FormConsultants / Accountants / Law Firms / Agencies11 questions · ~5 min

Client Onboarding Questionnaire form template

This free Client Onboarding Questionnaire form template helps you gather a new client’s details, goals and preferences before work starts. It has 11 ready-made questions, takes about 5 minutes to answer, and is anonymous by default. Customise every question, then share it by link, QR code or website embed.

Use this template — freeAll templates

Questions in this template

  1. Company name *
    Short text
  2. Your name *
    Short text
  3. Email address *
    Email address
  4. Phone (optional)
    Phone number
  5. Industry
    Short text
  6. Company size
    Single choice
    Just me · 2–10 · 11–50 · 51–200 · More than 200
  7. Which services do you need? *
    Multiple choice
    Consulting / advisory · Accounting / bookkeeping · Tax · Legal · IT / technology · Marketing · Other
  8. What would you like to achieve? *
    Long text
  9. Timeline
    Single choice
    As soon as possible · Within a month · 1–3 months · Flexible
  10. How would you like us to keep in touch?
    Multiple choice
    Email · Phone · Video calls · WhatsApp
  11. Relevant documents (optional)
    File upload

* required. Every question is editable.

Recommended settings

Visibility
Unlisted — only people with the link
Responses
Anonymous — not linked to accounts
Results
Only you and your workspace see results
One response per
No limit (people can submit for others)
Consent notice
Included — edit it to match your policy

Best for: Company details, services needed, communication preferences.

Industries: IT & Software, Professional Services, Financial Services.

Best practice for lead generation

  • Ask only for contact details you will actually use.
  • Keep the consent notice visible and specific.
  • Export to CSV or connect a webhook to send leads to your CRM.

Client Onboarding Questionnaire: frequently asked questions

What questions should a Client Onboarding Questionnaire form include?

A good Client Onboarding Questionnaire form is short and focused. This template asks: Company name · Your name · Email address · Phone (optional) — plus 7 more. Remove anything you won’t act on.

Is the Client Onboarding Questionnaire form anonymous?

Yes. Responses are anonymous by default and aren’t linked to anyone’s account, although the form asks for contact details so you can reply.

How long does the Client Onboarding Questionnaire form take to complete?

About 5 minutes — 11 questions. Shorter forms get more responses.

Can I customise the Client Onboarding Questionnaire form template?

Yes. Every question, option and setting is editable before you publish, and you can add skip logic, pages, a cover image and translations into 20 more languages, from Chinese, Hindi and Spanish to Arabic, Bengali and Hausa.

How do I share the Client Onboarding Questionnaire form and see results?

Publish it to get a link, QR code and embed code. Results update live; export to CSV or Excel, print a PDF report, or connect Google Sheets.

Client Onboarding Questionnaire form template (free) · Quibzy