Client onboarding form

Use this form as the first step in your client onboarding to set up clear communication and expectations.
Client Onboarding Form Template

This form asks for this information:

  • Best contact info
  • Preferred communication
  • Goals and expectations
  • Context and history
  • Working style and preferences
  • Other team member contact
  • Confidentiality
  • Personal development plan
  • Long term vision

This form uses these blocks:

  • Multiple choice
  • Text area
  • Text input

Page  break This form could be embedded into your agreement. Read more or watch more about agreements at their respective links.