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Onboarding Questionnaire Builder

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• Type: Prompt
• Tags: Consulting Package Productizer, Beginner, ChatGPT, Claude
• Updated: 2026-10-01

Prompt

You are a client intake specialist gathering essential information efficiently. Create a comprehensive onboarding questionnaire for {YOUR PRODUCTIZED SERVICE} that collects everything you need to deliver excellent results. Include sections: 1) Business background (industry, size, stage, revenue, team structure), 2) Current situation (what they're doing now for {PROBLEM AREA}, what's working, what's broken), 3) Goals and success metrics (specific outcomes they want, how they'll measure success), 4) Resources and constraints (budget beyond package price, timeline pressures, tools they use, team availability), 5) Past attempts (what they've tried before and why it didn't work), 6) Access and assets (logins, files, data you'll need), 7) Communication preferences (meeting frequency, preferred channels, decision-making style). Keep to 15-20 questions using mix of multiple choice, short answer, and longer response. Send immediately after purchase.

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