Client Onboarding Questionnaire Template – Editable Form for Collecting New Client Information

The Client Onboarding Questionnaire Template helps businesses and freelancers collect key client information at the start of a project.

This structured form covers company background, project goals, target audience, budget, communication preferences, and additional notes. By using it, you ensure smoother collaboration and avoid misunderstandings.

✅ Fully editable and customizable
✅ Saves time during client onboarding
✅ Ensures all project requirements and client expectations are clear
✅ Suitable for agencies, consultants, freelancers, and service providers

Perfect for consulting firms, creative agencies, coaches, and independent professionals.