How to Craft the Best Client Onboarding Questionnaire
Totango
AUGUST 5, 2022
A client onboarding questionnaire helps you gather the information you need for excellent client relationships that promote long-term loyalty. Asking the right questions is key to effectively using this powerful customer success tool. What Is a Client Onboarding Questionnaire? A client onboarding questionnaire is a list of discovery questions administered to a new client to help you better serve their needs.
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