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Client onboarding form template

Everything you need from a new client before the work starts, in one form they can finish over a coffee.

Use this templateFree · no credit card
  • 11 questions
  • 4 pages
  • 4 min to fill in
  • Agency
formkit.app/you/client-onboarding
Client onboarding

Let's start your project

Eleven questions, four short pages. It takes about four minutes.

11 questions · 4 pages
Try a theme

This is the real template. Fill it in, then make it yours.

Eleven questions, split across four pages so nobody faces a wall of inputs. A conditional rule sends returning clients straight to scope, which drops their form to eight questions.

Who it’s for

Studios, freelancers and consultants who currently gather this over email and end up chasing three of the answers a week later. The form replaces the back-and-forth with one link you send when a project is agreed.

It also doubles as a record. Six months in, when somebody asks what was agreed about sign-off, the answer is in the response rather than in a thread.

Page by page

Every question in this template

The pages as a respondent meets them. Pick any question to open it in the live preview above.

  1. Page 1Questions3 questions
  2. Page 2The project3 questions
  3. Page 3Practicalities3 questions
  4. Page 4Sign-off2 questions
  5. ThenThank you, we have everything

    We will come back to you with a proposal within two working days.

    Conditional logic is already set up
What comes back

Every answer, in one place

Each response lands in your inbox as a card like this one, with an email to you if you want it. People who stop part-way are kept too, with the answers they gave.

  • Partial answers and drop-off by question, on every plan
  • CSV, JSON and PDF on every plan, Excel on Pro
  • Sheets, Slack, Notion, Airtable, HubSpot and webhooks on Pro
MOMaya OkaforClient onboarding · just nowNew
Who is the main contact for this project?
Maya Okafor
Where should we send the proposal?
maya@northstar.co
Have we worked together before?
Yes
What are we building, in one line?
Their answer, in their own words
Which brand is this brief for?
A new brand
Which parts of the brand are already fixed?
NameLogo

and 5 more answers

From template to live form

Three steps, a couple of minutes

  1. Use this template1Make it your own copyIt becomes a draft in your account. Nothing you change touches the original.
  2. Reword, reorder, re-theme2Change anythingQuestions, pages, logic, theme and logo. It is an ordinary form from here on.
  3. formkit.app/you/client-onboarding3Publish and shareYour own link, a QR code or an embed. Every answer lands in one inbox.
Make more of it

What this form can also do

Conditional and AI logicLogic that reads like a sentence, and AI that reads the answer.Every plan · AI logic on ProExplore Branding and custom domainsForms that look like you, on your own domain.Every plan · domain on ProExplore AI repliesA personal reply to every response.ProExplore

Questions about this template

Can I use this for retainer clients too?

Yes. The "have we worked together before" rule exists for exactly that. Returning clients skip the three brand questions and answer eight instead of eleven.

What file types can clients upload?

Anything you allow. The question can list accepted extensions, and each file can be up to 20 MB (150 MB on Pro).

Can the response go to a specific person?

Yes. A routing rule can send the email to a different address depending on how a question was answered, by project type for instance.

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