{"id":74098,"date":"2022-07-08T08:00:00","date_gmt":"2022-07-08T15:00:00","guid":{"rendered":"https:\/\/honeybook.site.strattic.io\/?p=74098"},"modified":"2023-02-08T14:38:41","modified_gmt":"2023-02-08T22:38:41","slug":"client-background-questions","status":"publish","type":"post","link":"https:\/\/hbb.dev.reliablepenguin.com\/blog\/client-background-questions","title":{"rendered":"8 client background questions to always ask"},"content":{"rendered":"\n<p class=\"has-text-align-center\"><em>Use these 8 client background questions to better understand if you and your client are a good fit and how you should move forward.<\/em> <em>The information you receive from them will help you move forward through mutual qualification and on to the booking phase. <\/em><\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img fetchpriority=\"high\" decoding=\"async\" width=\"1024\" height=\"793\" src=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2022\/07\/background-questions-feature-1024x793.jpg\" alt=\"Woman business owner asking client background questions to another woman as they're seated\" class=\"wp-image-81607\" srcset=\"https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2022\/07\/background-questions-feature-1024x793.jpg 1024w, https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2022\/07\/background-questions-feature-300x232.jpg 300w, https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2022\/07\/background-questions-feature-768x594.jpg 768w, https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2022\/07\/background-questions-feature-1536x1189.jpg 1536w, https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2022\/07\/background-questions-feature.jpg 2000w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>As an independent business, you know how to put your best foot forward to sell your services and attract new business. But sometimes, you may end up working with a client who makes each project more difficult than it needs to be. You may find yourself butting heads about small details, working with a client with unrealistic and unmanageable expectations, or worst of all, working with a client who disappears without paying you.&nbsp;<\/p>\n\n\n\n<p>A brief interview before each project is as important as how you <a href=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/creating-a-honeybook-workflow-to-seamlessly-onboard-new-clients\">onboard your clients<\/a>. Asking some <a class=\"wpil_keyword_link\" href=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/client-background-questions\" target=\"_blank\" rel=\"noopener\" title=\"client background questions\" data-wpil-keyword-link=\"linked\">client background questions<\/a> before starting the project can help you avoid many of these challenges. Whether you choose to ask these questions while you\u2019re determining <a href=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/evaluate-customer-fit\">customer fit<\/a> or directly after booking, they\u2019ll give you the following benefits:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Determining if you and the client are a good fit<\/li>\n\n\n\n<li>Developing an understanding of your project scope<\/li>\n\n\n\n<li>Setting realistic client expectations<\/li>\n\n\n\n<li>Understanding your client\u2019s pain points and how you can help fix them<\/li>\n\n\n\n<li>Helping to ensure that you and your client have the same understanding of the project and its scope<\/li>\n<\/ul>\n\n\n\n<p>If you\u2019re one of the <a href=\"https:\/\/websitebuilder.org\/blog\/freelance-statistics\/\">61% of freelancers who specializes in multiple skills<\/a>, these background interviews can also help you determine which should be the main focus of a particular project. Here are some questions to ask clients before a project begins.&nbsp;<\/p>\n\n\n\n<p><strong>Jump to:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"#work-experience\">Have you worked with an independent business before?<\/a><\/li>\n\n\n\n<li><a href=\"#budget\">What is your budget?<\/a><\/li>\n\n\n\n<li><a href=\"#timeline\">What is your timeline for this project?<\/a><\/li>\n\n\n\n<li><a href=\"#goals\">What are your goals for this project?<\/a><\/li>\n\n\n\n<li><a href=\"#measurement\">How would you measure this project&#8217;s success?<\/a><\/li>\n\n\n\n<li><a href=\"#priorities\">What are your priorities?<\/a><\/li>\n\n\n\n<li><a href=\"#decision-making\">What is your decision-making process?<\/a><\/li>\n\n\n\n<li><a href=\"#examples\">Do you have any examples?<\/a><\/li>\n<\/ul>\n\n\n\n<div class=\"banner banner--dark banner--bulb\">\n<div class=\"banner__text-container\">\n<h2 class=\"banner__title\">Get a free clientbackground questionnaire<\/h2>\n<p class=\"banner__body\">Use our questionnaire template to send to clients or copy into a HoneyBook file.<\/p>\n<a class=\"banner__cta\" data-sumome-listbuilder-id=\"a904f871-a691-42a2-b508-0dfdabebb08e\">Get the Questionnaire<\/a><\/div>\n<\/div>\n\n\n\n<a id=\"work-experience\"><\/a>\n\n\n\n<h2 class=\"wp-block-heading\">1. Have you worked with an independent business before?<\/h2>\n\n\n\n<p>This is an essential <a href=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/questions-to-ask-clients\">question to ask clients<\/a> in your questionnaires to weed out potentially difficult clients. If your prospective client states that they\u2019ve already worked with independent contractors and freelancers like you, they most likely know what to expect from the process.