Client Onboarding Form
Gather everything you need to start work in one pass: the contacts, the access, the brand assets, and who signs things off.
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Opens in the builder. Nothing is saved until you edit it.
- Fields
- 17 questions
- Theme
- Forest, switchable in the preview
- Updated
- 11 August 2026
Categories
- Sales
- Sales Forms
- Onboarding Forms
- Agency Forms
Ideal for
- Agencies
- Consultants
- Freelancers
- Account managers
Best used in
- New client kickoff
- Retainer setup
- Project handover
About this template
The first two weeks of a new engagement are usually spent chasing things the client would happily have sent on day one: the logo files, the billing address, and the name of whoever actually approves work. This form asks for all of it at once, so the kickoff call is about the work.
The approver field has help text spelling out that it means the person whose yes is final, even if that is the same person filling in the form. Getting that answer in writing at the start is what prevents the round of revisions that begins when someone who was never in the room sees the work for the first time.
The access section deliberately does not ask for passwords, and says so. Sharing credentials through a form leaves them in a submissions table forever, so the field asks how the client would like to share access instead and the actual handover happens in a password manager.
Templates are a starting point, not legal or professional advice. Where a form carries consent, medical, or contractual wording, have somebody qualified review it against the rules that apply to you before you publish.
Fields in this template
- Company name*Short text
- Trading name, if differentShort text
- WebsiteWebsite
- Registered address*Address
- Main contact name*Short text
- Main contact email*Email
- Main contact phonePhone
- Who signs off work?*Short text
- Where should invoices go?*Email
- Logo filesFile upload
- Brand guidelines, if you have themFile upload
- Anything we should know about your brand?Long text
- Which accounts will we need access to?Multiple choice
- How would you prefer to share access?Long text
- What does success look like in 90 days?*Long text
- Ideal start dateDate
- Signature*Signature
Every field can be renamed, reordered, made optional, or removed once the template is open in the builder.
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