CLIENT DISCOVERY

QUESTIONNAIRE

Below is a structured Client Discovery Questionnaire that’ll be sent to Prospects before starting any onboarding video system project.

SaaS Onboarding Video System

1. Company Information

Company Name

Website(Required)

Product Name

Industry(Required)

Stage of business

Early startup

Growing company

Established company

Name(Required)

Main contact person

Role / position

Email(Required)

Preferred communication method

Phone Call

Email

Chat

2. Product Overview

What does your product do? (simple explanation)

What main problem does your product solve?

What makes your product different from competitors?

Where do new users struggle the most?

Do you currently have Onboarding guidance? If Yes what type?

No onboarding content

Help articles

Tooltips

Video tutorials

Live demos

Other

None

3. Onboarding Challenges

What are your 3 most important features?

At what step do users drop off?

What do users misunderstand most often?

What support questions are asked repeatedly?

What do you wish new users understood immediately?

4. Goals for the Onboarding Video System

What do you want the videos to achieve? (Select all that apply)

Explain product value quickly

Guide setup process

Increase feature usage

Reduce support tickets

Improve activation rate

Improve retention

Improve customer confidence

Other

5. Target Audience

Who are your typical users?

Are they technical or non-technical?

User's Business size:

Solo users

Small teams

Enterprises

What motivates them most?

Saving time

Increasing revenue

Organization

Collaboration

Reducing stress

Other

6. User Journey

Describe the ideal first experience:

What should users do immediately after signup?

What must they set up first?

What is the first “aha moment”?

When do they feel real value?

7. Core Features to Highlight

List the most important features new users must understand:

8. Brand & Style Preferences

Brand personality

Professional

Friendly

Playful

Minimalist

Premium

Other

Do you have brand guidelines?

Yes

No

Preferred visual style

Clean UI focused

Character-based animation

Minimal abstract

Educational style

Any videos you like as reference? (Share Link)

9. Technical Details

Where Will the videos be used?

inside an App

in a Website

Email onboarding

Sales demos

Help center

Ads or marketing

Preferred video length?

Any required messaging or disclaimers?

10. Success Measurement

How will you measure success?

Activation rate

Feature adoption

Reduced support tickets

Retention improvement

Engagement metrics

Conversion rate

Other

11. Project Logistics

Desired timeline:

Launch deadline (if any):

Review process:

Number of decision makers:

Budget range (optional but recommended):

12. Additional Notes

Anything else we should know about your product, users, or goals?

DISCLAIMER