Consulting Questionnaire Template

Fully editable with custom branding. Send, print or embed online.

Consulting Questionnaire Template

Fully editable with custom branding. Send, print or embed online.


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First Name
Last Name
Acme LLC.
First Name
Last Name
Corporation Corp.
First Name
Last Name
Acme LLC.
First Name
Last Name
Corporation Corp.

Consulting Questionnaire Template

Fully editable with custom branding. Send, print or embed online.

Consulting Questionnaire Template

Fully editable with custom branding. Send, print or embed online.

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Date: March 8th 2023



Acme LLC.

Corporation Corp.

This Contract is between Client (the "Client") and Acme LLC, a California limited liability company (the "Coach").

The Contract is dated January 23, 2023.


1.1 Project. The Client is hiring the Coach to develop a coaching relationship between the Client and Coach in order to cultivate the Client's personal, professional, or business goals and create a plan to achieve those goals through stimulating and creative interactions with the ultimate result of maximizing the Client's personal or professional potential.

1.2 Schedule. The Coach will begin work on February 1, 2023 and will continue until the work is completed. This Contract can be ended by either Client or Coach at any time, pursuant to the terms of Section 4, Term and Termination.

The Coach and Client will meet by video conference, 4 days per month for 2 hours.

1.3 Payment. The Client will pay the Coach an hourly rate of $150. Of this, the Client will pay the Coach $500.00 (USD) before work begins.

1.4 Expenses. The Client will reimburse the Coach's expenses. Expenses do not need to be pre-approved by the Client.

1.5 Invoices. The Coach will invoice the Client in accordance with the milestones in Section 1.3. The Client agrees to pay the amount owed within 15 days of receiving the invoice. Payment after that date will incur a late fee of 1.0% per month on the outstanding amount.

1.6 Support. The Coach will not be available by telephone, or email in between scheduled sessions.


- A coaching relationship is a partnership between two or more individuals or entities, like a teacher-student or coach-athlete relationship. Both the Client and Coach must uphold their obligations for the relationship to be successful.

- The Coach agrees to maintain the ethics and standards of behavior established by the International Coaching Federation (ICF).

- The Client acknowledges and agrees that coaching is a comprehensive process that may explore different areas of the Client's life, including work, finances, health, and relationships.

- The Client is responsible for implementing the insights and techniques learned from the Coach.


3.1 Overview. This section contains important promises between the parties.

3.2 Authority To Sign. Each party promises to the other party that it has the authority to enter into this Contract and to perform all of its obligations under this Contract.

3.3 Coach Has Right To Give Client Work Product. The Coach promises that it owns the work product, that the Coach is able to give the work product to the Client, and that no other party will claim that it owns the work product. If the Coach uses employees or subcontractors, the Coach also promises that these employees and subcontractors have signed contracts with the Coach giving the Coach any rights that the employees or subcontractors have related to the Coach's background IP and work product.

3.4 Coach Will Comply With Laws. The Coach promises that the manner it does this job, its work product, and any background IP it uses comply with applicable U.S. and foreign laws and regulations.

3.5 Work Product Does Not Infringe. The Coach promises that its work product does not and will not infringe on someone else's intellectual property rights, that the Coach has the right to let the Client use the background IP, and that this Contract does not and will not violate any contract that the Coach has entered into or will enter into with someone else.

3.7 Client-Supplied Material Does Not Infringe. If the Client provides the Coach with material to incorporate into the work product, the Client promises that this material does not infringe on someone else's intellectual property rights.


This Contract is ongoing until it expires or the work is completed. Either party may end this Contract for any reason by sending an email or letter to the other party, informing the recipient that the sender is ending the Contract and that the Contract will end in 7 days. The Contract officially ends once that time has passed. The party that is ending the Contract must provide notice by taking the steps explained in Section 9.4. The Coach must immediately stop working as soon as it receives this notice unless the notice says otherwise.

If either party ends this Contract before the Contract automatically ends, the Client will pay the Contractor for the work done up until when the Contract ends. The following sections don't end even after the Contract ends: 3 (Representations); 6 (Confidential Information); 7 (Limitation of Liability); 8 (Indemnity); and 9 (General).


