Onboarding Questionnaire

Client Onboarding Questionnaire

Welcome to our family! We are so excited you have joined us. Getting to know you and your business is what powers the hive! Please, answer the below.
Company Information
Client contact person's name*
Client contact person's phone number*
Please enter a valid phone number.
Client contact person's email address*
example@example.com
Company name*
Company phone number*
Please enter a valid phone number.
Company email address*
example@example.com
Company address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Company hours of operation*
Payment options*
What holidays do you want to observe for your customers?*
Company founding date*

MonthDayYear
Date
Business industry/niche*
List cities you conduct business in*
List products/services*
Most profitable product/service*
List promotions, sales, coupons, you run or intend to run for customers*
How are you currently getting the majority of your business?*

Brand & target audience information
Company slogan/tagline*
Are there any colors associated with your company? (provide hex, hsl, rgb codes if you have them) If not, what are your color preferences?*
Are there any fonts associated with your company? *
Please, provide the font files if you have them

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What inspired you to start your business?*
What do you love most about what you do?*
Describe company/business in 200 words*

0/200
What are your company goals, values, & mission statement?*
What difference do you expect your company values to make to your audience?*
Can you describe your target audience (age, gender, married, single. profession, etc)?*
How many customers do you currently have?*
How many customers have ever bought from you? Do you periodically touch base with them? How often? How?*
Who are your top 5 competitors?*
What sets you apart from your competitors?*
What type of advertising have you used/are currently using (PPC, SEO, banner ads, paid directories, yellow pages, social media platforms? *
Are you currently showing up on the local search maps (google, yahoo, yelp, etc)*
What is your goal for your online marketing?*
What is working for you right now?*
What is not working for you right now?*
Website*

I already have oneI need one

New website information
List 5 websites that you like in your same area of business niche/industry*
What pages/sections would you like your website to have?*
What is your goal/primary objectives for your new website (build your brand, turn customers into advocates, drive leads/sale, improve customer retention, etc)?*
What is the #1 action you would like your visitors to take?*

CallEmailFill in a formJust visitMake a purchase
Do you have current photos of you, business, employees, buildings, signs, to be use on the website?*
Do you have any content that should be highlighted like: articles about your company, interviews conducted, press releases, TV or radio interviews, commercials?*
If so, please upload

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Website URL or desired web address*
What is the biggest barrier to your success in regards to your website?*

Social marketing information
What is your goal/primary objectives for your business social media (build your brand, turn customers into advocates, drive leads/sale, improve customer retention, etc)?*
Are you looking to provide customer service on social media? If so, which platform?*
Do you have any social media tracking pixels installed on your website?*

Client Onboarding Questionnaire