Client Welcome Questionnaire Template
★ Why You’ll Love It:
Quick & Easy to Fill: Your clients can provide all their key info without feeling overwhelmed.
Organized & Professional: Keep every client’s responses neatly in Notion, ready to reference whenever you plan content or campaigns.
Actionable Insights: Capture target audience details, content likes/dislikes, feed inspiration, and product focus to guide strategy.
Free & Customizable: Use as-is or tweak it to fit your workflow and branding.
★ Perfect For:
Freelance social media managers
Agencies onboarding new clients
Anyone managing multiple clients and needing a streamlined intake process
★ What’s Included:
Notion-ready client questionnaire template
Sections for target audience, content preferences, feed inspiration, top products, goals, and notes
Easy-to-use digital download
Get started with professional client onboarding today and save time while gathering the info you actually need to create content that gets results!
