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Create professional onboarding experiences that set projects up for success
Make a seamless client intake workflow using Formly's no-code platform.
Fully brand your form with colors, fonts, and logos and place them exactly where your clients need them—in welcome emails, client portals, and onboarding sequences.
Client onboarding questionnaire maker FAQs
1. How do I use this new client onboarding questionnaire template?
Start by selecting the ready-made template in Formly's no-code form builder. From there, you can easily customize the questions to match your service offerings, add conditional logic to show relevant sections, and create a seamless intake experience. The template comes pre-built for marketing agencies and consultants but can be adapted for any industry. You can also add file upload fields for brand assets, contracts, or other materials. It's the fastest way to launch a professional client intake process without starting from scratch.
2. What question types should I include for effective client onboarding?
Effective onboarding questionnaires typically cover current situation assessment, goals and objectives, target audience details, budget parameters, timeline and client expectations, and communication preferences. For marketing clients specifically, include questions about existing marketing efforts, brand guidelines, competitor analysis, and success metrics. Mix question formats like multiple choice for quick responses, rating scales for priorities, and open-ended fields for detailed explanations. Keep it comprehensive but focused to gather actionable insights.
3. Can I customize this questionnaire in Formly?
Yes! You can fully customize the design with your brand colors, fonts, and logo to create a professional first impression. Beyond aesthetics, you can tailor questions to your specific services, add conditional logic to show relevant sections based on client type, and integrate file uploads for brand assets or documentation. This makes it perfect for agencies, consultants, freelancers, and service providers across any industry who want to standardize their client intake process.
4. How do I set up conditional logic for different client types?
Form creation is a breeze with Formly. In our form builder, you can create branching paths based on client responses. For example, if a client selects "social media marketing," show questions about current platforms and content strategy. If they choose "web design," display questions about technical requirements and user experience goals. This ensures each client only sees relevant questions while you gather all the information needed for their specific project type.
5. Where can I use my client onboarding questionnaire?
You can deploy your questionnaire anywhere in your client journey! Send it via email after contract signing, embed it in your client portal, or include it in welcome packets. Share the direct link during discovery calls, add it to your project management workflow, or integrate it into your CRM automation. Whether clients are completing it on mobile or desktop, Formly's forms are fully responsive and provide a smooth experience across all devices.
You can even take advantage of Formly's integration with Google Sheets to streamline your workflow and connect client data to 3000+ apps and automation tools.
6. How do I manage and follow up on questionnaire responses?
With our built-in email notifications, you can automatically receive client responses and route them to the right team members immediately. Set up automated follow-ups for incomplete submissions, and integrate with tools like Zapier, Asana, or your CRM to automatically create projects, assign tasks, or trigger onboarding sequences. Want to streamline further? Use the data to pre-populate project briefs, generate custom proposals, or create personalized strategy documents—all based on their detailed responses.
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