Client Onboarding Questionnaire - Peak Performance Marketing

Onboarding Information

Onboarding Date

Completed By

Business Basics (Auto-populated)

Business Name

Client Name (from Intake)

Contact Email (from Intake)

Phone Number (from Intake)

Website (from Intake)

Industry/Niche

Primary Products/Services (from Intake)

Service Area *

Brand Voice & Messaging

Key Terminology

Words to Avoid

Brand Personality (select all that apply)

Tone & Approach:

Professional

Friendly/Approachable

Casual/Conversational

Authoritative/Expert

Empathetic/Caring

Warm/Welcoming

Direct/No-Nonsense

Humorous/Witty

Inspirational/Motivational

Style & Energy:

Bold/Confident

Fun/Playful

Energetic/Enthusiastic

Calm/Relaxed

Sophisticated/Refined

Down-to-earth/Relatable

Edgy/Unconventional

Values & Positioning:

Luxury/Premium

Affordable/Value-focused

Innovative/Cutting-edge

Traditional/Established

Eco-friendly/Sustainable

Local/Community-focused

Family-oriented

Communication Style:

Educational/Informative

Transparent/Honest

Personable/Human

Polished/Refined

Target Customer & Market Research

Target Customer Demographics

Age Range

18-25 26-35 36-45 46-55 55+ Any

Income Level

<$30k $30-50k $50-75k $75-100k $100k+

Gender

Male Female Non-binary All

Location Type

Urban Suburban Rural National

Education Level

High School Some College Bachelor's Degree Graduate Degree

Target Locations

Behavioral Description

Main Competitors

Unique Selling Point

Customer Objections

Content Restrictions

Brand Assets

Brand Colors

Visual Style

Clean

Bold

Warm

Professional

Rustic

Modern

Playful

Luxury

Marketing Context

Primary Goal (from Discovery)

Previous Marketing Channels

Facebook/Instagram Ads

Google Ads

SEO

Email

Referrals

None

Other

What's Worked Well

Previous Results

Marketing Challenges

Logistics & Communication

Main Contact *

Preferred Communication

Approval Contact

Approval Turnaround

Additional Information

Internal Notes