Why the onboarding questionnaire matters and how to fill it out quickly and accurately.
The onboarding questionnaire is the single most important document you'll complete as a new client. It gives your account manager and service team the information they need to start work immediately, without scheduling multiple calls to gather basic details.
What the Questionnaire Covers
- Business information: Legal business name, industry, target audience, and primary goals.
- Existing assets: Whether you have a current logo, brand colors, existing website, or domain name.
- Service priorities: Which services you need first and your preferred timelines.
- Access credentials: Any logins we'll need to get started (these are shared securely through the portal).
- Key contacts: Who on your team should receive updates and who has approval authority.
Tips for Completing It Quickly
Set aside 15–20 minutes when you can answer without interruption. Don't overthink the creative sections — rough answers are better than delayed perfect ones. If you're unsure about something (like exact brand colors), write "unknown" and your account manager will help you define it during the kickoff call. The questionnaire saves automatically as you type, so you can return to it if needed.