{"id":74036,"date":"2022-11-18T07:19:00","date_gmt":"2022-11-18T15:19:00","guid":{"rendered":"https:\/\/honeybook.site.strattic.io\/?p=74036"},"modified":"2023-02-08T14:24:16","modified_gmt":"2023-02-08T22:24:16","slug":"questions-to-ask-clients","status":"publish","type":"post","link":"https:\/\/hbb.dev.reliablepenguin.com\/blog\/questions-to-ask-clients","title":{"rendered":"Questions to ask clients at every step of your clientflow"},"content":{"rendered":"\n<p class=\"has-text-align-center\"><em><em>Refer to this list of client questions throughout your clientflow\u2013 from the initial inquiry to the point when you\u2019re ready to collect feedback! The answers to these questions will help guide your projects and business relationships.&nbsp;<\/em><\/em><\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img fetchpriority=\"high\" decoding=\"async\" width=\"1024\" height=\"792\" src=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2022\/06\/client-questions-feature-1024x792.png\" alt=\"Woman writing down questions to ask clients\" class=\"wp-image-74051\" srcset=\"https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2022\/06\/client-questions-feature-1024x792.png 1024w, https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2022\/06\/client-questions-feature-300x232.png 300w, https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2022\/06\/client-questions-feature-768x594.png 768w, https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2022\/06\/client-questions-feature.png 1176w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>Delivering an outstanding product or service is only one part of your <a href=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/what-is-a-clientflow\">clientflow<\/a>. The rest includes evaluating potential clients to see if they\u2019re a good fit after they inquire, helping them select services, getting them booked, and more. Throughout it all, communication is key.&nbsp;<\/p>\n\n\n\n<p>That\u2019s why we\u2019ve developed a full list of questions to ask clients at every step of your clientflow. The answers to these questions can help you get a better understanding of your clients and their goals, and know what\u2019s needed for overall success. During the project, these questions will help you understand how your clients are feeling and use their feedback to ensure the project is tracking toward a successful outcome.&nbsp;<\/p>\n\n\n\n<p>Start building better long-term relationships with your clients by asking the questions that matter!<\/p>\n\n\n\n<a id=\"download\"><\/a>\n\n\n\n<div class=\"banner banner--dark banner--bulb\">\n<div class=\"banner__text-container\">\n<h2 class=\"banner__title\">Download the full list of questions<\/h2>\n<p class=\"banner__body\">Get our full checklist of questions you can copy into questionnaires or send via email. Make sure you&#8217;re getting the information you need from your clients!<\/p>\n<a class=\"banner__cta\" data-sumome-listbuilder-id=\"aabb1df3-3b57-4c07-83b5-0ff0cec996a7\">Get the Checklist<\/a><\/div>\n<\/div>\n\n\n\n<p><strong>Jump to:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"#evaluating-fit\">While you&#8217;re evaluating customer fit<\/a><\/li>\n\n\n\n<li><a href=\"#booking-and-onboarding\">When they&#8217;re booking and onboarding<\/a><\/li>\n\n\n\n<li><a href=\"#project-work\">While you&#8217;re managing the project<\/a><\/li>\n\n\n\n<li><a href=\"#project-complete\">When the project is complete<\/a><\/li>\n<\/ul>\n\n\n\n<a id=\"evaluating-fit\"><\/a>\n\n\n\n<h2 class=\"wp-block-heading\">While you\u2019re evaluating customer fit<\/h2>\n\n\n\n<p>After a lead has discovered you and made initial contact, there\u2019s usually a bit more communication that needs to happen before you move on to booking.<\/p>\n\n\n\n<p>At this point, you\u2019ve entered the part of the <a class=\"wpil_keyword_link\" href=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/sales-process\" target=\"_blank\" rel=\"noopener\" title=\"sales process\" data-wpil-keyword-link=\"linked\">sales process<\/a> where you\u2019re both trying to gather more information. You might be eager to book every lead that\u2019s interested, but first, you need to determine if there\u2019s a <a href=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/evaluate-customer-fit\">good customer fit<\/a>.&nbsp;<\/p>\n\n\n\n<p>Do they understand your services? Do you think you can work successfully with them? These are just a few of the questions you should be asking yourself. But before that, you need to ask the potential client a few key <a href=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/client-background-questions\">background questions<\/a> to learn more about them.