# Onboarding Questionnaire

> Create a smart form to collect all the initial information from a new agency client.

- Source: https://doutorai.pt/en/tools/onboarding-questionnaire
- Industry: Marketing & Agencies
- AI tool: ChatGPT
- Site: Doutor AI (https://doutorai.pt/en) - AI tools for small businesses

## What it does
Starting well with a new client avoids headaches and delays in the future. Ask AI to generate the right questions your team needs to kick off a project, from brand details to the required access credentials. It shows organization and professionalism to the client.

## How to use
1. Open ChatGPT.
2. Copy the prompt you find below.
3. Fill in the type of service your agency will provide.
4. Generate the questions, copy them into an online form (like Google Forms), and send them to the client.

## Prompt (EN)
```
# ROLE  
As an experienced digital marketing consultant and agency operations specialist, my role is to ensure that the onboarding of new clients is carried out effectively and str…
```

The full prompt (PT + EN), ready to copy, is part of the Doutor AI **Pro** plan. [See plans →](https://doutorai.pt/en/pricing)

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Content by Doutor AI (https://doutorai.pt/en). When quoting, please cite the source: https://doutorai.pt/en/tools/onboarding-questionnaire