Client Onboarding Questionnaire — Launchpoint Studio

Your Information

Contact details.

Full Name *

Email Address *

Phone Number

City / Town

Business Name (if existing)

Date

Section 1

Your Business Idea

1.Describe your business idea or existing business in your own words. What does it do and who does it serve?*

2.What is the current stage of your business?*

Just an idea — nothing built yetIn planning — I have done some researchIn early development — some things are in placeAlready operating — I need help improving or expanding

3.What problem does your business solve? Why does this matter to your target customer?*

4.What makes your business different from others already doing something similar?

Section 2

Your Target Customer

6.Describe your ideal customer in detail. Who are they, where do they live, what do they care about?*

7.How large is your target market in your area? How many potential customers exist locally?

8.How do you plan to reach your target customers? Where do they spend time online and offline?

9.Who is your primary target customer?*

Individual consumers (B2C)Other businesses (B2B)Both consumers and businessesNonprofit organizations or community groups

10.What do you know about your competitors? List 2-3 competitors and what they do well or poorly.

Section 3

Your Goals and Timeline

11.What is your primary goal for working with Launchpoint Studio?*

I need a solid business plan to move forwardI need help setting up technology and AI toolsI need a complete launch from start to finishI need help improving my existing businessI need connections to web developers or other professionals

12.When are you hoping to launch or relaunch your business?*

13.Where do you want your business to be in 12 months? Be as specific as possible about revenue, customers, and operations.*

14.Where do you want your business to be in 3 years? What does long-term success look like to you?

15.How urgent is it for you to get this business launched or improved?

Not urgent at all

Extremely urgent — I need to move now

Section 4

Your Background and Strengths

16.What is your professional background? What skills and experience do you bring to this business?*

17.Have you ever started or run a business before? If yes, what did you learn from that experience?

18.How would you rate your overall business knowledge?*

Beginner — I am learning as I goIntermediate — I know the basics but need guidance on the detailsExperienced — I have run businesses beforeExpert — I have deep business knowledge in this industry

19.How comfortable are you with technology and digital tools?*

Not comfortable — I avoid technology when possibleBasic — I can use email and social mediaIntermediate — I use various apps and tools regularlyAdvanced — I am comfortable with most digital tools

20.What are your three biggest personal strengths that will help this business succeed?*

Section 5

Your Challenges and Concerns

21.What is the single biggest obstacle standing between you and launching or growing this business right now?*

22.Which area do you feel least confident about?

23.Have you tried to launch or grow this business before and faced setbacks? What happened?

24.What keeps you up at night about starting or running this business?

25.How confident are you that this business will succeed?

Not confident at all

Completely confident

Section 6

Finances and Resources

This section helps us understand your current financial position. This information is strictly confidential and is used only to tailor our recommendations to your real situation.

26.Do you currently have startup capital available to invest in this business?*

27.How do you plan to fund your business operations?

28.Do you have an existing income source while building this business? How much time can you dedicate weekly?

29.Have you thought about pricing your products or services?

No — I need help figuring this outSomewhat — I have rough numbers in mindYes — I have researched pricing in my marketYes — I have firm pricing already set

30.What does financial success look like for you personally in Year 1? State a specific income or revenue target.*

Section 7

Your Launchpoint Studio Experience

32.Which service tier are you most interested in?*

Tier 1 — The Roadmap ($600): Market research + written plan + accounting setupTier 2 — AI & Operations Launch ($1,200): Everything in Tier 1 + AI tools + custom dashboardsTier 3 — Complete Launchpad ($2,000): Everything in Tiers 1 & 2 + social media + professional handoffsI am not sure yet — I need guidance on which tier fits my needs

33.What specific outcomes do you want from working with Launchpoint Studio? What does success look like at the end of our 90 days together?*

34.Is there anything else you would like us to know before our consultation? Any details, concerns, or context that would help us prepare?

35.Overall, how ready are you to invest in your business and take action right now?

Not ready — still exploring

Fully ready — let's build

Tell us about your vision.