Client Onboarding Questionnaire

Section 1

Fit & Contact

Tell us who you are and which service level seems closest right now.

Name

Email

Business name

Current website

Which service do you think would fit best for you?

Website Services

Website - Silver (1-5 pages) Website - Gold (6-10 pages) Website - Platinum (11+ pages)

Social Services

Social - Silver (2 posts/week) Social - Gold (3 posts/week) Social - Platinum (5 posts/week)

Other / Not sure yet

Section 2

Offer Details

Describe what you sell and how customers understand the value.

Primary offer: what is the primary product or service you are offering? Features and benefits: what are the key features and benefits of your offer? Packaging and presentation: how is your offer packaged or presented to customers? Pricing structure: what is the pricing structure of your offer? Additional value: are there bonuses or additional value-adds included? Guarantees: what guarantees or risk reversals do you offer? Ideal audience: who is your offer best for?

Section 3

Sales & Marketing

Help us map the customer journey from attention to purchase. To move quickly, we recommend using a voice dictation service on your phone to transcribe your thoughts as you speak. If you prefer, please reach out. We are happy to go through this form together over the phone.

Initial engagement: what is the first point of contact for potential customers? Next step: what is the next step after initial engagement? Lead nurturing: how do you nurture leads who do not convert immediately? Upsells and cross-sells: what upsells or cross-sells do you offer? Post-purchase engagement: how do you retain and engage customers post-purchase? Unique selling proposition: what makes your offer unique compared to competitors? Customer testimonials: do you have any customer testimonials or case studies that highlight the success of your offer? Target audience: who is your target audience for this offer? Marketing channels: which marketing channels do you plan to use to promote your offer?

Section 4

Advertising

If you are running ads, share the numbers we should know before planning improvements.

Are you currently running ads?

Yes No

Section 5

Product & Customer

These answers help us sharpen your messaging, funnel, and conversion path.

What specific step-by-step does your ideal customer take, and why is this stage most relevant for your product or service? How would you describe your ideal customer's current stage or occupation, and what unique challenges do they face? What are the top pain points or challenges your ideal customer is currently experiencing? How would you characterize your ideal customer's risk tolerance when it comes to trying new products or services? What are the primary objections, doubts, or questions your ideal customer has before buying? How does your ideal customer prefer to learn about and engage with new products or services? What level of investment, both time and money, is your ideal customer willing and able to make? What are the key functional needs your ideal customer wants to fulfill through their purchase? How aware is your ideal customer of your type of product or service? Do they need education about the category, or are they comparing alternatives? What are 3 to 5 core values that drive your ideal customer's decisions and lifestyle choices? Who or what influences your ideal customer's purchasing decisions the most? What criteria does your ideal customer use to evaluate products or services before making a purchase? Are there any specific skills, experiences, or prerequisites your ideal customer needs before taking your product or service effectively? What level of ongoing support and resources does your ideal customer expect from a product or service provider? How does your ideal customer define success in both their personal and professional life? What are 3 potential information sources or thought leaders your ideal customer trusts when seeking advice or making decisions? What are the top 3 objections your ideal customer might have about your product or service, and how would you address them? How important is social proof to your ideal customer? What specific fears or aspirations does your ideal customer have related to the problem your product or service solves?

Section 6

Final Review

Add anything else we should know before you submit.

Anything else you want Team Riley to know?

By submitting this questionnaire, you are sending your answers to Team Riley so we can prepare your project strategy and next steps.

Help us understand your offer, audience, and growth goals.