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Website Onboarding Form Template

Simplify Your Web Design Client Onboarding Process

You know that starting a new project can be overwhelming, especially when gathering essential information from clients. This Website Onboarding Form Template helps you collect key details from new customers to ensure a smooth onboarding experience. Use it to align expectations, clarify project goals, and gather necessary resources, all while saving time and reducing confusion. The template is user-friendly and WCAG-aligned, making it accessible for everyone. Try out the live template to simplify your client onboarding.

Use this Template (FREE) Live Preview
Full name
Email
Phone number
Company or organization name
Current website URL (if any)
What are your primary goals for the website?
Please Specify:
Who is your target audience? Describe key characteristics or segments.
How many pages do you expect the site to have?
1-3
4-6
7-10
11-20
21+
Not sure
Do you have a logo and brand guidelines?
Yes
No
Share links to any assets or content (e.g., Drive, Dropbox, Figma, docs)
How ready is your website content (text, images, files)?
All content is ready
Most content is ready
Some content is ready
No content yet
List 2-3 websites you like and briefly state what you like about them.
Which design styles do you prefer?
List any specific integrations or tools (e.g., CRM, email marketing, analytics)
Which features do you need on the site?
Please Specify:
What is your domain and hosting status?
I have a domain and hosting
I have a domain only
I need both domain and hosting
I need advice
Not sure
Preferred platform/CMS
WordPress
Webflow
Wix
Squarespace
Shopify
No preference
Not sure
Target launch date
Do you need ongoing maintenance after launch?
Yes
No
Do you have Privacy Policy and Terms of Service pages ready?
Yes, both ready
In progress
No, I need guidance
Not applicable
Type your full name as signature
Date
I confirm the information provided is accurate and I am authorized to request this project.
Strongly disagree
Disagree
Neither
Agree
Strongly agree
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Paper art illustration representing a website onboarding form template for FormCreatorAI article

When to use this form

Use this form at project kickoff to gather goals, content status, and access details from a new web client. It is ideal when you are moving from proposal to production, handing off from sales to delivery, or onboarding a client after a redesign approval. Agencies, freelancers, and in-house teams benefit by aligning scope, timeline, and decision makers before design begins. If you are still qualifying leads, start with the Prospective client form to screen fit. When you are ready to map pages and features, pair this with the Website planning form. For content, logins, and brand files, point clients to the Client documentation information request form. The result: fewer surprises, faster approvals, and a smoother build.

Must Ask Website Onboarding Questions

  1. What are your top 3 business goals for the new site?

    Clear goals shape scope, success metrics, and priority features. They also help you decide what to postpone so you ship on time.

  2. Who is the primary audience, and what single action should they take on key pages?

    This clarifies messaging and call-to-action hierarchy. It prevents cluttered layouts and boosts conversions.

  3. What content and assets are ready, and what needs to be created or migrated?

    Knowing content gaps avoids rework and timeline slips. If you need logins and files gathered, use the Client documentation information request form to streamline handoff.

  4. Which features and integrations are must-have at launch (e.g., forms, booking, chat, CRM, payments)?

    Defining must-haves keeps scope realistic and informs technical choices early. It also protects performance and budget by avoiding last-minute add-ons.

  5. What is your target launch date, budget range, and who approves milestones?

    These constraints guide scheduling and resource allocation. Clear decision makers prevent stalls during reviews.

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