Client Onboarding
Gather everything you need from a new client in one form.
Overview
A messy kick-off costs days. This client onboarding form gathers everything you need to start a project in one place: the client's goals, key contacts, brand assets, deadlines and access details. Instead of trading a dozen emails, you send one link and receive a complete, structured brief. It sets expectations early, gives your team a single source of truth and lets real work begin sooner.
Collect the essentials for a smooth start: primary contact, company background, project objectives, target audience, deadlines, budget range and any existing brand guidelines. A file upload field lets clients attach logos, style guides or reference material directly, while long-text fields capture the detail behind their goals. Every onboarding response lands in your dashboard, where the Individual view gives each project manager a clean brief to work from and per-question summaries reveal patterns across clients. Export to CSV to populate your project management tool or to archive a record of what was agreed at kick-off.
Make the form feel like part of your studio with custom colours, a logo, a cover image and a saved, shareable style your whole team can reuse. Share the link in your welcome email or embed it on a client portal. Real-time collaboration means account managers and delivery leads can build the form together, lock fields they do not want changed and share the incoming briefs, so onboarding is a team effort. With TLS encryption, hashed IP addresses and no training on your data, clients can share sensitive details and access information with confidence.
Perfect for
Ideal for agencies and consultants
Marketing agencies, design studios and independent consultants use this form to kick off new engagements. After a contract is signed, the account manager sends the onboarding link; the client uploads their logo, sets out objectives and names key stakeholders. The brief appears in the dashboard, the team reviews it together, and the project begins without the usual week of clarifying emails.
Why this template works
- One source of truth: gather goals, contacts and assets in a single structured brief.
- Faster kick-offs: replace scattered email threads with one link clients complete in minutes.
- Assets in hand: file upload lets clients attach logos and brand guidelines up front.
- Team-ready: collaborators build the form and review every brief together in real time.
How to use
- Load the Client Onboarding template with its kick-off questions ready to go.
- Tailor the questions, add a file upload for assets and apply your studio branding.
- Send the link in your welcome email or embed it on a client portal.
- Review each brief in the dashboard and export responses to CSV for your project tools.
What this template includes
- Company name
- Primary contact and role
- Project goals and objectives
- Target audience
- Key deadlines
- Brand assets (file upload)
- Budget range
FAQ
- Can clients upload their logo and brand files?
- Yes. Add a file upload field and clients can attach logos, style guides and reference documents directly with their answers, so your team has the assets it needs from day one.
- Can my whole team work on the same onboarding form?
- Yes. Real-time collaboration lets multiple editors build the form together, lock fields to prevent accidental edits and share the responses, so account and delivery teams stay aligned.
- How do I get the brief into our project tools?
- Read each submission in the Individual view of the dashboard or export every onboarding response to CSV to import into your project management or knowledge tool.