Client Onboarding Questionnaire
Build custom client intake questionnaires. Pick from industry presets or add custom questions.
Intake Configuration
Define onboarding questions
Questions Block
Export & Share
The generated client link encodes the questionnaire directly in the URL query. No backend registry required.
Email Template
Send a copy of this questionnaire template layout directly to your inbox.
Tired of copy-pasting forms?
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 FreeBest Practices for Designing a Client Onboarding Questionnaire
Successful project execution starts with alignment. A client intake questionnaire gathers project parameters, brand styles, and budgets beforehand to prevent delays. Follow these design steps:
1. Focus on Goals
Ask what the key business metric is. Knowing if the client values sales, leads, or brand aesthetics dictates the project trajectory.
2. Keep it Short
Limit questions to 4-8 items. Long questionnaires trigger client fatigue, delaying submissions or yielding vague feedback.
3. Communication
Clarify who acts as the primary reviewer on the client side. Restricting feedback channels ensures faster approvals.
Frequently Asked Questions (FAQ)
How does a client access this questionnaire?
Click the **"Generate Shareable Link"** button to copy a secure client link. You can send this link directly via email or chat. The client opens it and fills out the form.
Are my client answers stored securely?
Yes. All questionnaire data is encoded into the URL itself. None of the questionnaire configurations or client answers are saved on our database servers, ensuring 100% data privacy.
How do I receive the completed answers?
Once your client finishes, they can export the filled form as a PDF to send to you, or click "Submit Answers" which drafts an email directly back to your address.
Can I white-label these onboarding questionnaires?
For fully white-labeled, automated intake portals matching your own brand logo and domain, you can sign up for **Selpx**.