Customer onboarding form template
Onboard and retain customers with a customer onboarding form
Business client intake form
Gather info from your new clients, and organize data automatically
Collect up to 3.5x more data with Typeform
Automate processes and save time
Using online forms is a fast-track way to gathering the info you need, and cutting down time spent on admin tasks. This business client intake form can be used in lots of ways, from capturing contact information to scoping their project vision.
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 300+ tools including Slack, Zapier, and HubSpot.
Business client intake form FAQs:
There are a few ways to collect customer information—and most of the old-school ones are pretty time-consuming. We think a simple online form is the fastest, most efficient way to get the job done. Here’s why:
- There’s no need for back-and-forth emails or lengthy phone calls—forms cover everything in one single step, without taking up your team’s time
- With a form, you can gather as much or as little info as you need, so there’ll be no gaps in your records
- Typeform organizes your data logically, so you can export tidy spreadsheets, or integrate with tools for seamless data transfer
Absolutely. All forms provide an embed code that you can add to the HTML of your website. They’re web-responsive, so they’ll fit in with your site’s existing coding and style. They’re mobile-optimized too, which means your clients can complete the form on any device—they don’t have to be sitting at a computer to have a seamless experience.
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