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Elevate your client onboarding experience and start your projects off the right way
The Client Onboarding Questionnaire template helps you showcase your professionalism, streamline operations and set the stage for a successful project journey.
If you find yourself spending excessive time gathering crucial project details, struggling with scattered client information or experiencing communication gaps, the Client Onboarding Questionnaire is what you need.
Built in Canva, the questionnaire template seamlessly helps you collect essential client information, preferences and project preferences from your clients.
The template comes with 10 pages of pre-populated questions for a typical residential design project, but these are easily customisable to whatever you would like to include.
All branding, colours and images can also be updated with the click of a button.
This comprehensive questionnaire ensures you have a solid foundation to start the design process.
Good to know:
⭐️ you can fully customise fonts, logos and branding (and even change languages)
⭐️ can be used with the free version of Canva (paid subscription not required)
⭐️ one-time purchase, no ongoing fees for multiple project uses
⭐️ simple to use and comes with video instructions to get you set up
Here’s why you’ll love the Client Onboarding Questionnaire Template:
🌟 Professional Image: Kick off your client relationship with a polished and thorough questionnaire.
🎯 Informed Planning: Gain a deep understanding of your client's needs, preferences and vision for their project. This foundational information will guide you in developing a design concept that aligns with their expectations.
⏱️ Time Savings: Capture all the crucial details you need upfront, reducing the need for time consuming back and forth communication later in the project.
🤝 Strong Client Relationships: Set the stage for open communication and trust. A thorough questionnaire shows your clients that their input is valued and that their satisfaction is your priority.
💡 Project Clarity: By clearly establishing project requirements and expectations from the outset, you can avoid potential misunderstandings and ensure a smooth project journey.
The Client Onboarding Questionnaire is more than just a list of questions, it’s an essential tool in your client management and onboarding process that will set the stage for a successful project.
Once you've signed up you will get immediate access to the template plus a video training to help you implement all of the features.
In less than an hour you'll have your own custom branded onboarding questionnaire template that you can then tailor and update quickly and easily each time you are onboarding a new client.
Also make sure to check out all the other templates in our shop. They're designed to work together seamlessly, ensuring a consistent, professional image is presented to your clients across all stages of their project journey.
💰 Your investment: All our templates are a small, one time investment. Put an end to recurring payments for subscription based design software and reuse the templates for every project. They will save you hours of time in creating your own and as your business grows the templates more than pay for themselves.
More information about our business courses and templates for designers + architects
At The Little Design Corner, we are all about helping you take messy action so you can improve your design business a little bit at a time.
Our aim is to help you upgrade your professionalism and profitability by providing you with actionable resources that will improve the way you work with clients, how you run your business and where you spend your time.
When your business improves, you will build in confidence, make better decisions, and win back the time and freedom to spend doing the things you LOVE (like working on your client designs or simply spending more time with your family!).
We offer lifetime access to all course and template purchases. This means you can revisit the materials at your convenience and refining your skills whenever you need to. 😀
This is a digital product and all sales are final.