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Prospective Client Questionnaire Template

Before you onboard a client, there is a process to understand the client’s potential. This prospective client questionnaire template will help you understand them better and seal the deal. Plan your conversations with the client and offer them the best solutions.

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Features of Prospective Client Questionnaire Template

Effortlessly Gather Client Information with Customizable Questionnaire Template

Use this client questionnaire template to collect necessary information from your clients during the registration or intake. With SurveySparrow’s features, data management will be a breeze. Simply enter your client’s information and let SurveySparrow handle the rest

Mobile Friendly Form

Ensuring that your form is mobile-friendly is crucial for providing a seamless user experience. Optimizing your form for mobile devices enables your potential clients to easily access and complete the questionnaire on any device they use, whether a smartphone, laptop, or tablet.

This accessibility is especially important as more and more people are accessing the internet through their mobile devices. With a mobile-friendly form, your clients won’t have to struggle with zooming in and out, scrolling around, or dealing with other usability issues that can arise when trying to fill out a form that wasn’t designed with mobile in mind.

By making the form easy to read and fill out on any screen, you’re also making it more convenient for your clients to complete the questionnaire at a time and place that works best for them. This can lead to higher completion rates, as clients are more likely to engage with the form when it’s easy and convenient for them to do so.

A mobile-friendly form can also improve your website’s search engine optimization (SEO) by making it more accessible to mobile users. Google and other search engines prioritize mobile-friendly websites in their search results, so having a mobile-friendly form can help improve your website’s visibility and attract more clients.

Google Sheet Integration

Google Sheet Integration is a feature that automatically transfers data from a questionnaire to a Google Sheet. This integration enables businesses to streamline their client management processes and offer a more personalized experience to their clients.

The process begins when clients submit their information through a questionnaire. The questionnaire data is automatically saved to a printable client information sheet, which can be easily accessed and referred to as needed. This eliminates the need for manual data entry, which can be time-consuming and prone to errors.

Using Google Sheets to manage client data offers several benefits. Google Sheets allows you to segment the details and offer more personalized services to your clients. You can easily sort and filter the data to identify trends and insights, which can help you improve your business processes.

Google Sheets also offers powerful collaboration features that enable you to share the data with other team members. This can help improve communication and streamline decision-making processes.

Multiple Sharing Options

Share questionnaires with your clients in multiple ways. This feature offers flexibility and convenience for both the business and the clients.

Generate a unique sharing link for the client questionnaire. This link can be sent to clients via SMS or email, making it easy for clients to access the questionnaire from their mobile devices or desktops. This option is particularly useful for businesses with clients in different parts of the world.

Customize the email content and embed the form into the email using a short code. This option is helpful for businesses that want to add a personal touch to their client communication. By customizing the email content, businesses can ensure that clients receive clear and concise instructions on accessing and completing the questionnaire.

You can also share the questionnaire via SMS, embed it on your website, or integrate it with Slack, MS Teams, QR code, etc. 

By providing these flexible sharing options, businesses can ensure their clients can access the questionnaire and easily submit their responses. This can improve response rates and provide businesses with valuable feedback that they can use to improve their products and services. Multiple Sharing Options are valuable for businesses that want to streamline client feedback processes and improve their overall customer experience.

Design it in your way

Designing a survey questionnaire is an essential part of conducting any research, and it’s important to ensure that the survey is visually appealing and engaging for the participants. 

There are several ways to design your questionnaire. You can use a pre-designed theme from the builder or create one from scratch. If you have some coding skills, you can use the advanced CSS editor to fine-tune the design and create the perfect questionnaire for your needs. With CSS customization, you can change your questionnaire’s font, font size, color, and layout to match your branding and design requirements.

Customizability ensures that all aspects of the questionnaire, including the background, buttons, color palette, and font, are designed to match your brand needs. This consistency will help to reinforce your brand identity and make the survey more authentic for participants.

By incorporating design elements that match your brand, you can create a memorable and professional experience for your clients. This can lead to higher response rates and more accurate data collection.

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