&nbsp;<\/p>\n\n\n\n<p>If this is their first time working with an independent contractor, dig deeper to find out why they are outsourcing this project. They may not have time or in-house experience. Knowing why they\u2019re bringing you onboard can help give you a better sense of their expectations.&nbsp;<\/p>\n\n\n\n<p>Depending on your industry and services, you may determine that the client doesn\u2019t have enough prior experience to get the most out of a project with you.&nbsp;<\/p>\n\n\n\n<a id=\"budget\"><\/a>\n\n\n\n<h2 class=\"wp-block-heading\">2. What is your budget?&nbsp;<\/h2>\n\n\n\n<p>When you know the client\u2019s budget up front, you can tailor your scope to meet their needs while staying within their budget. This is one of the most important client background questions to ask because it helps you understand what you can and can\u2019t achieve.<\/p>\n\n\n\n<p>If you don\u2019t know the budget, you may be tempted to provide every service you can offer, only to find out that the budget won\u2019t cover your hard work. Having a budget number to work with ahead of time helps you set priorities and scope.&nbsp;<\/p>\n\n\n\n<p>While you\u2019re working through <a class=\"wpil_keyword_link\" href=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/contact-form-examples\" target=\"_blank\" rel=\"noopener\" title=\"customer fit\" data-wpil-keyword-link=\"linked\">customer fit<\/a>, you can see if you\u2019re able to work with a smaller client budget. Perhaps you\u2019re able to take on a smaller project or offer a digital product. If not, this question can help you eliminate clients who just aren\u2019t a good fit for your business and revenue goals.&nbsp;<\/p>\n\n\n\n<a id=\"timeline\"><\/a>\n\n\n\n<h2 class=\"wp-block-heading\">3. What is your timeline for this project?<\/h2>\n\n\n\n<p>Ask your clients to set a timeline for each project and compare it to your typical workflow. Is their timeline realistic? Do you feel you can deliver on it? If not, you may need to work with them to see if you can come up with a new timeline before booking.&nbsp;&nbsp;<\/p>\n\n\n\n<p>Working together to <a href=\"https:\/\/blog.freelancersunion.org\/2021\/06\/22\/how-to-create-a-project-timeline-to-manage-client-expectations\/\">create your timeline<\/a> gives you a mutual understanding of various deadlines and helps you keep the project on task. You can set up a sample timeline listing major tasks you need to do to complete the project and set deadlines for each.&nbsp;<\/p>\n\n\n\n<p>You may also outline deliverables clients can expect to receive at the end of each project phase.&nbsp; Working through this ahead of your project helps hold your business accountable while allowing your clients to know what to expect. When both parties agree on the timeline, you can cut out a lot of back-and-forth and ensure your clients aren\u2019t kept in the dark about next steps.&nbsp;<\/p>\n\n\n\n<a id=\"goals\"><\/a>\n\n\n\n<h2 class=\"wp-block-heading\">4. What are your goals for this project?&nbsp;<\/h2>\n\n\n\n<p>When you know what your client wants to achieve with the project, you can tailor your work to their goals. A client who is trying to rebrand an existing product will have different design goals than one who wants you to work on developing something entirely new.&nbsp;<\/p>\n\n\n\n<p>Once they outline their goals, you can ask some follow-up questions to understand what problems and pain points they\u2019re trying to address. Are they looking for your design expertise to rebrand their business? Are they looking for your business coaching services to create a betters <a class=\"wpil_keyword_link\" href=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/sales-strategy\" target=\"_blank\" rel=\"noopener\" title=\"sales strategy\" data-wpil-keyword-link=\"linked\">sales strategy<\/a>?&nbsp; These answers will help guide your vision and your work.&nbsp;<\/p>\n\n\n\n<a id=\"measurement\"><\/a>\n\n\n\n<h2 class=\"wp-block-heading\">5. How would you measure this project\u2019s success?&nbsp;<\/h2>\n\n\n\n<p>Before you begin working with a new client on a project or service, set some metrics that will help you determine if the partnership was a success. If you\u2019re working with a client on an ad copy project, perhaps they will define success by how many new clicks they receive on each pay-per-click ad.&nbsp;<\/p>\n\n\n\n<p>If you\u2019re a health and fitness coach working with a new client, they may want to see their vital stats improve at their next physical. Establishing these metrics up front lets you know what you need to achieve.&nbsp;<\/p>\n\n\n\n<p>Just like budget and timeline, this question can also help you determine if the project is realistic. If your client is asking you to go above and beyond your capabilities, it\u2019s okay to say no and leave yourself available for a different client.&nbsp;<\/p>\n\n\n\n<a id=\"priorities\"><\/a>\n\n\n\n<h2 class=\"wp-block-heading\">6. What are your priorities?<\/h2>\n\n\n\n<p>Even if you\u2019re working with a healthy budget, get a sense of your client\u2019s priorities. That way, you know how to budget your time. You can spend more of your schedule working on the parts of the project that matter most.&nbsp;<\/p>\n\n\n\n<p>If you\u2019re an independent professional working with clients on personal goals instead of projects, knowing their priorities will help you create the best plan for them.&nbsp;<\/p>\n\n\n\n<a id=\"decision-making\"><\/a>\n\n\n\n<h2 class=\"wp-block-heading\">7. What is your decision-making process?