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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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Sample questions

A preview of what’s in the template. Every question is editable before you launch.

13 questions · ~7 min
Q01
Message

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. This takes about 5 minutes and helps us tailor our approach to you.

Q02
Short TextRequired

What is the name of your company or organization?

Q03
Multiple ChoiceRequired

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
Multiple Choice

How many employees does your organization currently have?

  • 1-10
  • 11-50
  • 51-200
  • 201-1000
  • 1000+
Q05
Long TextRequired

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

Q06
RankingRequired

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
Drag to rank
Q07
MatrixRequired

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

5 rows × 5 columns
  • Staying within budget
  • Meeting the project timeline
  • Quality of the final work
  • Frequency and clarity of communication
  • Support after the project ends
Columns: Not important · Slightly important · Moderately important · Very important · Extremely important
Q08
Opinion ScaleRequired

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

Scale: 1 – 7
Min:Not satisfied at allMax:Extremely satisfied
Q09
Multiple Choice

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 Interview

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
Short Text

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

Q12
Multiple Choice

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
Message

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.

What’s included

  • AI follow-ups

    Adaptive probes on open-ended answers that pull out detail a static form would miss.

  • Attention checks

    Built-in safeguards against rushed answers and low-quality respondents.

  • AI-drafted copy

    Wording, ordering, and branching written by the AI — tuned to your research goal.

  • Auto report

    Themes, quotes, and a plain-English summary write themselves once responses come in.

How it compares

We reviewed the closest templates from other survey tools. Here’s what they do well — and where this template goes further.

Why this template

  • 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.

What it does well

  • 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

Where it falls short

  • 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.

What it does well

  • 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

Where it falls short

  • 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.

What it does well

  • 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

Where it falls short

  • 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

Ready to launch?

Open this template in the editor. Every part is yours to change before the first respondent sees it.

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