Client Onboarding Form Template

Welcome on board! We’re excited to start working with you.First of all, what’s your company name?And who’s going to be our main point of contact at {{field:07055b8c-bab2-4076-b50a-ca1b3dcbfaf8}}?Great. And what’s their email address?Any brand guidelines you'd like us to follow? Just drop them here:Now, let's get your accounts up and running. Who should we address our invoices to?If the account name is the same as the company name, leave this blankAnd what's the company address?When do you prefer to receive invoices?

Start of the month, End of the month, Anytime

Thanks! You're all set. We'll be in touch soon to kick off the project.

Collect up to 3.5x more data with Typeform

Onboard clients, without the back-and-forth

Collect everything you need from new clients in one simple onboarding form, from billing info to contact details. Plug your typeform into our smart integrations, and watch your responses organize automatically.

With Typeform, you can customize everything

Change text, colors, and even logos to match the look and feel of your brand. Then embed forms smoothly onto web and email.

Make forms feel effortless to fill out. Pace questions, call people by their name, and adapt the flow based on the data they share.

Stay efficient by connecting forms to your workflow. Typeform integrates with 120+ tools including Slack, Zapier, and HubSpot.

Client onboarding form FAQs:

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.