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Client questionnaire template

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Client questionnaire template

Quickly get to know newly acquired clients

Collect up to 3.5x more data with Typeform

New client? Tell us more…

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.

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Client questionnaire template FAQs:

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.

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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