Client Onboarding Questionnaire

Company & Product Information

Company Name *

Company Website *

What does your company do? Describe your primary product/service. *

What key problem does your product solve for customers? *

Who are your top 3 competitors?

Product/company maturity stage

Number of employees

Sales Process & Methodology

Target Audience / ICP

Current Sales Performance

What is your current close rate?

%

Average deal size / ACV

$

Average sales cycle length

Current monthly activity volume – calls, emails, meetings

Current monthly/quarterly revenue run rate

What conversion rates do you track by stage?

Goals & KPIs

What is the primary goal for this engagement?

Revenue target for first 90 days

Monthly activity targets – meetings, calls, emails

What secondary KPIs matter to you?

Cost per meeting Pipeline value Conversion rates Speed to lead Call quality Other

How will you define success qualitatively at 90 days?

Messaging & Brand Voice

Describe your brand voice/tone

What are your key messaging pillars? Top 3 value props. *

Are there specific phrases or language we SHOULD use?

Are there phrases or topics we should AVOID?

What are the most common objections you hear? *

Are there any sensitive topics or competitors not to mention?

Share a recent win story we can reference

Tech Stack & Integrations

List all sales/marketing tools currently in use

Who is the CRM admin? Name and email.

Are there existing automation workflows we should know about?

What integrations are critical?

Do we need API access to any of your systems?

Yes No Not sure

Any data storage or compliance requirements for tools?

Compliance & Legal

Are there industry-specific compliance requirements?

Do you maintain a do-not-call or suppression list?

Yes No Not sure

Are there call recording consent requirements?

One–party Two–party Not sure N/A

Email compliance framework

Data handling or privacy requirements

Any non-compete or exclusivity considerations?

Lead sourcing restrictions?

Team Structure & Handoffs

Primary point of contact – name, email, phone *

Secondary contact

Escalation path for urgent issues

How should we hand off qualified opportunities?

How should demos/meetings be scheduled?

Preferred reporting cadence

How do you prefer to give/receive feedback?

Any planned team expansion or changes in next 6 months?

Content & Collateral

Do you have a sales deck? Please share link.

Case studies or one-pagers? Links or upload description.

Existing email templates or sequences?

Product demo or video link

Competitive battlecards available?

Yes No In progress

Pricing guide or rate card?

Yes, will share No Confidential

Customer testimonials we can reference?

Brand guidelines document link

Knowledge base or FAQ link

Any recent press, funding, or announcements?