Client Onboarding Questionnaire - Peak Performance Marketing

Onboarding Information

Onboarding Date

Completed By

Business Basics

Business Name

Client Name

Contact Email

Phone Number

Website

Industry/Niche

Primary Products/Services

Price Points

Target Audience

Customer Goals

Online Platforms (Select all that apply)

Common Objections

Marketing History

Previous Ad Platforms (Select all that apply)

Google Ads

Meta (Facebook/Instagram)

LinkedIn Ads

YouTube Ads

TikTok Ads

Pinterest Ads

Other

Average CPL/CPA

Best Marketing Channels

Best Performing Content

Unsuccessful Approaches

Monthly Marketing Budget

Brand Voice & Messaging

Brand Voice & Communication Tone

Key Terminology

Words to Avoid

Marketing Examples

Admired Brands

Creative Direction

Preferred UGC Style (Select all that apply)

Visual Guidelines

Brand Colors/Fonts

Logistics & Communication

Main Contact

Preferred Communication

Update Frequency

Approval Contact

Approval Turnaround

Lead Follow-up Time

CRM System

Additional Information

Other Notes

Client Concerns

Client Questions