New Client Information Form Template
Streamline Your Client Onboarding Process Effortlessly
Gathering essential information from new clients shouldn't be a hassle. This template is perfect for businesses looking to efficiently collect contact details and understand client needs right from the start. By using this user-friendly form, you can quickly receive vital data, enhance the onboarding experience, boost client satisfaction, and maintain organized records-all without any coding required. Explore the live template to see how it works.
When to use this form
Use this form at kickoff, right after a prospect signs or renews. It helps agencies, freelancers, and service teams collect verified contacts, billing details, goals, and access in one pass. Use it when scoping a retainer, launching a website project, or migrating services from another vendor. If you also need role-specific background, pair it with the New client profile form to capture stakeholders and decision paths. For a reusable, general intake across departments, the Client information form keeps records consistent and easy to share. The outcome: fewer back-and-forth emails, faster setup, and a shared baseline your team and the client can reference throughout the engagement.
Must Ask New Client Information Questions
- Who is your primary contact and decision-maker?
This ensures you send updates and approvals to the right person, so projects do not stall. Clear ownership reduces delays and avoids mixed instructions.
- What is your legal business name, billing address, and tax ID (if applicable)?
Accurate legal and billing data keeps contracts, invoices, and compliance clean. It prevents payout holds and rework later.
- What outcomes are you hiring us to achieve, and how will you measure success?
Stated goals and KPIs focus scope, pricing, and reporting from day one. If search is in scope, use the SEO Client questionnaire form to capture keywords, audiences, and benchmarks.
- Which accounts, tools, and technical constraints should we know about?
Listing platforms, permissions, and limits helps you avoid setup surprises and security risks. For web projects, the Website onboarding form gathers domains, hosting, and access in one place.
- What timeline, budget range, and communication cadence do you prefer?
Shared expectations on timing, costs, and check-ins reduce scope creep and friction. To tailor tone and channel, add the Get to know you questionnaire form.
More Forms
- 100% Free - No Catches
- Collect Responses Today
- Tailor to your Look & Feel