The Client is hiring the Coach as an independent contractor. The following statements accurately reflect their relationship:

- The Coach will use its own equipment, tools, and material to do the work.

- The Client will not control how the job is performed on a day-to-day basis. Rather, the Coach is responsible for determining when, where, and how it will carry out the work.

- The Client will not provide the Coach with any training.

- The Client and the Coach do not have a partnership or employer-employee relationship.

- The Coach cannot enter into contracts, make promises, or act on behalf of the Client.

- The Coach is not entitled to the Client's benefits (e.g., group insurance, retirement benefits, retirement plans, vacation days).

- The Coach is responsible for its own taxes.

- The Client will not withhold social security and Medicare taxes or make payments for disability insurance, unemployment insurance, or workers compensation for the Coach or any of the Coach's employees or subcontractors.


6.1 Overview. This Contract imposes special restrictions on how the Client and the Coach must handle confidential information. These obligations are explained in this section.

6.2 The Client's Confidential Information. While working for the Client, the Coach may come across, or be given, Client information that is confidential. This is information like customer lists, business strategies, research & development notes, statistics about a website, and other information that is private. The Coach promises to treat this information as if it is the Coach's own confidential information. The Coach may use this information to do its job under this Contract, but not for anything else. For example, if the Client lets the Coach use a customer list to send out a newsletter, the Coach cannot use those email addresses for any other purpose. The one exception to this is if the Client gives the Coach written permission to use the information for another purpose, the Coach may use the information for that purpose, as well. When this Contract ends, the Coach must give back or destroy all confidential information, and confirm that it has done so. The Coach promises that it will not share confidential information with a third party, unless the Client gives the Coach written permission first. The Coach must continue to follow these obligations, even after the Contract ends. The Coach's responsibilities only stop if the Coach can show any of the following: (i) that the information was already public when the Coach came across it; (ii) the information became public after the Coach came across it, but not because of anything the Coach did or didn't do; (iii) the Coach already knew the information when the Coach came across it and the Coach didn't have any obligation to keep it secret; (iv) a third party provided the Coach with the information without requiring that the Coach keep it a secret; or (v) the Coach created the information on its own, without using anything belonging to the Client.

6.3 Third-Party Confidential Information. It's possible the Client and the Coach each have access to confidential information that belongs to third parties. The Client and the Coach each promise that it will not share with the other party confidential information that belongs to third parties, unless it is allowed to do so. If the Client or the Coach is allowed to share confidential information with the other party and does so, the sharing party promises to tell the other party in writing of any special restrictions regarding that information.


Neither party is liable for breach-of-contract damages that the breaching party could not reasonably have foreseen when it entered this Contract.


8.1 Overview. This section transfers certain risks between the parties if a third party sues or goes after the Client or the Coach or both. For example, if the Client gets sued for something that the Coach did, then the Coach may promise to come to the Client's defense or to reimburse the Client for any losses.

8.2 Client Indemnity. In this Contract, the Coach agrees to indemnify the Client (and its affiliates and their directors, officers, employees, and agents) from and against all liabilities, losses, damages, and expenses (including reasonable attorneys' fees) related to a third-party claim or proceeding arising out of: (i) the work the Coach has done under this Contract; (ii) a breach by the Coach of its obligations under this Contract; or (iii) a breach by the Coach of the promises it is making in Section 3 (Representations).

8.3 Coach Indemnity. In this Contract, the Client agrees to indemnify the Coach (and its affiliates and their directors, officers, employees, and agents) from and against liabilities, losses, damages, and expenses (including reasonable attorneys' fees) related to a third-party claim or proceeding arising out of a breach by the Client of its obligations under this Contract.


9.1 Assignment​. This Contract applies only to the Client and the Coach. Neither the Client nor the Coach can assign its rights or delegate its obligations under this Contract to a third-party (other than by will or intestate), without first receiving the other's written permission.

9.2 Arbitration. As the exclusive means of initiating adversarial proceedings to resolve any dispute arising under this Contract, a party may demand that the dispute be resolved by arbitration administered by the American Arbitration Association in accordance with its commercial arbitration rules.

