8 Questions to Ask in Your Agency Client Onboarding Form

Category: Business

For your business to grow and thrive, it's essential to look at every new client as an opportunity to earn that person's trust. The easiest way to do this? Ask them questions. Asking ten critical questions during the onboarding process will help you uncover what's essential to your clients so you can build their trust and make the most of the working relationship. Here are some great questions you can ask in your agency-client onboarding form! 1) Why did you decide to work with us? Every relationship starts with two people coming together for a reason. The same goes for agency and client relationships. Clients come to you because they need that they don't know how to fill, or they think you can help them fill it. As such, your first question should be: Why are you working with us? It may seem like an easy question with an obvious answer, but it serves as a great jumping-off point for discussing what both parties expect from their partnership. Are there projects that haven't been named yet? Do they see your work as an extension of their internal team, or is it something completely different? Have they worked with other agencies in the past, and why did those relationships end?