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Templates

Access a range of customizable templates designed to simplify and standardize your procedures.

30+ questions to ask clients in a UI design questionnaire (+ free template)

October 4, 2024

- by Sylva Sivz

Get a list of 30 helpful questions to ask clients in a UI design questionnaire to make sure you nail project expectations right from the beginning + get our free template!

50 questions to ask clients in a business planning questionnaire

August 19, 2024

- by Sylva Sivz

Get a list of 50 questions to ask clients in a business planning questionnaire to craft a strong and detailed business plan.

Client onboarding email: Templates and best practices

August 15, 2024

- by Sylva Sivz

Get 5 onboarding email templates you can copy and paste from then edit to suit your business.

How to create the perfect client onboarding form

- by Nicholas Edwards

A client onboarding form is one of the best ways to streamline and systematise your onboarding process. In this article, we’ll explain how to create the perfect one.

Why you should be using a creative request form — and how to write one

- by Drazen Vujovic

A content request form can help you improve client communication and align expectations from the start. In this article, we’ll explain everything you need to know.

How to create the perfect design request form

- by Nicholas Edwards

To meet all your client’s design needs, you’ll need to use a design request form. In this article, we’ll explain everything you need to know.

Why you should be using a marketing request form — and how to create one

- by Nicholas Edwards

A marketing request form ensures that you and your clients are always on the same page. In this article, we’ll explain how to create on

Content request form: how to get all the information you need

- by Nicholas Edwards

A well-crafted content request form can help you meet all your client’s needs. In this article, we’ll explain everything you need to know.

How to write a killer copywriting questionnaire

- by Nicholas Edwards

Want to know how to write the perfect copywriting questionnaire? We’ve got you covered. In this article, we’ll cover the questions you need to be asking.

Asking for referrals: A cost-effective way to getting more clients

December 5, 2022

- by Kathryn Yanchycki

Referrals are an effective way to attract new business. Learn about ways to ask for and get referrals, tips for successful opportunities + referral templates for email.

Sample email for requesting documents from clients

- by Kathryn Yanchycki

Sample email for requesting documents from clients and increase your odds of getting a response. What to include, ways to save time and is email the best way?

Graphic design questionnaire: 30 questions to ask

- by Sylva Sivz

Get a handy list of 30 questions to ask clients in a graphic design questionnaire to avoid project failure.

Interior design questionnaire: 30 insightful questions to ask

- by Sylva Sivz

Get a list of 30 insightful questions to ask new clients in your interior design questionnaire so you can nail your next design project.

Create a website design questionnaire (includes template)

January 25, 2021

- by James Rose

Find a list of questions to ask in a website design questionnaire before getting started on designing your clients' new website

Client onboarding questionnaire: 20 questions to ask

January 15, 2021

- by Sylva Sivz

Get a list of 20 great questions to ask new clients in your marketing agency client onboarding questionnaire.

SEO questionnaire: 10 must-ask questions

January 14, 2021

- by Sylva Sivz

Discover what questions to ask clients in an SEO questionnaire to make sure you nail your SEO strategy.

How to create a social media questionnaire to onboard clients

January 11, 2021

- by Sylva Sivz

Learn how to create social media questionnaires to onboard new clients, what survey questions to include, and tools for sending clients your questionnaire.

Create an effective client onboarding checklist (template included)

- by Sara Bussandri

Use this customer or client onboarding checklist to kick projects off on the right foot.

How to create a client intake form (template included)

February 12, 2020

- by Drazen Vujovic

Client intake forms greatly impact building a working relationship with a client. Check everything you need to know about client intake forms, from their benefits to finding the right template

Logo questionnaire template with 14 questions

December 18, 2019

- by Caroline McCullough

Your logo design questionnaire is one of the first things your client will see. Learn how to create a professional logo brief in this post.

How to create a branding questionnaire for your clients

October 11, 2019

- by Sylva Sivz

In this post, you’ll learn how to create an effective branding questionnaire you can use to help your clients build their brand identity. At the end of this post, you’ll find sample questions to ask in your questionnaire to get the most out of your research. What is a brand or brand identity? Your brand […]