Marketing Client Questionnaire

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

Marketing Client Questionnaire

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.

Marketing Client Questionnaire

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

Marketing Client Questionnaire

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

Bonsai has helped create 1,023,928 documents and counting.

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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

Having an established set of client onboarding procedures is crucial if you're running your own marketing firm. Every new client presents a fresh opportunity to showcase your expertise and establish yourself as an authority in your industry. But before you decide to sign a contract and get the ball rolling, you must make sure you can actually meet your client's expectations and deliver results that will be beneficial for both of you.

A great way to discover this vital information is by implementing a marketing questionnaire for clients during the early stages of your onboarding process. This is not only a professional way to begin the relationship, but it will give you essential insights into your client's preferences, goals and their biggest sales challenges. This will also make an excellent tool for you to draft a client-winning marketing proposal.

To help you create the perfect client questionnaire, we will go over some of the main aspects you should cover. Let's get to it!

Note: Bonsai helps take your marketing business to the next level with excellent administrative tools to manage your end-to-end processes. From client onboarding, to invoicing, payments, tax and accounting, we've got your back.

Questions to Include in Your Marketing Client Questionnaire

Your client onboarding questionnaire should help you discover essential information including your client's goals, their marketing metrics, and how their business operates. In order to avoid wasting either your own or the client's time, it is important to make the questionnaire brief and to the point. The secret to success is tailoring the questionnaire to the requirements of your marketing agency while keeping it easy enough for a prospective customer to finish it promptly.

Here are some vital aspects you must try to cover along with some example questions to help guide you in the right direction.

Client's Business Information

To begin your client onboarding questionnaire, you must collect the basic business and contact information as well as establish communication guidelines and billing details. Gathering this client information from the beginning will help you maintain your records well organized and make your follow-up process more efficient.

- Please provide your company information including business address, name, phone number, and email address.

- Please provide your business billing information.

- Who serves as your company's primary point of contact?

- What is the best way to reach them?

- Which form of communication suits you the best?

- Do you have any guidelines that we should read and keep on hand concerning your company?

Company Background

This section will allow you to get to know the client's company more clearly and identify the client's objectives, strengths, as well as limitations. It is essential to establish these elements when getting to know your new clients. These questions' responses reveal who you're dealing with, what your client believes in, and how they prefer to conduct business.

Here are some questions you can incorporate into your client questionnaire.

- What is the history of your company?

- When did you launch your company?

- What does the future have in store for your company? What do you see?

- What values and beliefs do you hold?

- Who are your main competitors? (mention from three to five)

- What distinguishes your business from your competitors?

- What are the short- and long-term objectives of your company?

- What is the mission statement and future vision of your company?


The success of your new business relationship will highly depend on whether or not you can meet your client's expectations. You must ask questions to find out the reason why they are seeking out your services and whether they have any previous experience with marketing services. This way, you can create a tailored strategy that your client will appreciate and find useful.

These questions will help you dig deeper.

- Why did you choose our company for this job, exactly?

- Have you ever collaborated with a digital marketing agency? If so, how did that go for you? What happened as a result?

- What tasks do you expect us to perform as your account manager?

- What do you want this marketing project to help you accomplish? How will you know when you have succeeded?

- How much say do you want in campaign decisions?

- What can we do in terms of customer service to make sure you get what you want?

Target Audience & Sales Process

In order to determine the most effective marketing strategy to target your client's ideal client, you must clearly understand who they are and what is currently being done to attract them (whether it is working or not). Once you have all the answers, you can create innovative and targeted campaign material.

These are some example questions to include to get all the details you need.

- Who are your ideal customers or clients?

- Who is the intended market for your business?

- How are customers currently finding your business online?

- What kind of connection do you have with your audience?

- After viewing your content, what steps do you generally expect your audience to take?

- What do you believe has historically worked for you in terms of your experience with digital marketing? What hasn’t worked?

- How would you describe your sales process?

- Which social media platforms do you anticipate your customers using?

- Are your sales impacted by seasonal patterns?

- What have been some of the biggest challenges your company has had to overcome?

Marketing and Branding

It's important to fully understand the business particulars in order to be able to customize your marketing approach for your new client.  During the onboarding process, you should learn as much as you can about the infrastructure and technologies the organization currently uses.

Ask these questions to find out what their current marketing and branding strategy look like.

- Do you currently have brand assets or a predetermined style guide?

- Do you use a certain font for branding and marketing?

- What are your preferred spelling conventions, target languages, and geographical regions?

- What issues are your goods/services resolving for potential customers?

- What prompts a prospect to purchase your goods or services at this time?

- What upselling tactics do you use?

- What message do you want to deliver to both your current and potential customers?

- Which of your products or services is the most successful?

- What metrics do you currently track for marketing?

Project Details

Finally, you'll want to get some final project details including what your client hopes to achieve and how much control they wish to have during the process. Don't forget about the client's budget and any specific deadlines or milestones to meet.

Try incorporating the following questions.

- What objectives do you have for this digital marketing project or our collaboration?

- Which elements of digital marketing would you like to emphasize?

- What is the projected budget of this project?

- What is the project delivery schedule and deadline?

- Are there any specific milestones that must be met during this project?

- Which tasks would you need our agency to do as opposed to those that your team will carry out?

Create Your New Client Questionnaire With Bonsai

Creating your own marketing questionnaire may sound a bit overwhelming and time-consuming. But it doesn't have to be that hard. Bonsai makes it simpler with its lightweight custom form builder which allows you to quickly create professional client questionnaires and keep all the information you need at hand. Our forms are fully customizable so you can make it your own by including as many questions as you need, add your own branding elements and select your preferred answer format (single choice, text or multiple choice).

Your client questionnaire can be sent to new customers via email, URL link or you can have it embedded into your business website which will streamline your onboarding process and help you collect more leads. Start your 14-day free trial to discover these and many more tools to help you grow your business and save valuable time without compromising quality. Focus on your passion, not your paperwork.

Frequently Asked Questions
Questions about this template.

What is a client onboarding questionnaire?

An onboarding questionnaire is a survey that is delivered to new clients to learn more about their requirements and objectives. Businesses use this form to ask about specifics and make sure their team is fulfilling the client's requirements exactly. To create this survey question, you can use a free or paid online survey creator like Bonsai.

How do you prepare for a client discussion?

Before a client discussion, you should research and prepare everything you plan to review with a new client. Be prepared to talk about your experience, and rebuttal and objections.

Why is client questionnaire important?

Client questionnaires allows you to collect data to aid in decision-making and show your current and devoted consumer base that you are engaged in meeting their wants. Customer satisfaction surveys are vital tools for growing your company and keeping customers loyal.