Digital Marketing Client Onboarding Questionnaire
Running ads for a client starts with numbers: what they sell, what a customer is worth, what they can spend and how results are tracked. This questionnaire collects those details before you plan a single campaign.
- 15 questions
- About 5 minutes for your client
- No account needed to fill it
The 15 questions, and why each one matters
Every question earns its place. Here's what each one tells you before you quote.
About you
- 1
Full name*
Short answer
Why ask: So you know who you're dealing with and can address them properly in your proposal.
- 2
Email address*
Email
Why ask: Where you'll send the quote, contract and updates.
- 3
Phone / WhatsApp number
Phone
Why ask: Most clients reply faster on WhatsApp than email, especially for quick approvals.
- 4
Business or brand name
Short answer
Why ask: Lets you look up their current website and social pages before your first call.
Business and goals
- 5
What are you selling, and to whom?*
Paragraph
Why ask: The offer and audience decide the platforms and targeting.
- 6
What's the main goal?*
Multiple choice (one)
- Sales
- Leads/enquiries
- App installs
- Event sign-ups
- Brand awareness
Why ask: The goal decides what campaigns are optimised for and how success is measured.
- 7
What is a typical sale or customer worth to you?
Short answer
Why ask: This tells you how much you can afford to pay to win each customer.
- 8
Which platforms do you want to advertise on?
Checkboxes (many)
- Instagram/Facebook
- Google Search
- YouTube
- TikTok
- X (Twitter)
- Not sure
Why ask: Each platform has different costs and audiences.
History and setup
- 9
Have you run ads before?
Multiple choice (one)
- Yes, with good results
- Yes, with poor results
- No
Why ask: Past results, good or bad, are useful data, and they shape expectations.
- 10
Which of these are already set up?
Checkboxes (many)
- Meta Business account
- Google Ads account
- Meta Pixel on the website
- Google Analytics
- None of these
Why ask: Missing accounts and tracking have to be set up before ads can be measured.
- 11
Website or page the ads will send people to
Website link
Why ask: A weak landing page wastes ad spend, so you'll want to review it first.
- 12
Monthly ad spend (paid to the platforms)*
Multiple choice (one)
- Under ₦100k
- ₦100k - ₦500k
- ₦500k - ₦2m
- Above ₦2m
Why ask: Ad spend is separate from your fee, and it decides how much testing is possible.
Budget and timeline
- 13
Monthly budget for our management fee*
Multiple choice (one)
- Under ₦100k/month
- ₦100k - ₦300k/month
- ₦300k - ₦700k/month
- Above ₦700k/month
Why ask: Ranges are easier for clients to answer than an exact number, and they tell you straight away which package to quote.
- 14
When would you like campaigns to start?
Date
Why ask: A target date tells you whether the project fits your schedule before you spend time on a proposal.
- 15
Anything else we should know?
Paragraph
Why ask: Catches deal-breakers early: tight deadlines, bad past experiences, or other people who need to approve the work.
How to use this template
- Step 1
Add it to your forms
Create a free account. The template is copied into your dashboard, ready to share.
- Step 2
Make it yours
Change the budget ranges to your prices, remove what you don't need and add your own questions.
- Step 3
Send one link
Paste the link into WhatsApp, email or a DM. Answers arrive in your dashboard with an alert.
See it as your client will
This is the form your client fills. Submitting is turned off in this preview.
Questions about this template
Is this digital marketing client onboarding questionnaire free?+
Yes. Create a free Formtified account, add the template to your forms and share it. Templates don't use AI credits, and responses are unlimited.
Can I change the questions?+
Yes. Edit, reorder or remove any question, change the answer options (for example, to your own budget ranges) and add your own questions before you share it.
Does my client need an account to fill it?+
No. Your client opens the link, fills the form on any phone or computer and taps Submit. You get an in-app and email alert, and the answers land in your dashboard.
Can AI write a version for a specific project?+
Yes. Describe the project in a sentence and Formtified AI asks a few quick questions, then writes a questionnaire for that exact project. Each AI form uses one credit, and you get 20 free when you sign up.