Client Questionnaire

Tome’s Client Questionnaire template will set your relationship off on the right foot.

Client Questionnaire - Intro
Client Questionnaire - Contact
Client Questionnaire - Industry
Client Questionnaire - Additional Information

About this template

This new client onboarding checklist template has all the details to smoothly onboard with style. Gather all the information you need to get a project started here, with fully customizable fonts and colors to reflect your brand. This template walks you through the process with thought-starter questions and can be easily edited to fit your needs. The user-friendly interface lets you create a seamless flow, guiding your client through the process with ease.

Template outline

  • CheckmarkPoint of contact
  • CheckmarkIndustry
  • CheckmarkCompany solution
  • CheckmarkCustomer profile
  • CheckmarkBrand
  • CheckmarkAdditional information

Tell a powerful story

  • Double Sparkle (tome icon)Editable with AI
  • Text (tome icon)Beautiful typography
  • Double Sparkle (tome icon)AI layout generation
  • Page Portrait (tome icon)Narrative Guidance
  • Multiple Pages (tome icon)Automatic mobile layout
  • Reference (tome icon)AI reference sourcing
  • Share (tome icon)Share or link anywhere
  • Download (tome icon)Downloadable as a PDF
  • Add Person (tome icon)Real-time collaboration