Template
Client onboarding form template
Gather essentials from a new client in one step.
See the structure
A look at how these questions lay out in the builder, and how the same questions appear to the person answering.
Builder · client onboarding form
Section 1
- 1Primary contact Short text
- 2Billing contact Short text
Section 2
- 3Project goals Long text
- 4Existing accounts and assets Short text
Illustrative structure. The real builder lets you rename, reorder and retype every question.
Respondent preview
Client onboarding form
A one-question-at-a-time layout keeps this easy on a phone.
Primary contact
Your answer
Billing contact
Your answer
Project goals
Existing accounts and assets
Your answer
Scroll to preview all 4 questions. Questions are illustrative.
How to customize it
- Remove any question you will not act on.
- Reword questions in the language your audience uses.
- Tell people what happens after they submit.
- Test the form on your phone before sharing.
FAQ
What is a client onboarding form?
Gather essentials from a new client in one step.
Can I change the questions?
Yes. Treat the questions below as a starting point and edit them to fit your situation.
Should every question be required?
Only require what you truly need to reply. Optional questions tend to get more completed forms.