Build custom client intake questionnaires. Pick from industry presets or add custom questions.
The generated client link encodes the questionnaire directly in the URL. No backend registry required.
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On Selpx, clients fill out onboarding checklists inside their own branded portals. Answers sync immediately to their dashboard records, letting you kick off projects without email clutter.
Get Started FreeSuccessful project execution starts with alignment. A client intake questionnaire gathers project parameters, brand styles, and budgets beforehand to prevent delays. Follow these design steps:
Ask what the key business metric is. Knowing if the client values sales, leads, or brand aesthetics dictates the project trajectory.
Limit questions to 4-8 items. Long questionnaires trigger client fatigue, delaying submissions or yielding vague feedback.
Clarify who acts as the primary reviewer on the client side, avoiding mixed feedback and ensuring faster approvals.
Click on the "Generate Shareable Link" button to copy the link and email it directly. When clients open it, they will see a clean response page.
Yes, all questionnaire data is securely encoded within the URL link. No replies or private details are stored on our servers.
The free tools include subtle Selpx branding. For fully white-labeled questionnaires hosted on your custom domain, upgrade to Selpx portals.
Once the client submits their form, you will receive an automatic email notification compiling all their answers immediately.