&nbsp;<\/h2>\n\n\n\n<p>This question will give you a sense of how your potential clients will manage the project. You may be meeting with a project manager and learn that their boss has to approve all changes to the scope and budget, which could end up adding time to your process.&nbsp;<\/p>\n\n\n\n<p>When you know this going in, you can manage potential delays by submitting any proofs or approvals ahead of time since you know they will be subject to multiple reviews.&nbsp;<\/p>\n\n\n\n<p>You may have already introduced the client to your processes and workflow in your <a href=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/how-a-welcome-guide-can-elevate-your-client-relationships\">welcome packet<\/a>. With this question, you can ask for similar information from your potential clients.&nbsp;<\/p>\n\n\n\n<a id=\"examples\"><\/a>\n\n\n\n<h2 class=\"wp-block-heading\">8. Do you have any examples?&nbsp;<\/h2>\n\n\n\n<p>When you\u2019re working with repeat clients, you probably know what they expect you to deliver. But with new clients, you may not know what to expect. For designers, it\u2019s especially important to understand the aesthetic or style they have in mind. But for other industries, project examples can also be helpful for understanding their idea of project success.&nbsp;<\/p>\n\n\n\n<p>Having an example helps both you and the client set expectations.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Ask client background questions easily with HoneyBook<\/h2>\n\n\n\n<p>Make the mutual qualification and kickoff process easier by setting up an interactive questionnaire in HoneyBook. Our questionnaires are fully customizable, so you can tweak the finer details to remain consistent with how you present your brand.&nbsp;<\/p>\n\n\n\n<p>Instead of going back-and-forth via email or having your client print and fill out a PDF file, HoneyBook\u2019s Smart Files let your clients answer everything at once (even if they\u2019re on the go using their phone).&nbsp;<\/p>\n\n\n\n<p>You can include it as part of your welcome packet, giving potential clients a chance to think through their answers before you start working together. Alternatively, you can keep it on hand to manage your first meeting.&nbsp;<\/p>\n\n\n\n<div class=\"banner banner--dark banner--bulb\">\n<div class=\"banner__text-container\">\n<h2 class=\"banner__title\">Use HoneyBook to create interactive questionnaires!<\/h2>\n<p class=\"banner__body\">Automation + Customization = Faster booking and onboarding.<\/p>\n<p class=\"banner__body\">Try HoneyBook for a week for free!<\/p>\n<a class=\"banner__cta\" href=\"https:\/\/hbbadmin.dev.reliablepenguin.com\">Start free trial<\/a><\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Use these 8 client background questions to better understand if you and your client are a good fit and how you should move forward. The information you receive from them will help you move forward through mutual qualification and on to the booking phase. As an independent business, you know how to put your best [&hellip;]<\/p>\n","protected":false},"author":800,"featured_media":81607,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[20],"tags":[473,472],"class_list":["post-74098","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-business-best-practices","tag-lead-generation","tag-onboarding"],"acf":[],"featured_image_urls_v2":{"full":["https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2022\/07\/background-questions-feature.jpg",2000,1548,false],"thumbnail":["https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2022\/07\/background-questions-feature-150x150.jpg",150,150,true],"medium":["https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2022\/07\/background-questions-feature-300x232.jpg",300,232,true],"medium_large":["https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2022\/07\/background-questions-feature-768x594.jpg",768,594,true],"large":["https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2022\/07\/background-questions-feature-1024x793.jpg",1024,793,true],"1536x1536":["https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2022\/07\/background-questions-feature-1536x1189.jpg",1536,1189,true],"2048x2048":["https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2022\/07\/background-questions-feature.jpg",2000,1548,false]},"post_excerpt_stackable_v2":"<p>Use these 8 client background questions to better understand if you and your client are a good fit and how you should move forward. The information you receive from them will help you move forward through mutual qualification and on to the booking phase. As an independent business, you know how to put your best foot forward to sell your services and attract new business. But sometimes, you may end up working with a client who makes each project more difficult than it needs to be. You may find yourself butting heads about small details, working with a client with&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":"Alaina Bradenburger","url":"https:\/\/hbb.dev.reliablepenguin.com\/blog\/author\/alaina-bradenburger"},"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 a Potential Client | HoneyBook<\/title>\n<meta name=\"description\" content=\"Use these 8 questions to ask a potential client to better understand if you and your client are a good fit and how you should move forward\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" 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