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.

Questions for Client onboarding survey

1.

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

The answer should be a text input.
2.

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
3.

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
4.

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.

Client onboarding survey FAQ

What is a client onboarding survey?
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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?
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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.

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