When to use this template
Collect the contacts and working preferences needed after a client says yes. This template gives the respondent a focused set of questions and gives your team a consistent starting point for review.
Prepare a useful first conversation and hand off the right context to the delivery team. Use this version when you need to collect the contacts and working preferences needed after a client says yes.
Questions included
- Your nameShort answer · Required
- Email addressEmail · Required
- Business nameShort answer · Required
- Your websiteWebsite · Optional
- What would you like to achieve?Long answer · Required
- Tell us about your customersLong answer · Optional
- Do you have a target date?Date · Optional
Make it your own
- Replace the introduction with your own context for client onboarding.
- Replace the folder link with your approved workspace and explain which documents should be added before kickoff.
- Check required questions, remove information you do not need, then test the form on a phone.
- Publish a copy and share its link or embed it on your page.
Before you publish
Keep discovery separate from account access. Never request passwords through an intake form.
Common questions
What does this client onboarding form collect?
It includes business name, your website, what would you like to achieve, tell us about your customers. Every question can be edited before you publish.
What should I customize before sharing it?
Replace the folder link with your approved workspace and explain which documents should be added before kickoff.
What happens after someone submits it?
Keep discovery separate from account access. Never request passwords through an intake form. Published copies store responses in the form inbox. Optional owner email notifications require a connected email service.