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Getting to Know Client Questionnaire

Last updated on Jan 12, 2025

Use this template for getting to know clients!


Please take a few moments to help us get to know a little bit about you outside of your

business! This information is helpful for our team to find creative ways to feature you and

your business in multiple ways throughout the year based on our monthly themes!

Name:

Business Name:

Birthday:

  1. Where are a few of your favorite spots around the city or places you like to frequent?

  2. Please list any hobbies or special interests that you have:

  3. Please share any ways that you give back to our community or beyond and/or any non-profits that you are passionate about:

  4. Are you a collector of anything? (Ex. baseball cards, unique cars, art, bourbon, musical instruments, etc.)

  5. Please indicate if any of the following apply to you and provide any detail if applicable:

  6. Musician

  7. Veteran

  8. Artist

  9. Eagle Scout

  10. Former Athlete

  11. Coach

  12. Participates in marathons or triathlons

  13. Part of any local special interest clubs

  14. Tell us a little bit about your family and or pets:

  15. Please list anything that you are passionate about outside of your job that you would like us to know about: