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Client Onboarding Form Template

Streamline Your Client Onboarding Process with Ease

Struggling to gather important information from new clients? This Client Onboarding Form Template is designed to help businesses like yours smoothly collect essential details from clients, ensuring a seamless start to your working relationship. Capture critical data efficiently, improve client satisfaction, streamline your onboarding process, and reduce the time spent on admin tasks-all while maintaining compliance with industry standards. Try the live template to enhance your client onboarding experience.

Use this Template (FREE) Live Preview
Full name
Work email
Phone number
Company or organization
Company website URL
Which services are you interested in?
Briefly describe the project and what you need
What is the primary goal of this project?
Launch something new
Increase leads or sales
Improve conversion rate
Enhance brand perception
Improve user experience
Streamline internal process
Meet compliance or regulatory needs
Other/Unsure
Which deliverables are in scope?
Do you have current brand guidelines or assets to provide?
Yes
No
Target launch or completion date
Estimated budget range
Under $5,000
$5,000 - $10,000
$10,001 - $25,000
$25,001 - $50,000
$50,001 - $100,000
Over $100,000
Not sure / Discuss with us
How many stakeholders will be involved in approvals?
1
2
3-5
6+
Not sure
Are you authorized to approve scope, budget, and timeline?
Yes
No
Preferred communication channels
Email
Phone
Video calls
Messaging app (e.g., Slack/Teams)
Project management tool
How will you measure success?
Type your full name as signature
Date
May we contact you about this inquiry?
Yes
No
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Paper art illustration representing a client onboarding form template for FormCreatorAI article

When to use this form

This form fits agencies, consultants, and service teams when you start work with a new customer. Use it right after the proposal or SOW is approved to capture contacts, scope, timelines, tools, and approval rules in one place. It cuts back-and-forth and sets clear expectations for kickoff. For basic profile details, pair it with the New client profile form. For web projects, add the Website onboarding form to collect domains, CMS access, and design assets. If you are in wealth or advisory services, the Financial planning questionnaire form covers compliance-ready data. Still qualifying a lead? Start with the Prospective client form, then move them into onboarding once they are ready to proceed.

Must Ask Client Onboarding Questions

  1. What outcomes are your top priorities for the first 90 days?

    This aligns deliverables to the results you care about most and prevents scope creep. Clear, time-bound goals make it easy to plan sprints and set milestones.

  2. Who is the main point of contact and decision maker?

    Knowing roles shortens turnaround time and avoids mixed signals. It also tells us who approves scope, timelines, and invoices.

  3. What does success look like, and how will we measure it?

    Measurable success criteria guide reporting and keep everyone accountable. We use agreed metrics to flag risks early and adjust.

  4. What tools, accounts, or assets should we access?

    Early access to systems, brand files, and data removes blockers during kickoff. Listing owners and permission levels prevents delays and security issues.

  5. How will you request new work or changes?

    A simple intake path reduces surprise scope and keeps priorities clear. If you prefer a formal intake, we can mirror your process using a New client request form.

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