Client Onboarding Survey Template | New Client Survey Template | New Client Questionnaire | Survey Template for Service-Based Businesses
Impress your clients from the start with a beautifully designed New Client Onboarding Survey – built by Hello Digital Co.
Kick-off your new client projects with ease using our professionally styled New Client Survey Template built with Canva.
This template is perfect for digital marketers, social media managers, freelancers, virtual assistants & other service-based businesses so you can capture all the information you need from your client from the get-go.
This template was built to help you:
+ Gather upfront all of the information you need from your client in a streamlined way
+ Save you time & alleviate the chaos that comes from onboarding a new client
+ Showcase your professionalism & organization with a streamlined onboarding process
+ Get to know your client inside & out!
WHAT'S INCLUDED?
+ 13 Page Customizable Canva Template
+ Content Placeholders with Examples
+ Step-By-Step Instructions on turning this into a Fillable PDF to make it easier for your clients to complete!
+ Instant Download to Access Canva Template with Instructions on how to access the template
WHO'S IT FOR?
+ Social Media Managers & Digital Marketers who want a done-for-you Client Onboarding Survey that can be easily customized for your brand & for each client
+ Freelancers who want to streamline their onboarding process to impress clients
+ Boutique Social Media Agencies who want a plug & play template to create a seamless onboarding process
_____________________
IMPORTANT NOTES:
Due to the digital nature of our products, all purchases are final and non-refundable.
If you have any questions regarding this item, please contact us here.
+ Photos are not included in the template, however we do provide you with our recommended sites for FREE stock photos that you can use.
__________________
TEMPLATE AGREEMENT
By purchasing this template kit, you are agreeing to our terms of service which can be found here: https://www.hellodigitalco.com/terms
LICENSE
Our templates come with a one time use license. This means they can only be used once per personal/commercial project. If you need to install the template more than once, multiple templates must be purchased. You may not under any circumstances resell the template design/any design materials included or claim the design as your own.
Impress your clients from the start with a beautifully designed New Client Onboarding Survey – built by Hello Digital Co.
Kick-off your new client projects with ease using our professionally styled New Client Survey Template built with Canva.
This template is perfect for digital marketers, social media managers, freelancers, virtual assistants & other service-based businesses so you can capture all the information you need from your client from the get-go.
This template was built to help you:
+ Gather upfront all of the information you need from your client in a streamlined way
+ Save you time & alleviate the chaos that comes from onboarding a new client
+ Showcase your professionalism & organization with a streamlined onboarding process
+ Get to know your client inside & out!
WHAT'S INCLUDED?
+ 13 Page Customizable Canva Template
+ Content Placeholders with Examples
+ Step-By-Step Instructions on turning this into a Fillable PDF to make it easier for your clients to complete!
+ Instant Download to Access Canva Template with Instructions on how to access the template
WHO'S IT FOR?
+ Social Media Managers & Digital Marketers who want a done-for-you Client Onboarding Survey that can be easily customized for your brand & for each client
+ Freelancers who want to streamline their onboarding process to impress clients
+ Boutique Social Media Agencies who want a plug & play template to create a seamless onboarding process
_____________________
IMPORTANT NOTES:
Due to the digital nature of our products, all purchases are final and non-refundable.
If you have any questions regarding this item, please contact us here.
+ Photos are not included in the template, however we do provide you with our recommended sites for FREE stock photos that you can use.
__________________
TEMPLATE AGREEMENT
By purchasing this template kit, you are agreeing to our terms of service which can be found here: https://www.hellodigitalco.com/terms
LICENSE
Our templates come with a one time use license. This means they can only be used once per personal/commercial project. If you need to install the template more than once, multiple templates must be purchased. You may not under any circumstances resell the template design/any design materials included or claim the design as your own.
Impress your clients from the start with a beautifully designed New Client Onboarding Survey – built by Hello Digital Co.
Kick-off your new client projects with ease using our professionally styled New Client Survey Template built with Canva.
This template is perfect for digital marketers, social media managers, freelancers, virtual assistants & other service-based businesses so you can capture all the information you need from your client from the get-go.
This template was built to help you:
+ Gather upfront all of the information you need from your client in a streamlined way
+ Save you time & alleviate the chaos that comes from onboarding a new client
+ Showcase your professionalism & organization with a streamlined onboarding process
+ Get to know your client inside & out!
WHAT'S INCLUDED?
+ 13 Page Customizable Canva Template
+ Content Placeholders with Examples
+ Step-By-Step Instructions on turning this into a Fillable PDF to make it easier for your clients to complete!
+ Instant Download to Access Canva Template with Instructions on how to access the template
WHO'S IT FOR?
+ Social Media Managers & Digital Marketers who want a done-for-you Client Onboarding Survey that can be easily customized for your brand & for each client
+ Freelancers who want to streamline their onboarding process to impress clients
+ Boutique Social Media Agencies who want a plug & play template to create a seamless onboarding process
_____________________
IMPORTANT NOTES:
Due to the digital nature of our products, all purchases are final and non-refundable.
If you have any questions regarding this item, please contact us here.
+ Photos are not included in the template, however we do provide you with our recommended sites for FREE stock photos that you can use.
__________________
TEMPLATE AGREEMENT
By purchasing this template kit, you are agreeing to our terms of service which can be found here: https://www.hellodigitalco.com/terms
LICENSE
Our templates come with a one time use license. This means they can only be used once per personal/commercial project. If you need to install the template more than once, multiple templates must be purchased. You may not under any circumstances resell the template design/any design materials included or claim the design as your own.