&nbsp;<\/p>\n\n\n\n<p>Depending on how you <a href=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/how-to-map-your-clientflow\">map your clientflow<\/a>, you can ask these questions during a consultation call or send them automatically as a questionnaire at the time of inquiry. Keep in mind that you may not always need these questions for certain services either, especially if you offer instant booking for smaller projects or digital products.&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>How did they hear about you<\/strong> \u2013 Was it a specific marketing campaign that got them in the door? Which channel did they come through? Understanding the answers to these questions can inform your marketing decision and help you optimize how you target and convert leads.&nbsp;<\/li>\n\n\n\n<li><strong>Budget<\/strong> \u2013 Does their budget align with your rates? If not, are you willing to accommodate them in some other way? Getting clear on the budget up front is important to assess client fit.<\/li>\n\n\n\n<li><strong>Timeline<\/strong> \u2013 Is their timeline realistic for your typical workflow? You don\u2019t want to commit to a project that you cannot complete to your highest ability and risk leaving a poor impression.<\/li>\n\n\n\n<li><strong>Pain points<\/strong> \u2013 What are the main pain points that they\u2019re looking to solve? Are your services designed to solve these pain points accurately?<\/li>\n\n\n\n<li><strong>Goals and expectations <\/strong>\u2013 Are the client\u2019s expectations realistic for what you can offer? Do you feel like your services can accomplish their goal with the budget and timeline that they have?<\/li>\n\n\n\n<li><strong>Previous industry experience<\/strong> \u2013 Have they worked with a similar service provider in the past? If not, it may be up to you to decide if you can include any education that\u2019s required throughout your work. Or, perhaps your ideal customer would have more experience within the industry.&nbsp;<\/li>\n\n\n\n<li><strong>Client\u2019s business history, audience, and mission<\/strong> \u2013 If your client also owns a business, you should get a feel for who they are and what they do to ensure it aligns with your work.&nbsp;<\/li>\n<\/ul>\n\n\n\n<p>When you have more information about your client, it\u2019ll be easier to showcase your services in a way that\u2019s more personalized and tailored to what they need.&nbsp;<\/p>\n\n\n\n<a id=\"booking-and-onboarding\"><\/a>\n\n\n\n<h2 class=\"wp-block-heading\">When they\u2019re booking and onboarding<\/h2>\n\n\n\n<p>Once you and your client have decided there\u2019s a good fit, it\u2019s time to move forward with booking and onboarding. At this stage, you need to ask questions to ensure both you and your client are clear on expectations. These are also questions you can include in a <a href=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/client-onboarding-questionnaire\">client onboarding questionnaire<\/a> to understand the best way to work together and ensure a smooth transition to the project management stage of your clientflow.&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Booking<\/strong> \u2013 Do they fully understand the contract and payment terms? Is there anything that needs to be clarified before they sign and pay?<\/li>\n\n\n\n<li><strong>Communication<\/strong> \u2013 What method of communication do your clients prefer? Along with asking them for this information, you can make sure they have your office hours and your preferred methods of communication for meetings, quick questions, and other messages. Be sure to also <a href=\"https:\/\/help.honeybook.com\/en\/articles\/6252300-asking-for-and-sharing-pronouns-in-honeybook\">ask your clients for their pronouns<\/a> so you can ensure you\u2019re communicating with them accurately and respectfully.<\/li>\n\n\n\n<li><strong>Points of contact <\/strong>\u2013 Who are the decision-makers that need to be included in communications and deliverables?<\/li>\n\n\n\n<li><strong>Contact information<\/strong> \u2013 What is the phone\/email for everyone involved? And who should you contact in the event your main point person is not available? This is also important on your end; introducing your client to any team members that may be involved with their work.<\/li>\n\n\n\n<li><strong>Approval process<\/strong> \u2013 What is their approval process for project milestones? How much time do they need to review?