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What to Ask in a NEW CLIENT Questionnaire (Onboarding Questionnaire) 

Kamila Gornia / Heart Behind Hustle
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S U B S C R I B E 😍 When you get more clients, you'll obviously have to take them through a solid client onboarding process so they can feel taken care of. A big part of that system is to have an onboarding questionnaire (also known as a new client questionnaire)
Whether you have a coaching business or a service-based business, you have to make sure you take care of your new clients in an effective way.
If you don't, they might get buyers remorse, feel unclear about what to expect, and you might not know how to truly get them to their goals (because uh... they won't specifically tell you what they are!) duh.
So - as you enroll new clients and continue to get more clients, I'm curious. How's your questionnaire and process looking like? I hope this video helps.
#Onboarding #NewClient #OnboardingProcess
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29 авг 2024

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Комментарии : 27   
@heartbehindhustle
@heartbehindhustle 5 лет назад
Do you have a new client questionnaire? How’s it working for you?
@LucasJamesTech
@LucasJamesTech 2 года назад
Whenever we onboard a client at our agency, we focus on really getting all of the information we need from them. This helps us start off on the right foot. If, after our initial onboarding call, our team feels like it’s not a good fit for us to work on the account, we will refund the client and part ways. Onboarding prevents you from making horrible hiring mistakes.
@roseemathestmarginiare9011
@roseemathestmarginiare9011 4 года назад
Loved this! I am off to update and edit my current new Client Questionnaire now to make sure it covers these points! Thanks!!
@animeshsaha3412
@animeshsaha3412 2 года назад
Excellent 👌
@ellenearteleg
@ellenearteleg 3 года назад
Hi Heart. Thank you for this beautiful and well laid out video. I'm in the process of laying my processes and I was wondering if you think it's appropriate to have the contract first before sending the questionnaire? Or does this questionnaire should come before the contract is signed? Thank you!
@heartbehindhustle
@heartbehindhustle 3 года назад
Contract first :)
@pushprajsinghjadoun2229
@pushprajsinghjadoun2229 3 года назад
Good content
@heartbehindhustle
@heartbehindhustle 3 года назад
Thank you
@DrBiohack
@DrBiohack 5 лет назад
such a helpful channel lovely💋👍
@heartbehindhustle
@heartbehindhustle 5 лет назад
Elizabeth Lucy glad you found it helpful
@anjansarkar6243
@anjansarkar6243 3 года назад
Loved this video but I have a question- Does this similar to discovery call?
@heartbehindhustle
@heartbehindhustle 2 года назад
no, discovery calls are to book sales. This is for once you already get the sale.
@stephanied.williams812
@stephanied.williams812 3 года назад
GREAT CONTENT
@heartbehindhustle
@heartbehindhustle 3 года назад
Thank you!
@kimclarke4963
@kimclarke4963 3 года назад
Do you have a template geared to products, I have a haircare line im about to launch and would love to put together a intake. On board for the clients/customers or could you give some suggestions for me?
@abirhasan3357
@abirhasan3357 2 года назад
Ed
@zestygirl
@zestygirl 5 лет назад
Yes great idea :) New Subbie here :)
@heartbehindhustle
@heartbehindhustle 5 лет назад
So lovely to have you!
@tessietenebro8648
@tessietenebro8648 3 года назад
can you make a question for preference in hair bleaching please? just list 10
@heartbehindhustle
@heartbehindhustle 3 года назад
Hi! Not sure what you mean?
@tessietenebro8648
@tessietenebro8648 3 года назад
@@heartbehindhustle its just for my project just never mind im sorry😔
@tessietenebro8648
@tessietenebro8648 3 года назад
i can found it in google an i don't know how😢 im not smart at this
@tessietenebro8648
@tessietenebro8648 3 года назад
diba your making questions for clients? mine is 10 possible question you can as to your client about their preferences in hair bleaching
@heartbehindhustle
@heartbehindhustle 3 года назад
Ah! Yes you can absolutely ask that
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