Client Onboarding Questionnaire

Please fill out this form and provide as much information about your business as possible.

Step 1 of 4

Company Name

Website

Your Name

Your Email

Name of the product/service

Can you target globally? (If not, what countries do you operate in?)

How many customers have you worked with?

Please describe the product/service in detail (features and benefits)

What is the primary problem this product/service solves?

If you had a gun to your head and you had to list the ONE benefit that’s most likely to make someone buy the product or service, what would this be?

Does this product/service deliver the #1 benefit in a unique way? Explain

What do current clients especially like about the business and the product/service?

Step 2 of 4

Please list your top competitors

How is your product different? How are those differences better for your prospect?

Please upload your logo

Up to 10 MB per file. For larger files, paste a Google Drive or Dropbox link in your answers.

Please upload your photo

Up to 10 MB per file. For larger files, paste a Google Drive or Dropbox link in your answers.

Please provide either Google Drive or Dropbox links to any video or photo testimonials..

If you were selling the product/service and you really wanted to shock the potential customer and really get their attention, what would you say?

What are the limitations of the product/service?

Step 3 of 4

Who is your product/service NOT for?

What’s the great big promise you give to customers?

How long does it take to see results with your product/service?

Legal restrictions we should be aware of?

What is the price of the product or service?

What EXACTLY is the offer?

Step 4 of 4

Why should clients act now/book a call now with your product/service?

Please describe the ideal client/customer.

What frustrates ideal customers?

What do ideal customers fear? (in just a few words)

What are your customers main pressing needs?

What's an idea your target audience believes is true, but is actually completely WRONG?

What NEGATIVE person, thing, or circumstance do they believe is working against them? And HOW does this hurdle hurt them or keep them from getting results they want?

List common objections. How have you effectively overcome them?

What makes you DIFFERENT from your competitors? (As a company)

Do you have a defined process like the example below? (Please list the old way vs the new way)

Example of a defined process: the old way (run ads for leads, call leads, send emails, no clients) next to the new way (run ads for appointments, appointment booked, appointment attended, new client)

Anything else we should know?