Client onboarding survey

On board a new customer, but you can do things to streamline the experience and to ensure the commitment is correct. Ask them what are their needs and goals.

1 minute to complete


All new clients are eligible to fill Client onboarding survey.


Questions for Client onboarding survey



What are your [product/service eg.SEO] related goals, both short and long-term?

The answer should be a text input.

What are some of the specific reasons why you chose this product or service over other similar ones?

Add your releavant options

The answer should be a single choice:
  1. Pricing
  2. Customer Support
  3. Features
  4. UI / UX / Design
  5. Workflows

What features did you not like about this product/service at all in existing tools?

The answer should be a single choice:
  1. Usability
  2. Bugs
  3. Interactions
  4. Customer service

Are there any feedback that could be improved upon in [product/service]?

share your feature request, ideas in this space

The answer should be a text input.

Surveys Similar to Client onboarding survey

  • New Customer Questionnaire
  • Client Satisfaction Survey
  • Client Needs Assessment Survey

Here are some FAQs and additional information
Client onboarding survey

What is a client onboarding survey?

A client onboarding survey or form is a digital survey that helps with gathering information about your new clients. The onboarding survey usually helps in collecting information such as their goals, their pain points, and their expectations.

Why are client onboarding forms important?

Onboarding is a highly essential part of the business because it clearly depicts the value of your product or service. Client onboarding surveys help in reducing customer churn. In addition, it helps in retaining customers by providing tailored services.

Want to use this template?

Loved by people at home
and at work

“BlockSurvey is a simple, effective, and scalable tool for creating surveys for leadership and learning assessment. It's one of this year's best buying choices. Each month, it keeps improving and strives to serve its customers needs.”
Nelson Emilio
Personal Branding Strategist
“I use BlockSurvey to get feedback about all my activities and events. It is really easy to get started and create my first surveys! Then I could see how easy it was to share them. Now I am thinking to use BlockSurvey also within my creative process as an author in order to listen and engage with my audience, knowing that anonymity provides the most sincere and reliable answers.”
Georgina García-Mauriño
Author & Designer
BlockSurvey social proof
G2 Crowd
4.8 Star Rating
BlockSurvey social proof
Editor's choice
BlockSurvey social proof
4.9 Star Rating

What's next? Try out templates like
Client onboarding survey

1000+ Templates, 50+ Categories

Want to create secure online forms and surveys?

Join BlockSurvey.