{
  "key": "onboarding",
  "slug": "client-onboarding-form-template",
  "name": "Client Onboarding Form",
  "category": "intake-onboarding",
  "summary": "Collect the contacts and working preferences needed after a client says yes.",
  "priority": "P1",
  "seo": {
    "title": "Client Onboarding Form Template",
    "description": "Collect the contacts and working preferences needed after a client says yes. Try the editable template and form preview.",
    "primaryKeyword": "client onboarding form template",
    "secondaryKeywords": [
      "client onboarding questionnaire template",
      "client onboarding form example"
    ],
    "intent": "Find and customize a ready-to-use form",
    "basis": "Editorial search intent informed by official template catalogs; search volume and difficulty not measured."
  },
  "content": {
    "introduction": "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.",
    "whenToUse": "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.",
    "customizationTip": "Replace the folder link with your approved workspace and explain which documents should be added before kickoff.",
    "beforePublishing": "Keep discovery separate from account access. Never request passwords through an intake form.",
    "steps": [
      "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."
    ],
    "faqs": [
      {
        "question": "What does this client onboarding form collect?",
        "answer": "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."
      },
      {
        "question": "What should I customize before sharing it?",
        "answer": "Replace the folder link with your approved workspace and explain which documents should be added before kickoff."
      },
      {
        "question": "What happens after someone submits it?",
        "answer": "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."
      }
    ]
  },
  "document": {
    "schemaVersion": 1,
    "title": "Let’s get to know your business.",
    "description": "A few details to help us make the most of our work together.",
    "category": "Client intake & onboarding",
    "theme": "cover",
    "accent": "forest",
    "submitLabel": "Send my response",
    "thankYouTitle": "Thank you. You’re all set.",
    "thankYouBody": "Your response has been received. We appreciate you taking the time.",
    "fields": [
      {
        "id": "name",
        "type": "text",
        "label": "Your name",
        "description": "",
        "placeholder": "",
        "required": true,
        "options": [],
        "condition": null
      },
      {
        "id": "email",
        "type": "email",
        "label": "Email address",
        "description": "",
        "placeholder": "",
        "required": true,
        "options": [],
        "condition": null
      },
      {
        "id": "business",
        "type": "text",
        "label": "Business name",
        "description": "",
        "placeholder": "",
        "required": true,
        "options": [],
        "condition": null
      },
      {
        "id": "website",
        "type": "url",
        "label": "Your website",
        "description": "",
        "placeholder": "",
        "required": false,
        "options": [],
        "condition": null
      },
      {
        "id": "goals",
        "type": "textarea",
        "label": "What would you like to achieve?",
        "description": "",
        "placeholder": "",
        "required": true,
        "options": [],
        "condition": null
      },
      {
        "id": "audience",
        "type": "textarea",
        "label": "Tell us about your customers",
        "description": "",
        "placeholder": "",
        "required": false,
        "options": [],
        "condition": null
      },
      {
        "id": "deadline",
        "type": "date",
        "label": "Do you have a target date?",
        "description": "",
        "placeholder": "",
        "required": false,
        "options": [],
        "condition": null
      }
    ],
    "layout": "classic",
    "firstStepTitle": "Your details",
    "workflow": {
      "notify": false,
      "recipient": "",
      "confirmation": false
    }
  },
  "reviewedAt": "2026-10-22",
  "related": [
    "client-intake-form-template",
    "web-design-client-intake-form-template",
    "graphic-design-client-intake-form-template"
  ]
}