Template 034: Client Onboarding Questionnaire
Client Onboarding Questionnaire
Onboarding Questionnaire on Product/Service, Business and Marketing
Sections
Your Product and Service
- What does your business do?
- What are your best selling products?
- What problem does your service/product solve?
- What makes this product/service unique? Why would someone buy from you versus buying from anyone else or versus doing nothing at all?
- What is the most common result your customer gets from using your product/service?
- Who are your main competitors?
Your Business Model
- How are you currently selling your product and service?
- Please list your annual revenues for the last 3 years
- What is your current monthly revenue?
- What is your average annual profit margin?
- What is your Average Customer Lifetime Value?
- What is the Average Value of the single order people make with you?
- How many different offers do you have?
- What are your best-selling offers?
- What are your business goals for this year?
Your Online Marketing
Social media & Websites (Add links where applicable)
Facebook Page:
Facebook group:
Instagram:
Business Website:
Blog:
Marketing landing and sales page(s):
- How many people visit your website each month?
- What are the most frequently visited pages on your website?
- Where do the visitors come from? Try to define traffic sources and be specific
- Are you running Facebook advertising?
- Are you running any other marketing initiatives to boost sales?
- What marketing software are you using right now?