Client Onboarding Questionnaire Template
Client Onboarding Questionnaire Template
Client Onboarding Questionnaire Template

Client Onboarding Questionnaire Template

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Look more professional, 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 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 be easily updated with the click of a button.

This questionnaire ensures you have a solid foundation to start each design project.

What's included:

✅ A polished and thorough questionnaire that covers all aspects of a residential design project.

✅ A way to gain a deep understanding of your client's needs, preferences and vision for their project (which will help you develop a design concept they are actually happy with!).

✅ A way to capture all project details upfront, reducing the need for time consuming back and forth communication with clients.

✅ Builds client communication and trust from the start by showing them that their input is valued.

✅ The best way to establish project requirements and expectations from the start.

This template 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.

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.  

Note: this is a digital template, a hard copy is not sent to you (but the template can be printed out and bound at your local print shop). 

Good to know: 

⭐️ You can fully customise fonts, logos and branding (and even change languages) - all drag and drop.

⭐️ 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.

⭐️ Immediately sent to you once you've signed up - get started right away.

⭐️ More than pays for itself in the time savings you make by purchasing a pre-made template.

⭐️ Will immediately upgrade the professional look and feel of your business so you can get back to working with clients rather than spending your time making templates!

Check out all the other templates in our shop. They're designed to work together to create a consistent, professional image to your clients across all stages of the project journey.


This is a digital product and all sales are final.