 It will save you so much time (and sanity) not to mention making your clients feel comfortable and well looked after, which will lead to boosting their loyalty!🤑
WHAT'S INCLUDED?
Branding Intake Questionnaire
Account Access Intake Questionnaire
Marketing Strategy Intake Questionnaire
Client Expectation Intake Questionnaire
Client Relationship Intake Questionnaire
HOW TO GET STARTED?
AFTER YOUR PURCHASE IS CONFIRMED:
👉You’ll receive a PDF file with a link & instructions on how to use the Google Form template
AND AFTER YOU RECEIVE YOUR DOWNLOAD YOU'LL WANT TO:
👉 Open the PDF that came with your purchase, read through the instructions and click the link to access your template
👉Your browser will open the Google form template. Then, click "Make a copy" to create your own version.
👉You will then be asked to create a folder in your Google Drive. Please click "Restore" so that you can collect responses from the questionnaire.
👉 Edit, change and customize the template using your own photos (or stock photos), text, and colours.
👉 Please feel free to save and use the template as many times as you like.
YOUR NEXT STEPS:
👋Please feel free to message me with any inquiries and I will be happy to help you learn how to integrate this template into your onboarding workflow! If you find it helpful, please screenshot and post it in your Instagram stories, and tag me instagram.com/joannayung.co! ❤️️
Seeing your stories about the template not only makes me feel loved, seen, and supported, but it also helps me identify what's working with the template, and see how I can improve it overtime!
👉Psst…There's more to social media management than just having a protfolio. If you want to learn about all the best practices in social media management and building a SMM business that allows you to work from anywhere you like, attend my free training at Social Nomad Academy if you haven't yet, or contact me for a free strategy call directly.
- Joanna🥰
Please note that due to the digital nature of our products, all purchases are final and non-refundable.
***FOR NON-COMMERCIAL USE ONLY***
Your purchase licenses you to use this copyrighted branding template for your personal use only, and cannot be resold. By purchasing this design you agree and are bound to the copyright agreement.