If you’re working with a client and want to gain critical information about them quickly and conveniently, a client questionnaire template can help you do so. There are many templates for you to consider, each offering its distinctive formats and questions to meet specific business needs. Learning about some of these template options can help you find one that aligns with your overall objective.
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In this article, we explore eight types of client questionnaire templates, including uses and sections for each, and list the benefits of this type of document.
8 types of client questionnaire templates
Here are eight types of client questionnaire template types you can use:
1. Website design questionnaire template
A website design questionnaire template allows you to better understand what a client wants for the design of their website. This can allow you to create a more comprehensive and accurate website that aligns with their vision. This template can also help you:
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Gain a comprehensive look at what services your employer can provide
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Discover which features are within the company’s capabilities
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Assess the client’s budget so you’re able to inform them of what aspects fit within their financial constraints
This type of questionnaire template might provide the following sections:
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General information: Includes basic questions that ask about the name of the business, address and primary forms of contact.
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Background information: Includes questions that ask for details about the business, like a short business description, the purpose of the website and the target audience.
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Brand identity: Includes questions that ask for more in-depth information about the brand, like important words, a tagline, a logo or an official style guide and brand standards to follow.
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Design preferences: Includes questions that ask about specific design choices and ideas that a client envisions for their website, perhaps using another website as inspiration or a guide.
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Content management: Includes questions that ask about what platform they want to host the website on or if there are certain types of content pages they want to add, like FAQs, about, portfolio or testimonials.
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Website features: Includes questions that ask about the types of features the client wants, like image gallery, RSS feed, search engine optimization, videos, search functions and advertising.
2. Online interview questionnaire template
Consider asking potential clients to complete an online interview questionnaire before you decide if you’d like to work together. This kind of questionnaire template can provide you with the critical information necessary to help you make your decision. Ultimately, it allows you to better assess whether it’s a good use of your time and effort to provide services to a particular client. It might include questions that assess the client:
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Identifying features
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Skills
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Work experience
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Financial flexibility
This type of questionnaire template might provide the following sections:
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Personal information: This section seeks to gather basic information about the client, like their name, age, address, gender and contact details.
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Self-reflection: This section includes questions that ask the customer to describe themselves, their skills, their educational achievements and employment history.
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Financial condition: This section is essential because the questions can help you determine what level of services the client qualifies for.
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Purpose: This section may include questions that help you better assess why a client wants your services. It can also help you assess whether their reason is substantial enough for you to invest your time and effort into fulfilling that request.
3. Favorite things questionnaire template
If you’re creating a product for a client or offering a service, understanding their favorite things can help you provide them with a personal experience. The exact questions for this type of questionnaire template may vary depending on your job and your relationship with the client. Consider focusing on questions that relate to the overall goal of what you’re providing.
This type of questionnaire template might provide the following questions:
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What’s your favorite TV show?
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What’s your favorite place in the world?
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What’s your favorite thing to do when you’ve free time?
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What’s your favorite sport?
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What’s your favorite book?
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Who’s your favorite celebrity or important figure?
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What’s your favorite food?
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Where’s your favorite place to eat?
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What’s your favorite movie?
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What’s your favorite game?
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What’s your favorite type of music?
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What’s your favorite season?
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What’s your favorite color?
4. Medical questionnaire template
If you’re a health care provider or work in the medical field, then this type of questionnaire template can help you gather critical information about the client’s health condition and medical history. This template is especially useful for saving time, providing you with details before you talk with the client directly. It may allow you to better understand:
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The client’s medical history
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How to address the client’s current health
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Whether they qualify to participate in a specific activity
This type of questionnaire template might provide the following sections:
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Personal information: This section asks all the basic questions about the client, like their name, contact information, address and primary physician.
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Current health condition: This section may ask questions specific to the client’s current health condition or if they’ve medical results that show whether they qualify for a specific activity or procedure.
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Medical history: This section may include questions that ask about the client’s medical history, but it might also ask questions related to their family’s history, like common hereditary conditions.
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Current prescriptions: This section might ask a series of questions to identify if a client is taking any specific medications or drugs.
5. Profile questionnaire template
This is the type of questionnaire template to use if you want to build a comprehensive client profile, allowing you to gather crucial information about the client quickly from one convenient source. The questions may vary depending on the purpose of the profile. For example, you might ask questions to:
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Create a profile for a client testimonial
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Gather information for an employment profile
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Learn about the client’s skills, qualifications and services
This type of questionnaire template might have the following sections:
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Personal information: This section asks for basic personal information, like the client’s name, age and other identifying details.
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Background: This section asks questions to gain a more in-depth understanding of who the person is and how their history makes them relevant to the specific purpose or overall objective.
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Opinion: This section provides questions that help you better understand the client’s opinions and perspectives about something specific, like a product or service.
6. Family questionnaire template
This type of questionnaire has diverse applications, allowing you to collect important information about:
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A client’s family
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Their relation to the overall aim
Questions in this type of questionnaire vary significantly, as some may be serious and others may be more lighthearted. For example, if you’re an event planner organizing a family reunion for a client, then you might ask questions about each family group so you can sit family units together at the same table.
7. Feedback questionnaire template
A feedback questionnaire template is helpful if you provide a product or service to a client. Questions are most effective when they’re direct, allowing you to gather clear answers and constructive criticisms from clients. The feedback you receive helps you to make improvements to better meet client’s needs, wants and expectations. Specifically, this questionnaire template helps you gather crucial information about:
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A client’s perspective
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Favorite aspects of their experience with you
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Areas where they think you can make improvements
This type of questionnaire template might have the following questions:
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What did you like about the product or service?
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What areas do you think need improvement?
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Would you recommend our company to a friend or family member?
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Would you use our product or service again?
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Were the instructions clear and easy to follow?
To upload the template into Google Sheets, go to File > Open > and select the correct downloaded file.
8. Logo design questionnaire template
If you’re designing a logo for a client, this type of questionnaire template can help you gather critical information about the client’s vision. The objective of making a logo for a client is to design it in a way that matches their style, voice and brand. This can allow you to translate that vision into a logo.
This type of questionnaire template might have the following sections:
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Company details: This section may ask questions about the company name, tagline, purpose of the business and future goals.
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Branding design details: This section might ask questions that relate to the style of the brand, including colors, brand pieces, specific imagery and descriptive adjectives, like vintage, trendy, bold or kid-friendly.
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Personal details: This section might inquire about any personal touches to add, including references to other logos to use as inspiration.
Benefits of client questionnaire templates
Using client questionnaire templates can help you:
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Save time: When you use a client questionnaire template, you can save time by simplifying the data collection process, helping you focus your efforts on other important tasks.
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Respond quickly: Receiving quick responses from clients enables you to address critical concerns before they can escalate.
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Reduce costs: Client questionnaire templates help you automate the data collection process, so using one can save resources and money. You may then allocate those resources towards other business operations.
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Review client trends: As you collect data from clients, you can see certain trends in answers, allowing you to make more informed decisions and solve common problems that clients mention.
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Organize information: Templates help you organize information into individual sections, ensuring you can retrieve critical data quickly.
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Use high-quality designs: Many of these templates present a diverse range of high-quality designs, ensuring that you’re able to present a questionnaire that’s professional and visually appealing.
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Customize your questionnaire: Most questionnaire templates are modifiable, allowing you to customize them to meet your exact needs.
I hope you find this article helpful.
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