Client Onboarding Questionnaire Template

1. Sign up for Dock for free.
2. Create a new workspace and select the client onboarding questionnaire template.
3. Customize the template to fit your business needs.
4. Save your customized version as a reusable template.
5. Share a personalized version with each new client before onboarding begins.

Yes, Dock is free to try for up to five workspaces. Every paid Dock plan includes unlimited template and workspace usage.

Yes, you can customize the template to match your onboarding process, add new fields, and adjust sections as needed.

Yes. Each time you use the template, you can modify it to match the client’s specific needs and requirements.

Yes, you can keep a template private or share it across your team. Dock allows you to control template visibility and manage access permissions.

A client or customer onboarding questionnaire is a structured intake form designed to collect essential information from new clients before the onboarding process begins. The list of questions typically includes contact information, business goals, marketing strategy, mission statement, and technical requirements.

You should send the questionnaire as soon as a deal is closed and before the official onboarding kickoff. This ensures your team has all the necessary details to create a smooth transition from sales to customer success.

A well-structured client onboarding questionnaire ensures that your team has all the necessary details to deliver a seamless onboarding experience. It reduces back-and-forth communication, aligns client expectations, and helps prevent delays in implementation.

While there’s no one-size-fits-all client questionnaire, the right questions are crucial for providing a smooth onboarding experience.

Only ask your new clients questions you can't answer from your own research or from the information passed off from sales. Avoid open-ended questions and aim for relevant, action-driven questions that trigger directional responses.

Onboarding questionnaires for B2B SaaS clients, for example, usually cover seven key categories: Contact information & billing details, key stakeholders and primary point of contact, use cases, business goals and needs, file uploads, tech stack and integrations, and any additional information.

• Create a client onboarding questionnaire in Dock, and share it across your team. 
• Create an onboarding/client portal template, and embed the questionnaire in that template
• When the client answers the questionnaire, you'll be able to see the answers in the workspace or in the backend of the form in Dock.

• Send the Dock workspace with the form embedded via email.
• Introduce the questionnaire during the kick-off meeting.
• Track client engagement through Dock’s analytics to follow up as needed.

A well-structured client onboarding questionnaire ensures that new clients receive a smooth, efficient onboarding experience, leading to higher satisfaction and long-term client relationships, all while avoiding churn. Tracking metrics like completion rates also helps refine the process of onboarding new clients over time.

• Keep it concise: Only ask for essential, general information to avoid overwhelming clients.
• Use clear, simple language: Make it easy for clients to provide accurate responses.
• Pre-fill known details: Reduce client effort by adding information you already have.
• Centralize responses: Use Dock to store and track all questionnaire submissions in one place.
• Follow up quickly: If clients leave fields blank, use Dock’s workspace comments to ask clarifying questions.

• Asking too many unnecessary questions: Focus on the information that will directly impact onboarding.
• Sending it too late: If you wait until onboarding has already begun, you may face delays.
• Using multiple tools to collect responses: Keep everything in one Dock workspace for better organization and visibility.
• ‍Failing to update the template: Regularly refine your questionnaire based on feedback from your team and clients.

Keep it as short as possible while still gathering essential information. Typically, 10-15 well-targeted questions are enough. If additional details are needed, follow up during the kickoff call.

Yes. Using Dock, you can create a reusable questionnaire template, send it to clients through a shared workspace, and track responses in real time. This eliminates manual follow-ups and keeps everything organized in one place.

• Saves time by eliminating manual data entry.
• Ensures a consistent client onboarding experience across teams.
• Reduces errors in contact information collection.
• Improves client relationship management by tracking engagement.

No, at present the answers to these questions stay in Dock. The reason to use Dock forms for onboarding is that you can display the answers back to the client in their workspace.

If you want to integrate forms with other tools, it's better to embed a tool like Typeform or Google Forms within a Dock workspace (any form can be embedded in Dock).

It should be in a structured, easy-to-fill format like an online form or digital document. With Dock, you can embed the questionnaire directly in a workspace, eliminating the need for email attachments or PDFs.

Use Dock’s engagement tracking to see if the client has viewed or partially completed the questionnaire. If they haven’t, send a quick reminder via email or a Dock workspace comment.

Once the client submits their responses, your onboarding team should review the information, clarify any missing details, and update the onboarding plan accordingly. Dock’s shared workspace allows you to store, organize, and track client responses in one place.

Yes. In Dock, you can modify and save multiple versions of the template for different client types, industries, or onboarding scenarios.

Track completion rates, time to fill out the form, and client feedback. If clients frequently skip certain questions, it may indicate that those questions are unclear or unnecessary. Dock’s analytics features can help you measure engagement with the questionnaire.

Yes, you can customize the questionnaire to ensure that critical fields are mandatory before the client can submit their responses.

Regularly review client feedback and adjust the template accordingly. With Dock, you can update the master template and automatically apply changes to future workspaces without affecting past client submissions.

Instead of using questionnaires, you can also use Dock’s collaborative workspace sections. These allow both parties to make edits. You can provide the questions for a client to fill out, or fill them out alongside your new client during an onboarding kickoff meeting. These collaborative sections can ask the client to identify who will be responsible for creating templates, uploading content, and integrating with the CRM. 

Additionally, you can ask the client to provide its tech stack (e.g., confirm that Salesforce is used as the CRM, HubSpot for marketing automation, and Webflow as the website CMS). Assigning clear roles and documenting the existing tech stack ensures a smooth setup and integration of Dock within an organization’s workflow.