Client onboarding
Client onboarding form: questions + free template
A client onboarding form gathers the information your team needs after a client agrees to proceed, so the project can start without repeated emails and missing files.
Quick answer
Ask for the primary contact, business details, project goals, audience, useful links or files, key deadlines and communication preferences. Only collect information your team will actually use.
What should the form include?
- Primary contact details
- Business or organisation name
- Website or existing materials
- Main goals and desired outcome
- Target audience or customer
- Key deadline or launch date
- Useful files or brand assets
- Anything the team should know before kickoff
When should you send it?
Send the onboarding form after the client has agreed to work with you and before the kickoff meeting. This keeps sales qualification separate from delivery onboarding.
Do not turn it into a ten-page brief
A long questionnaire can create friction before the project has even started. Collect the facts needed for kickoff first, then ask deeper strategic questions during the project when context is clearer.
Use the free Formni template
Open the ready-made template, change the questions and wording to match your workflow, then publish and share your own version.
Open client onboarding template