Create a client onboarding questionnaire

Collect everything you need before kickoff in one form, so you stop chasing details by email.

Want it faster? Fill in a form and open the finished prompt in ChatGPT, Claude, Grok, or another AI.

Tools: ChatGPT, Google Forms. Either works; use the one you already pay for.

Steps

List what you always end up asking for: logins, brand files, decision maker, examples they like.
Run the prompt to get a questionnaire.
Build it in Google Forms. Use file upload questions for assets.
Send the link with your signed contract and don't start the clock until it's done.

Prompts

Questionnaire

I'm a freelance [SERVICE]. Write an onboarding questionnaire for new clients, max 15 questions. Group into: project goals, audience, examples they like and dislike, assets and access, decision process, deadlines. Mark which are required. Phrase questions so a busy non-expert can answer in under 10 minutes.

Replace anything in [BRACKETS]. AI output can be wrong, so check facts, names, and numbers before you use it.

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