Client questionnaire templates
The questions to ask a new client before you quote, sign or start, written for each trade. Free to copy and print, no signup. Want the answers collected for you? Send them with Clinch, next to the contract.
Wedding photographer questionnaire
18 questions · Right after the contract is signed and the deposit is paid, then again 4 weeks before the date for the final timeline.
Portrait photographer questionnaire
16 questions · When the session date is confirmed, at least a week before the shoot.
Product photographer questionnaire
16 questions · Before you quote, so the price matches the real shot list.
Videographer questionnaire
17 questions · During pre-production, before you lock the shoot schedule.
Web designer questionnaire
17 questions · After the discovery call, before you send the proposal.
Brand designer questionnaire
16 questions · Before the first concept, ideally before the kickoff call.
Logo designer questionnaire
15 questions · Before you start sketching.
UX/UI designer questionnaire
16 questions · Before discovery, so you arrive at kickoff with the right access.
Web developer questionnaire
16 questions · Before the estimate.
App developer questionnaire
16 questions · Before you scope or estimate.
Web agency questionnaire
16 questions · After the first sales call, before the proposal.
Copywriter questionnaire
16 questions · Before the first draft.
Content writer questionnaire
16 questions · At the start of a content retainer.
Translator questionnaire
15 questions · Before the quote.
Social media manager questionnaire
16 questions · On day one of the engagement.
SEO consultant questionnaire
15 questions · Before the audit or proposal.
Marketing agency questionnaire
15 questions · Before the strategy call.
Business consultant questionnaire
15 questions · Before the scoping workshop.
Life coach questionnaire
16 questions · After booking, before the first session.
Business coach questionnaire
15 questions · Before the first session.
Personal trainer questionnaire
17 questions · Before the first session, every time with a new client.
Tutor questionnaire
16 questions · Before the first lesson.
Event planner questionnaire
16 questions · Before the proposal.
Wedding planner questionnaire
16 questions · After the first consultation.
DJ questionnaire
17 questions · When the date is booked, then confirm details two weeks before.
Interior designer questionnaire
16 questions · Before the site visit.
Architect questionnaire
16 questions · Before the feasibility study.
Illustrator questionnaire
16 questions · Before the quote, because usage drives the price.
Bookkeeper questionnaire
16 questions · Right after the engagement letter is signed.
Virtual assistant questionnaire
16 questions · Before the first week of work.