Client Questionnaire Template
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Before onboarding a new client, you need to know the basics to ensure your approach will be welcomed. A simple survey is a great way to quickly understand the basics and help you shape your client’s welcome.
Client questionnaire FAQs:
1. Start off on the right foot with your clients
A new client questionnaire survey will help you break the ice, and allow you to tailor your introductions. There’s nothing worse than being underprepared, so do your research and get information ahead of meeting your latest acquisition.
Typeforms allow you to tailor your survey to your needs. So whether you need to understand company size, or what your new client’s goals are, you can collect the information with ease.
2. Collecting and managing data is simple with Typeform
When managing multiple entries, you need to easily organize and analyze your form data. Whether you have 5 or 500 form entries, typeforms allow you to simply manage and export the information you’ve collected.
You can also export to other business apps, so you can stay in the tools you are already using. Google Docs lover? Send your form data across and manage it from there. Slack addict? Get instant notifications when your questionnaire is completed.
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Here's what people say about us
Form builders are as old as the web, but Typeform elevates the medium substantially.
Johnny Rodgers
Product Architect
We’ve received 3x the responses using Typeform than from a professionally commissioned market research study
Kate Donhoe
Head of Product Marketing
Leads from the Typeform integration were twice as likely to convert.
Tobias Wasmer
Marketing Manager @ Volvo Cars
You used to need developers to do all this. Not anymore.
Kyle Maltz
Chief Operating Officer
Typeform is a production-grade system for our entire growth funnel.
Gaurav Vohra
Head of Growth
Typeform helps me attract more responses and a higher response rate than other tools.
Rand Fishkin
CEO + Founder
Form builders are as old as the web, but Typeform elevates the medium substantially.
Johnny Rodgers
Product Architect
We’ve received 3x the responses using Typeform than from a professionally commissioned market research study
Kate Donhoe
Head of Product Marketing
Leads from the Typeform integration were twice as likely to convert.
Tobias Wasmer
Marketing Manager @ Volvo Cars
You used to need developers to do all this. Not anymore.
Kyle Maltz
Chief Operating Officer
Typeform is a production-grade system for our entire growth funnel.
Gaurav Vohra
Head of Growth
Typeform helps me attract more responses and a higher response rate than other tools.
Rand Fishkin
CEO + Founder
Form builders are as old as the web, but Typeform elevates the medium substantially.
Johnny Rodgers
Product Architect
We’ve received 3x the responses using Typeform than from a professionally commissioned market research study
Kate Donhoe
Head of Product Marketing
Leads from the Typeform integration were twice as likely to convert.
Tobias Wasmer
Marketing Manager @ Volvo Cars
You used to need developers to do all this. Not anymore.
Kyle Maltz
Chief Operating Officer
Typeform is a production-grade system for our entire growth funnel.
Gaurav Vohra
Head of Growth
Typeform helps me attract more responses and a higher response rate than other tools.
Rand Fishkin
CEO + Founder
How does it work?
Make a stylish form in minutes with our drag-and-drop builder.
Choose from different question types: multiple choice, rating, opinion scale, free-form text, and more.
Take respondents down different paths based on their answers.
Client questionnaire not right?
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