9.3 Modification; Waiver. To change anything in this Contract, the Client and the Coach must agree to that change in writing and sign a document showing their contract. Neither party can waive its rights under this Contract or release the other party from its obligations under this Contract, unless the waiving party acknowledges it is doing so in writing and signs a document that says so.

9.4. Noticies.

(a) Over the course of this Contract, one party may need to send a notice to the other party. For the notice to be valid, it must be in writing and delivered in one of the following ways: personal delivery, email, or certified or registered mail (postage prepaid, return receipt requested). The notice must be delivered to the party's address listed at the end of this Contract or to another address that the party has provided in writing as an appropriate address to receive notice.

(b) The timing of when a notice is received can be very important. To avoid confusion, a valid notice is considered received as follows: (i) if delivered personally, it is considered received immediately; (ii) if delivered by email, it is considered received upon acknowledgement of receipt; (iii) if delivered by registered or certified mail (postage prepaid, return receipt requested), it is considered received upon receipt as indicated by the date on the signed receipt. If a party refuses to accept notice or if notice cannot be delivered because of a change in address for which no notice was given, then it is considered received when the notice is rejected or unable to be delivered. If the notice is received after 5:00pm on a business day at the location specified in the address for that party, or on a day that is not a business day, then the notice is considered received at 9:00am on the next business day.

9.5 Severability. This section deals with what happens if a portion of the Contract is found to be unenforceable. If that's the case, the unenforceable portion will be changed to the minimum extent necessary to make it enforceable, unless that change is not permitted by law, in which case the portion will be disregarded. If any portion of the Contract is changed or disregarded because it is unenforceable, the rest of the Contract is still enforceable.

9.6 Signatures. The Client and the Coach must sign this document using Bonsai's e-signing system. These electronic signatures count as originals for all purposes.

9.7 Governing Law. The validity, interpretation, construction and performance of this document shall be governed by the laws of the United States of America.

9.8 Entire Contract. This Contract represents the parties' final and complete understanding of this job and the subject matter discussed in this Contract. This Contract supersedes all other contracts (both written and oral) between the parties.



Acme LLC.

Corporation Corp.
Table of contents

A consulting business questionnaire is used to help consultants evaluate or assess the needs of their clients for valuable information.

We'll outline the steps involved in creating a consulting questionnaire template. By following the five simple steps, you'll be good to go in no time to gather information! 

Note: If you want to create and design a questionnaire for your clients, try Bonsai. Our software makes it easy to customize a pre-made questionnaire template so you can better understand your clients and overdeliver on your work. Claim your 14-day free trial today.

How to create a consulting questionnaire?

Start by generating your ideas and thoughts about what you would like to know about the client's business.

After you have a good idea of the topics you want to cover, draft a comprehensive questionnaire covering them. If necessary, add clarifying questions after the questionnaire has been drafted to help customers express themselves fully and accurately. 

Make sure each question is short and easy to answer, so customers can give you the information you need in a short time.  

Finally, ensure your business client questionnaire is user-friendly and easy to follow so that you can collect valuable data from your customers in no time!

1. Structure the questionnaire according to desired results.

When designing a questionnaire for your survey, the desired results must be kept in mind. The questions should be easy to answer and take respondents through the process step by step. 

Additionally, make sure each question is specific and relevant to your clients. Good questions will help you get detailed responses that are useful in understanding your target audience's needs and wants. 

Finally, prioritize the deep meaningful questions first - this will give you an idea of which areas need more attention when conducting further market research. In the consulting industry, analysis is fundamental when doing client consultation.

Most elite consultants believe that valuable up-to-date market research could be ice-breaking when they have an initial meeting with potential clients.

2. Select the relevant questions from a list.

First, identify which questions are the most relevant and essential for your research project. Once you have recognized these deep meaningful questions, it's time to choose an appropriate format for your questionnaire. 

Ensure that your survey is easy-to-follow and comprehensible for all respondents - this will help ensure accurate data collection!

3. Create test versions of your consultant questionnaire template.

It is essential to create test versions of your questionnaire before you launch it to the public. The questionnaire test will help you ensure that the questions and answers are easy to understand and that respondents can answer them correctly. 