<\/li>\n\n\n\n<li><strong>Access<\/strong> \u2013 Any access you\u2019ll need, whether you\u2019ll need to download specific software or use the client\u2019s login information.<\/li>\n\n\n\n<li><strong>Personal information<\/strong> \u2013 Gather information like pronouns and birthdays to incorporate respectful and delightful moments of personalization within your client experience.<\/li>\n\n\n\n<li><strong>Inspiration<\/strong> \u2013 Are there similar project outcomes that they like? Depending on your industry, this might not be relevant, but their answers could help guide your project.<\/li>\n<\/ul>\n\n\n\n<a id=\"project-work\"><\/a>\n\n\n\n<h2 class=\"wp-block-heading\">While you\u2019re managing the project<\/h2>\n\n\n\n<p>As you\u2019re working through the project, your main priority should be communicating updates, gathering feedback, and managing needs. During this phase, miscellaneous questions will come up naturally, but there are a few that should be built into your process.&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Feedback<\/strong> \u2013 Ask for feedback along the way to help you reach your end goals. This is why it\u2019s especially helpful to build in project milestones to ensure you\u2019re staying on track and within the scope of the project.&nbsp;<\/li>\n\n\n\n<li><strong>Client homework<\/strong> \u2013 Ask them to continue providing information to move the project forward, whether it\u2019s through questionnaires, worksheets, or simply communicating to gather what you need.&nbsp;<\/li>\n\n\n\n<li><strong>Approvals<\/strong> \u2013 Continually ask for their approval. We recommend using a set process, such as sending over proofs at your key milestones. That way, you can ensure you\u2019re aligned at every step of the project (and there\u2019s no confusion about the outcomes!)<\/li>\n<\/ul>\n\n\n\n<a id=\"project-complete\"><\/a>\n\n\n\n<h2 class=\"wp-block-heading\">When the project is complete<\/h2>\n\n\n\n<p>Once the project is over, it doesn\u2019t mean you\u2019re finished with that client. This is the best time to gather valuable feedback about your client experience and business so you can understand what works and what might need improvement. In fact, <a href=\"https:\/\/www.surveymonkey.com\/curiosity\/customer-feedback-2021\/\">85% of customers<\/a> want to share their feedback, so offering that opportunity at the end of your project is important for a well-rounded client experience.&nbsp;<\/p>\n\n\n\n<p>If you\u2019ve delivered a successful project, your client could also become a renewal or a source of referrals and new clients for your business! Referral customers tend to have a <a href=\"https:\/\/www.extole.com\/blog\/15-referral-marketing-statistics-you-need-to-know\/#:~:text=Customers%20acquired%20through%20referrals%20have,in%20profits%20from%20referred%20customers.\">37% higher retention rate<\/a>, so asking for them can be crucial to your business.&nbsp;<\/p>\n\n\n\n<p>Be sure to ask these questions as soon as you\u2019re ready for <a href=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/project-closure\">project closure<\/a>\u2013 don\u2019t leave too much time in between during which they might forget or be less energized to speak about your business.&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Positives<\/strong> \u2013 What did they enjoy about the project? What part of the client experience stood out to them the most?<\/li>\n\n\n\n<li><strong>Negatives<\/strong> \u2013 What could be improved? Was there anything missing from their experience that they expected?<\/li>\n\n\n\n<li><strong>Renewal<\/strong> \u2013 Are they interested in renewing (if applicable) or purchasing a self-serve digital product? If not, are they still interested in staying in touch\/joining your newsletter? If so, you can nurture them towards additional purchases.<\/li>\n\n\n\n<li><strong>Review\/referral <\/strong>\u2013 Are they willing to leave an online review or provide a testimonial for your website? If you have a referral program, ask them if they\u2019d like to be involved as well.&nbsp;<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Gather client information and feedback quickly<\/h2>\n\n\n\n<p>We all know that asking important questions keeps your projects moving from start to finish. But we also know how frustrating it can be to ask your clients for more information and then wait days and even weeks for them to respond.&nbsp;<\/p>\n\n\n\n<p>There\u2019s a simpler way to gather information from your clients that doesn\u2019t involve being stuck in back-and-forth emails: HoneyBook.