Client Onboarding Questionnaire

These are the questions to ask the client during the initial discovery call

About the Business:

Can you describe your business in a nutshell?

What are your main products or services?

Who are your primary customers or target market?

Who are your main competitors?

Understanding Their Goals and Challenges:

What are the short-term and long-term goals for your business?

What are the biggest challenges you're currently facing?

Are there any specific goals you're not meeting, and if so, why do you think that is?

What keeps you awake at night when you think about your business?

What are you top 3 goals for your business right now?

Operational & Technological Questions:

Can you walk me through your current operational processes?

What technology platforms are you currently using in your business?

Are there any processes or tasks that are particularly time-consuming or problematic?

How do you feel about your current technology stack? Are there systems or tools you feel you're not using to their fullest potential?

Change Management & Organizational Structure:

How is your team structured, and how do they respond to change?

Have you implemented any major changes recently, and if so, how have they been received?

What is your decision-making process when it comes to implementing changes within your business?

Performance Metrics:

What key performance indicators (KPIs) do you currently track?

Are there any metrics that you struggle to measure?

How often do you review these metrics, and how do you use this information?

Previous Consultation Experiences:

Have you worked with a consultant before, and if so, what was your experience?

What are you hoping to get out of this consulting relationship that you didn't get before?

Expectations & Success:

What does success look like to you for this project?

Are there any specific deliverables you're expecting at the end of this process?

What timeline are you expecting for this project?

Remember that this list is not exhaustive, and the questions can be adjusted according to the specific context and the nature of the business you are consulting. The aim is to gain a holistic understanding of their business, identify their pain points, and eventually guide them towards a solution.

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