Clinch

Free template · 16 questions

Tutor client questionnaire

An intake for parents and adult students so lessons start from the right level and the right goal, with clear expectations on both sides.

When to send it: Before the first lesson.

The student

  1. 1.Student's name, age and school year (or level, for adults).
  2. 2.Subject(s) and the specific topics that are hard right now.
  3. 3.Recent grades, reports or test results you can share.
  4. 4.How does the student learn best: examples, practice, discussion, visuals?
  5. 5.Any learning differences or needs (dyslexia, ADHD, anxiety) I should plan for?

Goals

  1. 6.Is there an exam, and on what date?
  2. 7.What grade or outcome would you consider a success?
  3. 8.Should I set homework between lessons?

Practical

  1. 9.Online or in person, and where?
  2. 10.Lesson frequency and preferred times.
  3. 11.Who should receive progress updates, and how often?

Budget, timing and decisions

  1. 12.What budget range have you set aside for this?
  2. 13.Is there a hard deadline, and what happens if it moves?
  3. 14.Who else needs to approve the work or the contract?
  4. 15.How would you prefer we communicate (email, calls, messaging), and how often?
  5. 16.How did you hear about me?

Send it, and get the answers back

Stop copying answers out of email threads. With Clinch the questionnaire goes out with your proposal or contract, your client fills it in from their phone, and the deposit is paid when they sign.

Send this questionnaire free

Questions about client questionnaires

When should a tutor send a client questionnaire?

Before the first lesson.

Can I edit these questions?

Yes. Copy them, remove what does not apply and add your own. Shorter questionnaires get answered faster: keep only the questions whose answers change your price, your plan or your contract.

Should the questionnaire come before or after the contract?

Questions that affect price and scope belong before the proposal; the detailed ones (names, timelines, access) work best right after signing, when the client is committed and expects them.

How do I send it with Clinch?

Create a free Clinch account, paste the questions, and send them with your proposal or contract. Your client answers from their phone without an account, and the answers are saved on the client's record.