&nbsp;<\/p>\n\n\n\n<p>With HoneyBook\u2019s complete clientflow management platform, you can build fully branded and interactive questionnaires. Though you\u2019ll still send them via email, HoneyBook\u2019s read receipts let you know when clients have viewed them. You can also leverage HoneyBook\u2019s automations to trigger them after your client has taken a specific action.&nbsp;<\/p>\n\n\n\n<p>HoneyBook\u2019s questionnaires let you ask multiple questions at once, and even include messages, imagery, or short videos to convey why the questions are important. Your clients will respond more quickly because it\u2019s easier for them to provide their answers\u2013a win-win for everyone!&nbsp;<\/p>\n\n\n\n<div class=\"banner banner--light banner--bulb\">\n<div class=\"banner__text-container\">\n<h2 class=\"banner__title\">Create a better process for gathering client info<\/h2>\n<p class=\"banner__body\">Build branded questionnaire templates that you can easily personalize for each client and send, making it easier on them and a quicker process to answer your questions. \n<\/p>\n<a class=\"banner__cta\" href=\"https:\/\/hbbadmin.dev.reliablepenguin.com\">Try HoneyBook<\/a><\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Refer to this list of client questions throughout your clientflow\u2013 from the initial inquiry to the point when you\u2019re ready to collect feedback! The answers to these questions will help guide your projects and business relationships.&nbsp; Delivering an outstanding product or service is only one part of your clientflow. The rest includes evaluating potential clients [&hellip;]<\/p>\n","protected":false},"author":213,"featured_media":74051,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[20],"tags":[475,77],"class_list":["post-74036","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-business-best-practices","tag-business-processes","tag-client-relationships"],"acf":[],"featured_image_urls_v2":{"full":["https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2022\/06\/client-questions-feature.png",1176,910,false],"thumbnail":["https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2022\/06\/client-questions-feature-150x150.png",150,150,true],"medium":["https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2022\/06\/client-questions-feature-300x232.png",300,232,true],"medium_large":["https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2022\/06\/client-questions-feature-768x594.png",768,594,true],"large":["https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2022\/06\/client-questions-feature-1024x792.png",1024,792,true],"1536x1536":["https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2022\/06\/client-questions-feature.png",1176,910,false],"2048x2048":["https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2022\/06\/client-questions-feature.png",1176,910,false]},"post_excerpt_stackable_v2":"<p>Refer to this list of client questions throughout your clientflow\u2013 from the initial inquiry to the point when you\u2019re ready to collect feedback! The answers to these questions will help guide your projects and business relationships.&nbsp; Delivering an outstanding product or service is only one part of your clientflow. The rest includes evaluating potential clients to see if they\u2019re a good fit after they inquire, helping them select services, getting them booked, and more. Throughout it all, communication is key.&nbsp; That\u2019s why we\u2019ve developed a full list of questions to ask clients at every step of your clientflow. The answers&hellip;<\/p>\n","category_list_v2":"<a href=\"https:\/\/hbb.dev.reliablepenguin.com\/blog\/category\/business-best-practices\" rel=\"category tag\">Business best practices<\/a>","author_info_v2":{"name":"HoneyBook","url":"https:\/\/hbb.dev.reliablepenguin.com\/blog\/author\/honeybook"},"comments_num_v2":"0 comments","yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v24.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Questions to Ask Clients at Every Step of Your Clientflow | HoneyBook<\/title>\n<meta name=\"description\" content=\"Check out this list of questions to ask clients at every step of your clientflow, from inquiry to booking and beyond. Get the answers you need for successful projects.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/questions-to-ask-clients\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Questions to Ask Clients at Every Step of Your Clientflow | HoneyBook\" \/>\n<meta property=\"og:description\" content=\"Check out this list of questions to ask clients at every step of your clientflow, from inquiry to booking and beyond. 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