Client Onboarding Questionnaire — Black And White Boy

Before you start

This is a short questionnaire to help me understand your company from your perspective. There are no right or wrong answers — I want to hear how you see things, in your own words.

Please fill this in on your own, not together with anyone else
Write however you'd normally talk — don't worry about making it sound polished
If you'd rather talk than type, just write "voice note sent" and send me a recording instead
Takes about 15-20 minutes

Company name

Your name

Your role

How You See the Company

How would you describe what your company does to someone who's never heard of you? Imagine you're at a networking event and someone asks "so what do you do?" — just say it naturally.

What makes your company different from your competitors? Think about what you'd say to someone choosing between you and a competitor.

When someone visits the factory for the first time, what do they usually say? What surprises them?

What are you most proud of about the company?

If you had to pick three words to describe your company, what would they be?

Customers and Markets

Who are your best customers right now? What makes them good to work with? Don't need to name names if you'd rather not — just describe the type of company and why the relationship works.

What type of company would you love to work with but haven't yet? Dream customer — what industry, what size, what kind of work?

When you lose a prospect or they go elsewhere, why does that usually happen?

What industries or markets do you think would benefit most from what your company does, but might not know you exist? Based on your experience — which sectors need this kind of quality but might not know you exist?

What questions do prospects typically ask before they place an order? Think about the conversations you have during the quoting/sales process.

Your Industry Knowledge

What's changing in your industry right now that people outside it should know about?

What do most people get wrong about your industry? Common misconceptions, things that frustrate you when people don't understand.

What's the biggest challenge facing UK manufacturing right now?

What trends are you seeing in your supply chain or from your customers?

Looking Forward

Where do you see the company in 3-5 years?

If you could change one thing about how your company markets itself, what would it be?

Is there anything else you think I should know? Anything we haven't covered? Anything at all — about the company, the industry, or what you'd like to see happen.

Cheers, got it!

Your answers have been sent through to Paul. Really appreciate you taking the time.