Client Onboarding Questionnaire Template

Collect everything you need from your client upfront - clearly and professionally

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Stop Chasing Clients for Info You Should’ve Had From Day One

It’s week 4 of your project. You’re knee-deep in concept design.

And your client suddenly decides they want a gas cooktop instead of induction.

Or sends you a Pinterest board you’ve never seen before.

Or casually mentions they might want to include a double vanity in the ensuite. 

That’s what happens when you skip proper onboarding. Now you have to re-work your entire concept. 

The Client Onboarding Questionnaire Template helps you collect everything you need from your clients - clearly, professionally and upfront - so you can design with confidence and avoid nasty surprises halfway through a project.

Why Designers Rely on This Template

✅ Captures the details you need - before the project begins

✅ Saves hours of back-and-forth emails with one polished, professional doc

✅ Helps clients feel heard and seen right from the beginning

✅ Builds trust by showing you’ve done this before (even if you haven’t!)

✅ Easily customisable in Canva – update branding, fonts, colours, or even the language

✅ Creates a strong foundation for a smoother project, fewer revisions and happier clients

✅ Created by a designer, for designers -  with questions you actually need the answers to

✅ Gives you what you need to create a design they’ll actually love

What’s Inside

📄 10 fully customisable Canva pages including:

• General project overview questions

• Questions about personal preferences

• Kitchen features and design preferences 

• Laundry and bathroom features and design preferences

• And more! 

💡 Comes pre-filled with all the questions you'll need for a typical residential design project – just tweak to suit your own process.

Good to Know

⭐️ Works with the free version of Canva

⭐️ One-time purchase – use it for every client, every project

⭐️ Fully editable – drag-and-drop fonts, colours, branding, layout

⭐️ Comes with a setup video so you can get started fast

⭐️ Can be printed or shared digitally

⭐️ Instantly delivered to your inbox

⭐️ Pays for itself in time saved on just one project

🥳 READ TESTIMONIALS FROM HAPPY DESIGNERS HERE

Start Every Project with Clarity and Confidence

This isn’t just a list of questions - it’s a professional onboarding system that helps you do better work - faster.

💡 This template is included in our Top Selling Template Bundle - save over 30% and get this template plus all our most popular tools in one easy download.

📥 Delivered instantly. Customise in under an hour. Use it forever.

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