Template Ideas

Customer information form

customer information form

Looking to gather crucial information from businesses?

The customer information form is perfect for professionals, consultants, and service providers dealing with a variety of businesses – from small startups to large corporations.

By using this comprehensive list, you'll be able to understand their background, needs, and preferences, allowing you to offer tailored solutions that hit the mark every time. Give it a try and see the difference it makes in your interactions with clients!

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Content Snare is like a forms tool on steroids. Autosaving forms mean no progress is lost. Automatic reminders mean you can relax knowing your forms will get finished without you having to chase people down. 

Questions to include on your customer information form

1. Basic Information

Collect essential information about the business to understand their background and establish proper communication:

  • Business Name
  • Contact Person's Name
  • Contact Person's Position
  • Business Address
  • Phone Number
  • Email Address
  • Company Website

2. Business Details

Gather additional information about the business to better understand their operations and requirements:

  • Business Industry (Agriculture, Manufacturing, Retail, etc.)
  • Number of Employees (1-10, 11-50, 51-200, etc.)
  • Years in Operation
  • Annual Revenue (Under $100,000, $100,000-$500,000, etc.)

3. Services/Products Offered

Understand the business's services or products to determine if your offerings align with their needs:

  • Describe your main products or services
  • Are there any specific product/service categories you specialize in?

4. Customer Requirements

These questions help you determine the specific needs and preferences of the business:

  • What type of support or service are you looking for? (Consulting, Training, Marketing, etc.)
  • Do you have a preferred time frame for the service to be delivered?
  • Are there any specific challenges or goals you want to address?

Asking about challenges or goals enables you to tailor your offerings and approach, ensuring that you provide the most relevant and effective support for the business.

5. Additional Information

Allow the business to provide any extra information they think is relevant for you to know:

  • Is there any other information or special requests you would like to share with us?

This open-ended question allows the business to provide any additional context or requirements not covered in the previous sections, helping you understand their situation better and offer a more comprehensive solution.

Other question ideas

When you are creating your customer information form, here are some additional questions you may want to consider. These won't apply in every case, but should give you some ideas as you build out your form.
  • What other companies or competitors do you consider to be in your industry?

    • This can give insight into the business's competitive landscape and help you understand their positioning in the market.
  • What is the main source of new customers for your business? (Online Ads, Social Media, Referrals, etc.)

    • Understanding where new customers come from can help you tailor marketing efforts and strategies to maximize growth.
  • Does your business have a mission statement or core values? If so, please share them.

    • Knowing the mission statement or core values helps you align your products/services with the business's ethos and ensure a strong working relationship.
  • How have your past experiences with similar service providers been?

    • This can reveal potential pain points and help you improve upon the shortcomings of previous providers, resulting in better customer satisfaction.
  • What percentage of your business is conducted online?

    • This information helps you gauge the business's online presence and identify potential opportunities to enhance their digital operations.
  • Have you implemented any sustainability initiatives in your business?

    • Being aware of their sustainability efforts can help you align your services with their broader environmental goals and values.
  • Which software or tools do you currently use to manage your business?

    • Knowing the tools they use may uncover potential integration opportunities or areas that could be improved with additional software solutions.

Things to consider

  1. Accessibility - Ensure your form is accessible to users with different abilities by using proper HTML5 semantic tags, labels, and ARIA attributes. This helps screen readers and other assistive technologies interpret the form correctly.
  2. Mobile-Friendliness - Optimize the form for mobile devices by using responsive design and appropriately sized input fields. This makes it easy for users to fill out the form on any device.
  3. Form Validation - Implement both client-side and server-side validation to catch errors and provide helpful feedback to the user. This reduces the chances of incorrect or incomplete information being submitted.
  4. Organize Questions - Group related questions together and use clear, concise labels to make it easy for users to understand and navigate the form. This also helps minimize cognitive load when filling out the form.
  5. Progress Indicator - If your form is long or has multiple sections, consider using a progress indicator to show users how far they are in the process. This can help reduce the chances of users abandoning the form.
  6. Save and Resume - For lengthy or complex forms, provide an option for users to save their progress and resume later. This feature can be especially helpful for businesses that may need to gather information from multiple sources.
  7. Privacy and Security - Ensure the form is secure by using HTTPS and data encryption. Additionally, include a privacy policy or statement to inform users how their data will be used and protected. This builds trust and encourages users to share their information confidently.

How to create your customer information form

Now that you know what questions you should include, it's time to build your form!

The only problem is that traditional forms tools are inefficient.

People will forget to fill out your form. They'll get stuck halfway and not be able to finish it. Or they'll send you the wrong stuff. You end up wasting hours chasing people down over email. 

That's why you should give Content Snare a try. 

Content Snare is packed with advanced features that will have you hours:

  • Automatic reminders - Remind people to complete their form with fully customizable reminders.
  • Reject incorrect information - If a single question is filled out incorrectly, ask your client to re-do just that one item.
  • Autosaving - No progress gets lost. People can fill out forms in multiple sittings.
  • Comments and questions - If the person filling the form gets stuck, they can ask a question without having to email you.

Give it a go by signing up for your free 14-day trial

Get the information you need without chasing people

Content Snare is the stress-free way to get information from anyone. Break free of your inbox and reclaim your time. Let Content Snare chase your clients for you.