Client onboarding form template
A client onboarding form that asks one question at a time. Goals, audience, brand and deadlines, collected in a few minutes instead of a ten-page brief.
9 questions · about 1 minute to fill in · free
↵ to send
Try it — this is exactly what your respondents will see.
What's in this template
Every question below is already written. Keep the ones that work, rewrite the rest, and delete anything you don't need.
- 01
First, who are we working with?
Short textRequired
- 02
And what's the company or project called?
Short textRequired
- 03
What does success look like when this is done?
Long textRequired
- 04
Who is this for? Describe the person you most want to reach.
Long textRequired
- 05
Is there something existing we should look at? Site, deck, old brand guide, anything.
LinkOptional
- 06
Any date this needs to be live by?
DateOptional
- 07
What range are we working in? Helps us scope honestly.
Pick oneOptional
Under $5k$5k–15k$15k–50k$50k+Still working it out - 08
Who gives the final yes on this? Good to know early.
Short textOptional
- 09
Best email for project updates?
EmailRequired
Make it yours in about a minute
No account, no card. You'll have a live link before you've decided what to call it.
Use this template