Client Onboarding Questionnaire

We are ready to work with you!

Please fill out the questionnaire below.

Your responses below will guide the direction of your brand, website, and community structure.

The clearer you are here, the smoother the process will be.

Once you complete this form, please go and check your email. A message will appear at the bottom, telling you to do so.

First name

Last name

Business Name:

Website (if applicable):

Instagram Handle:

Facebook Page:

Best Email:

Best Phone Number:

BUSINESS & VISION

In your own words, describe your business and what you offer.

Who is your ideal client/customer?

What problem does your business primarily solve?

What do you want people to feel or understand after interacting with your brand?

How would you describe your brand personality? (ex: calm, bold, luxury, earthy, faith-centered, modern, etc.)

Are there any brands you love the look or feel of? (Links welcome)

Are there colors, fonts, or styles you love or dislike?

Is faith or spirituality an important part of your brand presence? If so, how should it show up?

What is the main goal of your website? (ex: bookings, education, community, sales, credibility)

What pages do you believe you need right now?

Do you currently have written content for your site, or will you need guidance with structure and wording?

Are there any must-have features? (newsletter signup, booking form, shop, blog, etc.)

Do you currently have an email list? If yes, where is it hosted?

What would you like your email list to eventually support? (education, community, offers, ministry, etc.)

Are you currently building or planning an online community? If so, briefly describe your vision.

Are there any deadlines or upcoming launches I should be aware of?

How do you prefer to communicate during this project? (email, text, scheduled check-ins)

Is there anything else you feel I should know before we begin?