Use case

Client onboarding forms

A client onboarding form collects access details, goals, brand assets and preferences from a new client in one structured step.

What to ask

Primary contact and billing contact

Project goals

Existing assets and accounts

Deadlines

Decision makers

Split long onboarding into sections

Mark only truly required questions

Send it right after the agreement is signed

Gather essentials from a new client in one step.

Capture goals, audience and constraints.

Understand tone, audience and visual preferences.

Start from a template and publish in minutes.