Onboarding Survey for Agencies
Evaluate the client onboarding and kickoff experience.
When to Use
Send 1-2 weeks after the client kickoff meeting or onboarding process.
Survey Questions (10)
How smooth was the onboarding process?
ScaleHow well did we understand your business goals?
ScaleHow clear was the project scope and timeline?
ScaleHow would you rate the kickoff meeting?
Multiple Choice- Excellent - covered everything
- Good - mostly clear
- Adequate
- Could be better
- Did not have one
How easy was it to provide brand assets and materials?
ScaleHow well were roles and communication channels established?
ScaleHow confident are you in the project plan?
ScaleWhat was unclear during the onboarding process?
Open-EndedWhat would have made you feel more confident getting started?
Open-EndedHow could we improve client onboarding?
Open-EndedBest Practices
- Survey before the first deliverable to catch process issues early
- Ask about expectations alignment and communication setup
- Use results to standardize the onboarding process
- Have account managers review feedback immediately
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