Over the weekend, I gave a presentation at WordCamp Asheville that focused on customer service. As part of my presentation, I suggested that a freelancer has a process that they put each customer through. That is a onboarding, project work, and offboarding. Adhering to a process like this keeps everyone on the same page and helps to keep an open line of communication.
As I mentioned during my presentation, part of my onboarding process is to ask a series of questions to each client, a questionnaire if you will. I personally don’t have one written down but just a group of common questions that gets the drives our conversation. I don’t keep strictly to these questions, but it’s a good place to start.
Since my presentation, I had a request to share my questionnaire. Since I don’t have anything written down, I figured that I would put together the most common questions I ask my web clients.