# YouTube Client Onboarding Questionnaire

For strategists and agencies preparing a first channel strategy discussion. Answers are a starting point for discussion, not a substitute for client review.

## Five strategy inputs
1. **Channel idea:** In one sentence, what would you like the channel to be about?
2. **Niche and audience:** Who should the channel serve, and what subject or niche interests you?
3. **Monetization goal:** What business or monetization outcome are you exploring? What assumptions are still open?
4. **Format:** What kinds of videos do you want to make or can you realistically produce?
5. **Time, equipment, and on-camera preference:** How much weekly time and what equipment/access are available? Do you want to appear on camera?

## Kickoff follow-up prompts
- What questions do customers, students, or viewers ask repeatedly?
- What expertise, access, or point of view can the client contribute?
- What topics or claims require legal, compliance, or subject-matter review?
- Who approves strategy, scripts, recordings, and publication?
- What constraints (budget, privacy, rights, staffing, deadlines) should shape the plan?

## Record the draft carefully
- Confirmed client facts:
- Working assumptions:
- Open questions:
- Decisions made in kickoff:
- Next steps and owner:

Strategies created with Bazuddi remain saved in the account and do not export; copy material into your own client template and review it before sharing.

Related tool: https://www.bazuddi.com/youtube-competitor-analysis