The questionnaire test will save time and ensure that your questionnaire is well-formulated from start to finish. 

Additionally, questionnaires can be a great way to collect data from customers or potential clients - ask them about their opinions on a specific product or service, for example! By having all these things in mind, you'll be able to create an effective questionnaire and get valuable insights into people's thoughts and opinions.

4. Define the purpose of your questionnaire

When designing and creating a questionnaire, it is essential to define its purpose. The goals will help you decide which questions are necessary and which can be left out. 

These tips will help you get started: 

  • Try to make the questionnaire as easy to fill out as possible for your respondents.
  • When creating a consulting questionnaire, it is crucial to define the purpose of the survey. 
  • Ensure that all questions are relevant to your purpose and aim of the survey. Relevant questions ensure that data collected from the questionnaire is helpful for your client's business goals!

5. Decide on the type of client you are targeting.

When deciding the type of prospective clients you want to attract, creating a questionnaire that accurately reflects clients' business needs and interests is important. 

There are two different types of questionnaires: closed-ended and open-ended. 

Closed-ended questionnaires allow respondents to answer a set list of questions in a specific format, while open-ended questionnaires give respondents more space to provide their thoughts and opinions. 

Always ensure your business client questionnaire is easy to use. The questions will help you identify which sections need further attention and gauge the respondent's level of comprehension quickly and easily.

Analyze The Results

Client consultation is a valuable skill that can help businesses improve their services and offerings. However, it's not easy to get started.

That's where the business client questionnaire template comes in handy. Using a client questionnaire, you can quickly and easily gather the information that will help you better understand your client's needs.

After completing the questionnaire, analyze the results to improve upon what you've learned thus far. Finally, use these findings when starting new projects to exceed client expectations!

Frequently Asked Questions

What types of questions should be included in a questionnaire template?

A questionnaire should be designed to gather data from respondents to understand their needs and wants. The questionnaire includes questions about thoughts on a particular topic, satisfaction with current working or living conditions, and plans for the future. It is also essential that the questions ask about habits, likes/dislikes, current situations, and future goals.

How can I ensure that my questionnaire is easy to use and understand?

One way to ensure that your questionnaire is easy to use and understand is by creating a diagram or flowchart beside each question. 

Another way to make your questionnaire easier to understand is by ensuring that all the questions are easily distinguishable. This way, respondents can answer them quickly and with no difficulty. 

Additionally, consider ways you can reward respondents for completing your questionnaire. The rewards will encourage them to participate fully and give you valuable feedback about the questions and the survey.

What are some tips for creating questionnaires that are reliable and accurate?

You can create client questionnaires that are reliable and accurate by following these tips: 

1. By asking the right questions will elicit honest responses from your respondents. Right questions mean you must be careful about what questions you ask and how you ask them. 

2. Gather all the necessary information, including the target population and questionnaire design. The data will help to ensure that the questions you ask are relevant and accurate. 

3. Avoid long questionnaires and break them down into manageable parts for easier comprehension. A simple question will help reduce the time required to complete the questionnaire and make it more manageable for respondents. 

4. Use coded language if necessary to ensure anonymity or confidentiality of data. Confidentiality can help prevent any potential bias or inaccuracies in the data collected.


We teach you how to create a consulting questionnaire template quickly and easily. After you have gathered this data, you can analyze it to see what conclusions you can reach.

Frequently Asked Questions
Questions about this template.

What is new client questionnaire?

Sending new customers a survey to learn more about their requirements and objectives is known as client onboarding. Businesses use this form to inquire about specifics and make sure their team is fulfilling the client's wishes exactly. You could create one for free with Bonsai.

What are the main questions to ask in understanding customers?

The main questions to ask for understanding customers is: What more can my business do to meet your needs? What benefits do we offer you? What are your main obstacles you face? Your level of satisfaction with our goods and services? Why did you pick us over our rivals?

What is a consulting question?

Interviewers frequently examine your motivation for wanting to work for their specific company. This consultant interview question is intended to determine if you are genuine about the business.