Client onboarding form template

This form is a great opportunity to gather those vital details that are all-too-easy to forget about. Collect contact details, address information, as well as point of contact info. It might also be a good time to ask if they have any specific requirements—maybe they like receiving invoices on the 27th of each month, for example.

If you like, this onboarding form can also double up as a project brief. Just add a couple more question types to the template. You could add a long text question to gather a project overview, and a file upload question so they can attach a brief or any references.

This form is totally customizable, so you can chop, change and edit however you like. You can also pick different fonts and colors that blend with your own branding—this’ll give your new clients a great first impression.

Centralizing your data collection lets you get the boring stuff out the way, and kick-start projects faster. It also saves heaps of admin time spent sending—and digging through—emails. You just need to create one form, and send it to all your clients.

Typeform’s smart integrations help organize all your data, too. Plug your finished form into Google Sheets and gather all your client info there in one neat spreadsheet. You can also sync up with project management tools like Asana, monday.com and Trello, which can automatically create tasks and keep the team up-to-speed.