Client Onboarding Questionnaire
Submitter Email
example@example.com
Agency/Client Name
*
Point of Contact
First Name
Last Name
Point of Contact Phone Number
If Applicable
Format: (000) 000-0000.
Point of Contact Email
If Applicable
Date acquired
-
Month
-
Day
Year
Date
General Info
Note: These questions are needed for the Adops team to choose the manager and balance workload. All clients are equally important to us.
Direct Client or Agency?
Direct Client
Agency
Do we use our IO template or client’s IO template?
Ai Digital Template
Client's Template
How big is the potential of this client?
Small Client
1
2
3
4
5
6
7
8
9
Large Client
10
1 is Small Client, 10 is Large Client
How fast we expect this client to grow?
Slowly
Expect to grow over the next year
Expect growth after the first campaign
Quickly
Unsure
Other
Client's Attitude
Client's attitude
Chill client, but reports and dashboards must be perfect
Nice guys, going to track KPIs like crazy
Crazy client, tracks everything, checks everything, be cautious
No one knows, proceed with caution
Other
Reporting Needs
Do we need a screenshot report?
Please Select
Yes
No
Unsure
Let's ask the client
Do they need a daily updated dashboard? (Preferably not every day).
Please Select
Yes
No
Unsure
Let's ask the client
Is our dashboard ok or do they want to use their own technology?
Please Select
Our Dashboard
Their Dashboard
Unsure
Let's ask the client
Weekly/bi-weekly calls?
Weekly Calls
Bi-weekly Calls
Calls only as needed
Let's Ask Client
Unsure
Other
Month Reporting
Yes, Excel plan only
Yes, deck only
Yes, Excel plan and deck
No Monthly reporting needs
Reports will be requested as needed
Unsure
Other
Specific expectations from reporting?
Please provide any additional comments about this client:
Submit
Should be Empty: