Client onboarding template
Gather everything you need before kickoff, in one place.
Try it before you use it
This is the real form. Answer it like your respondents would; nothing you type is saved.
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Who’s our main point of contact?
What’s in the client onboarding template
7 questions, one at a time. Edit, reorder or remove any of them.
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Who’s our main point of contact?
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Your current website
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In a sentence, who are your customers?
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What should the project achieve first?
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Upload your brand assets
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Ideal launch date
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Anything we should know before we start?
Built in
Uploads
Collect files up to 100 MB, and copy them to Google Drive if you like.
Your own domain
On Pro, share it at forms.yourbrand.com instead of our address.
Straight to Google Sheets
Every response can land in a spreadsheet within seconds.
Embed anywhere
Put it on your site inline, as a popup or as a side tab.
How to use this template
Use the template
Sign up free and the template opens as your own copy.
Make it yours
Edit the questions, swap the photo, set your colours and logic.
Share it
Send the link, embed it on your site, or put it on your own domain.
Client onboarding template, answered
Is the client onboarding template free?+
Yes. The Client onboarding template is free on every plan. The Free plan includes one active form and 100 responses a month, with no card needed.
Can I change the questions and design?+
Yes. Click any text to edit it, add or remove questions, change the photos, colours and fonts, and add your own logic.
How long does it take to fill in?+
About 3 minutes. It has 7 questions, shown one at a time.
Where do the responses go?+
To your Forms results, with charts for each question. You can also export CSV or JSON, send them to Google Sheets, or on Pro post them to a webhook.
Can I put this form on my own website?+
Yes. Embed it inline, as a popup or as a side tab, share a link or QR code, or on Pro, host it on your own domain.
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