What should be in a questionnaire vs. in a conversation? What’s the right time in the process to ask those questions? This questionnaire covers everything that you should ask your setup clients BEFORE you ever get started on their project.
Get the questionnaire I use to onboard my clients- collecting all vital information needed prior to their onboarding meeting. Save time, energy, and soooo many emails back & forth.
The Onboarding Questionnaire Covers:
You will receive access to a live version of your form. You will have access to all updates at the live link and may receive email notifications about these updates periodically.
Due to limitations in Dubsado’s functionality, you will NOT be able to download the form as a PDF. You will NOT be able to copy the form to your account automatically/with an easy button click. If this functionality is ever released to all users, you WILL receive access in this method.
Instead, you’re purchasing access to the form content which you can copy and modify to fit your business as you manually recreate the form in your Dubsado own account.