NEW CLIENT QUESTIONNAIRE 15 Questions to Ask Every Client Before Starting Work ======================================================= Download more free templates at solostack.madethis.app/resources Send this questionnaire to every new client after contract signing. Give them 5–7 business days to complete it before the kickoff call. --- How to use this questionnaire: → Copy the questions into a Google Form, Typeform, Notion page, or send as a PDF → Ask clients to complete it at least 48 hours before your kickoff call → Review their answers before the call and prepare follow-up questions → Save the completed questionnaire to the project folder for reference throughout the engagement --- NEW CLIENT QUESTIONNAIRE [YOUR BUSINESS NAME] Project: [PROJECT NAME] Client: [CLIENT NAME] Date: [DATE] --- SECTION 1: YOUR BUSINESS & GOALS ----------------------------------- Question 1: In 2-3 sentences, describe your business and what makes it different from your competitors. Your answer: _______________________________________________ _______________________________________________ _______________________________________________ Question 2: What is the single most important goal for this project? If this project is a success, what has changed for your business? Your answer: _______________________________________________ _______________________________________________ _______________________________________________ Question 3: Who is your ideal customer? Describe them as specifically as possible — demographics, job title, pain points, what they want, where they hang out online. Your answer: _______________________________________________ _______________________________________________ _______________________________________________ Question 4: What is the #1 action you want your customers to take when they encounter this work? (Buy, subscribe, book a call, download, share, etc.) Your answer: _______________________________________________ _______________________________________________ SECTION 2: BRAND & STYLE -------------------------- Question 5: How do you want your brand to feel? Choose 3-5 words that describe the tone/personality you want to convey. (Examples: professional, approachable, bold, minimalist, playful, authoritative, warm, premium, no-nonsense) Your answer: _______________________________________________ Question 6: Share 3-5 examples of work (from competitors, other industries, or anywhere) that you love and want to use as inspiration. What specifically do you love about each one? Example 1: [URL/description] — What I love about it: _______________________________________________ Example 2: [URL/description] — What I love about it: _______________________________________________ Example 3: [URL/description] — What I love about it: _______________________________________________ Question 7: Are there any styles, colors, formats, or approaches you absolutely do NOT want? What have you seen in your industry that you want to avoid? Your answer: _______________________________________________ _______________________________________________ SECTION 3: PROJECT SPECIFICS ------------------------------ Question 8: What deliverables do you expect at the end of this project? List every specific item. (This helps us make sure we're aligned on exactly what "done" looks like.) Your answer: _______________________________________________ _______________________________________________ _______________________________________________ Question 9: Do you have any existing assets I should be aware of or incorporate? (Existing logo, brand guidelines, copy, images, content, previous versions of this work, etc.) Your answer: _______________________________________________ _______________________________________________ Question 10: Are there any technical requirements, platform constraints, or non-negotiables I need to know about before I start? (Platform specs, file format requirements, accessibility standards, legal/compliance requirements, etc.) Your answer: _______________________________________________ _______________________________________________ SECTION 4: TIMELINE & PROCESS -------------------------------- Question 11: Is there a hard deadline for this project? If so, what is it and why does it matter? (Launch date, event, announcement, sales campaign, etc.) Your answer: _______________________________________________ _______________________________________________ Question 12: Who else is involved in reviewing and approving this work on your end? Please name everyone who will have input. (It's important I know all stakeholders upfront so we can plan for feedback rounds accordingly.) Your answer: _______________________________________________ _______________________________________________ Question 13: How do you prefer to communicate during the project? Choose one: [ ] Email only [ ] Email + scheduled calls [ ] Slack/messaging [ ] Project management tool How quickly can you typically respond to feedback requests? [ ] Within 24 hours [ ] Within 48 hours [ ] Within 3-5 business days [ ] Other: ________ SECTION 5: CONTEXT & HISTORY ------------------------------- Question 14: Have you worked with other freelancers or agencies on similar projects before? What went well? What didn't go well? (Be honest — this helps me avoid repeating past frustrations.) Your answer: _______________________________________________ _______________________________________________ _______________________________________________ Question 15: Is there anything else I should know about you, your business, or this project that would help me do my best work? Your answer: _______________________________________________ _______________________________________________ _______________________________________________ --- NEXT STEPS ----------- Thank you for completing this questionnaire! Here's what happens next: 1. I'll review your answers before our kickoff call on [DATE/TIME]. 2. I may follow up with a few clarifying questions via email. 3. On our kickoff call, we'll confirm the project scope, timeline, and communication process. 4. After the call, I'll send a written recap confirming everything we discussed. If you have any questions before our call, reply to the email I sent with this questionnaire. [YOUR NAME] | [YOUR EMAIL] | [YOUR WEBSITE] --- Want the full Client Management Bundle with complete SOPs, email scripts, and 50+ ready-to-use templates? → solostack.madethis.app/products