New client questionnaire

Here's a sample new client questionnaire that you can use as a starting point:

Client Information

• Name: _____
• Contact Information:
  • Email: __
  • Phone: __
  • Address: __
• Business/Organization: ___
• Industry/Field: __

Goals and Objectives

• What are your primary goals and objectives for working with us? ___
• What specific challenges or problems are you trying to solve? ___
• What are your key performance indicators (KPIs) or metrics for success? ___

Current Situation

• What is your current situation or status quo? ___
• What are the current pain points or challenges you're facing? ___
• What are the key factors that are driving your need for our services? ___

Background and History

• How did you hear about us? ___
• What do you know about our company and our services? ___
• Have you worked with any other companies or consultants in the past? If so, what was your experience like? ___

Budget and Timeline

• What is your budget for this project or engagement? ___
• What is your timeline for completing this project or achieving your goals? ___
• Are there any specific deadlines or milestones that need to be met? ___

Communication Preferences

• How would you prefer to communicate with us? (Check all that apply)
  • Email
  • Phone
  • In-person meetings
  • Video conferencing
  • Other (please specify) ___
• Are there any specific communication channels or tools that you prefer to use? ___

Additional Information

• Is there any additional information that you think would be helpful for us to know about your situation or goals? ___
• Are there any specific questions or concerns that you have about our services or process? ___

Authorization

• By submitting this questionnaire, I authorize [Your Company Name] to collect and use the information provided for the purpose of providing services to me.
• I understand that all information provided will be kept confidential and in accordance with applicable laws and regulations.

Signature

• I hereby sign this questionnaire and acknowledge that I have read and understood the terms and conditions outlined above.

Signature: __ Date: ___

This is just a sample, and you may need to modify it to fit your specific needs and services. It's also a good idea to review the questionnaire with your legal counsel to ensure that it complies with all applicable laws and regulations.