Onboarding questionnaire
The onboarding questions, with the notes.
Run this conversationally on a recorded call. Never read it out verbatim. The yellow notes are why each answer matters. Capture answers live in the fields, then Copy or Download into the client record. This is the internal version, the client gets a clean copy with no notes.
Push onceOn every generic answer, ask for the specific detail or the exact words the customer used.
Capture verbatimThe exact phrase a customer uses becomes a headline. Quote it.
ReconcileWhere it contradicts the sales transcript, flag it gently and resolve on the call.
CloseSummarise the biggest three to five takeaways back to the client before you finish.