For Those Clients Who Don't Have Time to Fill Questionnaires

Dominic posted this on Questionnaires for Designers

This morning I’ve red this article “How to Extract the Facts with a Web Design Client Questionnaire” and was inspired by the comments. The benefits of having questionnaires before presenting any forms of proposals or estimates to a prospective client was not in question. What if your prospect says they cannot take time to fill a questionnaire that would help you better understand their project.

This situation can arise and to be frank, I can understand that. We are all busy. We are all trying to save as much time as possible. Here are some ideas on how to use your questionnaires even though the client has no time to complete it.

Use that good old phone

Being prepared and organized during a phone call can win a deal for you. You can easily write the answers to your questions by having your questionnaire ready in front of you while talking to your client. With Osmosis’s unique questionnaire URL, you can act as the client and write the answers as they come. Having a phone headset can greatly improve the process though :).

It’s not a simple chat anymore. You still have the written benefits and can come back to read the exact answers later. Normally, clients will appreciate that level of professionalism and should be more open to get the facts that you will need to deliver the project. You can also offer them to go complete the questions that they skipped.

Remove a couple of questions or split questionnaire

That one is tricky because you should already have done some sort of cleanup on your questionnaire to make them as streamlined as possible. You might come to a compromise where removing some of the non-essential questions make the questionnaire appear less tedious to the client.

Those removed questions can be postponed to another step. You can still have a second questionnaire should the client continues with your services by accepting a work agreement.

The client should put some efforts to achieve their goals

You should ask yourself what kind of difficulties you might encounter before continuing a relationship with a prospect that do not want to invest some time to get the project started. You need detailed information to properly evaluate a project.

Of course, you can get the basic info from a first email. Having three to four questions like:

  • What are your goals for the project?
  • What is your budget?
  • What is your deadline for this project?

This can tell you what you need to know about a prospective client. I see the full client questionnaire coming after an agreement on the basic aspects of a project. The questionnaires are there to get a solid foundation of facts about the project that will help you estimate the final work.

You usually don’t reply to a first email enquiry with a 40 questions form ;).

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