What questions are included?
These are the questions in this editable template. Questions with conditional logic appear only when their conditions are met. Remove fields you do not need before publishing.
- Your nameRequired
- EmailRequired
- Business or organisationRequired
- WebsiteOptional
- What are your main goals?Required
- Target deadlineOptional
- Upload any useful filesOptional
Who this template is best for
- Agencies
- Consultants
- Freelancers
- Professional services
Common questions
What should a client onboarding form include?
Ask for contact details, company information, objectives, project requirements, deadlines, links and any files your team genuinely needs before starting.
When should I send a client onboarding form?
Usually after the client has agreed to proceed and before the first project or kickoff meeting.
Can I use this as a new client questionnaire?
Yes. You can add, remove or reorder questions to fit your onboarding process.
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