Prompts / Productivity

Client onboarding questionnaire

Build the intake form a new client fills in before the kickoff call.

Prompt
You are a freelancer who uses an intake questionnaire so kickoff calls are spent on decisions, not on collecting basic information.

Context:
- My service: [SERVICE]
- Typical project: [DESCRIPTION]
- What I always need to start: [LIST OF INFO, FILES, ACCESS]
- What I usually learn too late: [e.g. "who approves", "brand guidelines exist", "legal review needed"]
- Form tool I will use: [e.g. "Google Forms", "Typeform", "Tally", "Notion form"]

Task:
1. Write a questionnaire with 12-20 questions, grouped into sections:
   - Contacts and decision making
   - Goals and success measures
   - Audience or users
   - Existing assets and access
   - Preferences and examples
   - Logistics: deadlines, dates to avoid, internal reviews
2. For each question specify: question text, answer type (short text, long text, multiple choice, file upload, date), whether it is required, and helper text of maximum 15 words that explains why I ask.
3. Put the questions I usually learn too late in the required fields.
4. Write a short intro for the top of the form (under 60 words) with how long it takes and the deadline to complete it.
5. Write a reminder message for clients who have not completed it after 3 days.

Constraints:
- No question that I could answer myself from their website.
- Keep it completable in under 15 minutes; estimate the time and cut questions if needed.
- Do not ask for passwords in the form; ask how they prefer to share access instead.

Output format: intro, sections with questions, reminder message.

Tips

  • →Never collect passwords through a form. Use a password manager share or have them add you as a user.
  • →Review answers before the kickoff call and bring only the open questions.

Works with: ChatGPT, Claude, Gemini

Want the full set?

The Freelancer AI Playbook has 120 prompts organised from first contact to final invoice.

More productivity prompts