When you're first starting out as a freelancer with a new client, it can be difficult to know what to ask. How do you know which questions are important and which aren't? The answer is simple: Ask them everything you can think of related to the work!
I also stumbled on this dilemma while starting out and somehow crafted a workable questionnaire that I use for reference for future clients. I hope this helps you as much as it helped me!
By using this Free Client Onboarding Questionnaire Template Guide, you will have all of the essential information about your clients and their requirements at your fingertips during every step of the onboarding process.
Instructions on how to use the Free Client Onboarding Questionnaire Template Guide for Digital Marketers:
- Download the PDF file here
- Once downloaded, you can create your own and use the file as a guide
- Once you're done with your template, you can upload it to pdfescape.com to make it a fillable pdf file -- makes it so much easier for your future clients!
I hope this post has helped you think about your own onboarding process and how it can be improved. If you have any other questions, please leave them in the comments below!
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