Client onboarding
The questions and checklist for a clear kickoff.
FREE TEMPLATES
Client forms.
Better answers, first time.
Intake, onboarding and feedback forms plus questionnaires for branding, marketing, interiors, photography, tax and legal intake. Free to download.
Client intake form
Who they are, what they need and who decides.
Website questionnaire
Goals, content, brand, features and access for a web project.
Client satisfaction survey
Ratings, recommendation and open feedback.
Client feedback form
What went well, what to improve, next steps.
Project intake form
Request, goal, deadline and budget.
Client information sheet
Contacts, billing and preferences.
Branding questionnaire
Values, personality and visual direction.
Tax client intake form
Income, deductions and documents.
Interior design questionnaire
Rooms, style, budget and timeline.
Legal client intake form
Parties, matter summary and key dates.
Photography questionnaire
Usage, shot list, style and schedule.
Marketing client questionnaire
Goals, customers, channels and access.
Forms across the client relationship
| Stage | Form |
|---|---|
| Before signing | Client intake form |
| After signing | Client information sheet and onboarding questionnaire |
| New requests | Project intake form |
| During the work | Client satisfaction survey |
| At the end | Client feedback form |
Never ask clients for passwords in a form; ask them to invite you to their tools instead.
How long should a client form be?
Short enough to finish in under ten minutes. Move detailed questions to a later stage.
Can I use these in my form tool?
Yes. Copy the questions into any form builder, or send them as a document.
How should clients send sensitive documents?
Through a secure upload, not email attachments.
MORE TEMPLATES
Other template categories
Proposals
Win the work with a clear approach, scope and price.
Contracts & agreements
Agree terms, ownership, payment and confidentiality in writing.
Scope of work
Define deliverables, exclusions, timelines and acceptance.
Quotes & estimates
Price defined work quickly so clients can say yes.
Invoices
Bill clearly, get paid on time and chase politely.
Timesheets
Record billable hours by client, project and task.
Briefs
Capture goals, audience and constraints before work starts.
Client communication
Kickoffs, status reports and follow-ups that keep work moving.
THE CLIENT EXPERIENCE, IN ORDER
Good habits. A shared home.
Bring the work you share with clients into one place.