How to Create an Amazing Onboarding Questionnaire
As a business owner, it is important to have a smooth onboarding process in order to ensure the success of your project with your clients. For many business owners, the onboarding phase is when you will be gathering information from your clients in order to ensure that you have everything you need to be able to successfully complete the project.
One of the easiest ways to streamline this process is to combine everything into one single questionnaire that your client will fill out prior to the project starting. The purpose of this questionnaire is to eliminate all of the back and forth with emails and condense everything into one easy-to-reference document.
Questions to ask
The purpose of the onboarding questionnaire is to gather all the essential information needed to be able to get your project started. You will need to think about all of the information that you typically need in order to do your job. Depending on your business this can be information about the client’s business, or the client themselves and what they hope to achieve by working with you.
For example, a wedding photographer might ask questions pertaining to the client’s wedding day such as important times, people involved, and the client’s preferences and desires for their wedding day. A brand designer on the other hand might ask for information about the client’s brand colors, fonts, etc.
Take some time to list out all the questions that you typically ask clients, and then brainstorm to see if there are any other questions that might be helpful for you to do your job even better and add those to the list as well.
Designing the Questionnaire
When designing your questionnaire, you’ll want to keep it as concise and focused as possible without leaving out essential information that you will need. Think about the key elements that you need to know, and then think about what other things might be helpful for you that you could consider adding as well. Try to group similar questions together. By creating sections in your questionnaire and allowing your client to save as they go along, you can make your questionnaire feel a lot less daunting when a client comes to fill it out.
Feel free to use a mix of open-ended and close-ended questions on your questionnaire for variety. You might also choose to use section banners or images to break up the sections in your questionnaire and make it feel more on-brand for your business. Questionnaires are also a great place to collect other information such as images, headshots, brand guides, or anything else that you might need to ask your client for as you get ready to work on their project.
Keep in mind that you should revisit your questionnaires and update them as often as needed. As your business grows, you might think of more questions that would be helpful for you to ask. Continually adding and removing questions is a normal part of managing your questionnaires.
In Conclusion
Having all your information gathered in an onboarding questionnaire can help amplify your experience with your client. Not only does it help with eliminating some back-and-forth emails with your client during the process, but it can also help you stay more organized and on top of all your clients’ projects.
In conclusion, having a smooth onboarding process is crucial for the success of your projects with clients as a business owner. By implementing an effective onboarding questionnaire, you can enhance communication, gather necessary information efficiently, and set a solid foundation for successful project outcomes with your clients.
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