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In this lesson, you will learn how to send clients a questionnaire through a private URL, allowing them to answer predefined questions for clarity on their needs. It's important to ensure everyone is on the same page. There are various ways to send the questionnaire: you can automate it with a workflow (to be covered in a future lesson), send it directly to individual clients, or create a public questionnaire that allows multiple people to respond anonymously. This lesson emphasizes the significance of gathering structured information to better understand client requirements.