Client Questionnaire
Tome’s Client Questionnaire template will set your relationship off on the right foot.
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
- Point of contact
- Industry
- Company solution
- Customer profile
- Brand
- Additional information
Tell a powerful story
- Editable with AI
- Beautiful typography
- AI layout generation
- Narrative Guidance
- Automatic mobile layout
- AI reference sourcing
- Share or link anywhere
- Downloadable as a PDF
- Real-time collaboration
