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Industry-Specific

New Client Onboarding & Information Intake Survey

Captures the essential background, goals, and priorities of a new client before an engagement begins — company profile, decision context, and success criteria — with an AI follow-up that digs into the real business problem behind their stated goals so your team starts the relationship with clarity instead of assumptions.

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設問の例

テンプレートの内容をプレビューできます。すべての設問は公開前に自由に編集できます。

全13問・約7分
Q01
メッセージ

Welcome, and thank you for choosing to work with us! To set your project up for success, we'd like to learn a bit about your business, goals, and priorities. Your responses are completely confidential and anonymized. This takes about 5 minutes and helps us tailor our approach to you.

Q02
自由回答（短文）必須

What is the name of your company or organization?

Q03
選択式必須

Which industry best describes your business? (Template note: replace with your own industry categories before launching.)

  • Technology & Software
  • Healthcare
  • Financial Services
  • Retail & E-commerce
  • Manufacturing
  • Professional Services
  • Nonprofit / Government
Q04
選択式

How many employees does your organization currently have?

  • 1-10
  • 11-50
  • 51-200
  • 201-1000
  • 1000+
Q05
自由回答（長文）必須

In your own words, what are you hoping to achieve by working with us?

Q06
ランク付け必須

Rank the following in order of importance to your organization right now, from most to least important.

  1. Reduce costs
  2. Increase revenue
  3. Improve operational efficiency
  4. Enhance customer experience
  5. Support growth or expansion
  6. Ensure compliance or manage risk
ドラッグして順位を付ける
Q07
マトリクス必須

How important is each of the following to how you'll judge this engagement's success?

5行 × 5列
  • Staying within budget
  • Meeting the project timeline
  • Quality of the final work
  • Frequency and clarity of communication
  • Support after the project ends
列: Not important · Slightly important · Moderately important · Very important · Extremely important
Q08
オピニオンスケール必須

How satisfied are you with your current solution or provider for this need, if you have one?

スケール: 1 – 7
最小:Not satisfied at all最大:Extremely satisfied
Q09
選択式

How would you prefer we communicate with you during this engagement?

  • Email
  • Phone calls
  • Video calls
  • Messaging app (e.g. Slack)
  • In-person meetings
Q10
AIインタビュー

Probe the 'why' behind the respondent's stated top goal from the earlier ranking and open-text answer: what triggered this priority now, what has been tried before and failed, and what a successful outcome would concretely look like in 6-12 months. If their goal is vague (e.g. 'grow the business'), press for a specific metric or event they'd point to as proof of success.

Q11
自由回答（短文）

What is your company's website URL? (Optional — helps us prepare before our first meeting.)

Q12
選択式

Which best describes your role in this decision?

  • Final decision-maker
  • Strong influence, but not the final decision
  • Gathering information for someone else
  • Prefer not to say
Q13
メッセージ

Thank you for sharing this with us! We'll use your answers to prepare a tailored kickoff and make sure your project starts aligned with what matters most to you.

含まれる機能

  • AIによる深掘り

    自由回答に合わせてAIが追加で質問し、固定のフォームでは拾えない具体的な内容を引き出します。

  • 注意確認設問

    急いだ回答や質の低い回答者を除外する仕組みを標準で備えています。

  • AIが作成する設問文

    文言、設問の順序、条件分岐をAIが調査の目的に合わせて作成します。

  • 自動レポート

    回答が集まると、テーマ、引用、わかりやすい要約が自動で作成されます。

他ツールとの比較

ほかのアンケートツールで最も近いテンプレートを調べました。それぞれの優れている点と、このテンプレートがさらに踏み込んでいる点をまとめています。

このテンプレートを選ぶ理由

  • Goes beyond static intake fields with an AI follow-up interview that specifically probes the 'why' behind the respondent's top-ranked priority, so your team understands the real business problem, not just a stated goal
  • Combines company profile, decision context (role in the decision), and success criteria (importance ranking and matrix rating) in one structured flow rather than a flat contact form
  • Captures current-solution satisfaction and communication preferences upfront, giving account teams practical onboarding context alongside strategic goals
  • Opens and closes with tailored chat messages that frame the survey as the start of a client relationship, not just a data-collection form

SurveySparrow

Sample Client Information Form Template | For New Clients & Customers

A straightforward client information form template aimed at capturing basic contact and business details for new clients. It's a static, fielding-ready form rather than an interview, with no mechanism to explore the reasoning behind a client's answers. Useful for simple data collection but not for uncovering underlying goals.

優れている点

  • Purpose-built template specifically for onboarding new clients/customers
  • Simple, ready-to-use form structure for quick deployment
  • Part of a broader survey platform with standard question types and reporting

物足りない点

  • No adaptive follow-up questioning — all questions are fixed in advance
  • No voice AI interview or guided screen-share task option
  • No automated per-response quality scoring or transparent prompt methodology

Typeform

Client information form template

A conversational-style form template for collecting basic client details, leveraging Typeform's signature one-question-at-a-time UI. It's designed for a polished intake experience but remains a fixed question set with no dynamic probing of client goals. Good for first impressions, less suited to uncovering the business problem behind stated needs.

優れている点

  • Polished, conversational UI known for high completion rates
  • Easy to brand and customize visually for a professional first touchpoint
  • Simple setup for basic client detail collection

物足りない点

  • No AI-driven follow-up interview to dig into the 'why' behind client goals
  • No voice AI interview option or guided task/screen-share capability
  • No automated quality scoring of responses or auto-generated analytical reports

SurveyMonkey

Client Intake Form Template

A standard client intake form template covering typical onboarding fields like contact info and service needs. It benefits from SurveyMonkey's established survey infrastructure and analytics, but the template itself is static and does not adapt based on a respondent's answers. Best suited for routine intake rather than deeper discovery of client priorities.

優れている点

  • Backed by a mature, widely-used survey platform with solid reporting tools
  • Familiar, easy-to-deploy intake form structure
  • Broad question-type library for customizing the base template

物足りない点

  • No adaptive AI follow-up to probe the reasoning behind a client's top priorities
  • No voice AI interview or screen-share guided task functionality
  • No transparent, published prompt methodology or automated response quality scoring

よくあるご質問

「New Client Onboarding & Information Intake Survey」テンプレートにはどのような設問が含まれていますか？

すぐに使える設問が13問含まれており、最初の設問は次のとおりです：「Welcome, and thank you for choosing to work with us! To set your project up for success, we'd like to learn a bit about…」・「What is the name of your company or organization?」・「Which industry best describes your business? (Template note: replace with your own industry categories before launching.…」。すべての設問は上でプレビューでき、自由に編集できます。

このアンケートの回答にはどのくらい時間がかかりますか？

回答者は通常、13問を約7分で回答し終えます。

テンプレートは編集できますか？

はい。公開前であれば、すべての設問、選択肢、順序を編集できます。設問の追加や削除のほか、調査の目的に合わせた作り直しをAIエディターに依頼することもできます。

このテンプレートは無料で使えますか？

はい。エディターで開けば、すぐに編集を始められます。お試しにアカウントは不要で、無料プランでアンケートを公開できます。

公開の準備はできましたか？

このテンプレートをエディターで開いてみてください。最初の回答者が目にする前に、すべてを自由に変更できます。

このテンプレートを使う無料で始める

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