Client onboarding form template
Start client projects with everything on day one: contacts, billing details, account access and brand files, gathered in one link.
Use this templateFree · 10 questions · about 4 minutes
Try itAnswers here aren’t saved
What’s in this template
- Let’s get your project started — Ten questions. About four minutes.Welcome
- 1Full nameShort text
- 2EmailEmail
- 3Phone (optional)Phone
- 4Billing emailEmail
- 5Company name and billing address (optional)Long text
- 6What’s your website? (optional)Link
- 7Which accounts will we need access to? (optional)Multiple choice
- 8Where can we find your brand assets? (optional)Link
- 9Which day suits you for a kickoff call? (optional)Date
- 10Anything we should know before kickoff? (optional)Long text
- Thanks, that’s everything we need to start. We’ll email you to confirm the kickoff call.Ending
Who it’s for
- Marketing and design agenciesGather billing details, brand files and the accounts you’ll need right after the contract is signed.
- FreelancersLook organized from day one and stop chasing brand files and billing details by email.
- Consultancies and dev shopsGet the right contacts and a kickoff day without a long scheduling thread.
Make it yours
- Use the templateIt becomes a draft in your workspace, named after the template, with its welcome screen and background. Nothing is published yet.
- Edit any questionReword it, change the answer type, add or remove screens, pick another background. The preview updates as you type.
- Publish and share the linkOne link, one question per screen, on any device. Answers land in your Responses tab.
Questions people ask
Should clients share passwords in the form?
No. The template asks which accounts you’ll need, not for logins. Request access through each tool’s own sharing settings after kickoff.
Can clients upload their logo and brand files?
File uploads aren’t available. The template asks for a link to a shared folder, such as Google Drive or Dropbox, instead.
Does it schedule the kickoff call?
No. There’s no calendar sync: the client picks a day that suits them, and you confirm a time by email.
Can I change it to fit my process?
Yes. Using the template makes a draft you can change completely: reword questions, add or delete them, change the account list, or pick another background.
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Make the client onboarding form yours.
Free · 10 questions · about 4 minutes. Sign in with your email and the draft is waiting.