Client Onboarding Information Template
Stop chasing new clients for assets, logins, and contact details — collect everything you need to start work in one shareable form.
A complete client onboarding information form covering company profile, primary contacts, project goals, brand assets, technical access, and signed agreement. Send the link the moment a deal closes, and your delivery team gets a full kickoff packet without 14 back-and-forth emails.
Why use a client onboarding information?
What's included in this template
16 fields — customize any field or add new ones with AI.
Need different fields?
Tell the AI what to change — "add a budget dropdown" or "remove phone number" — and it edits the form instantly. Every field type above can be added, removed, or relabeled through the chat interface.
Key features of this client onboarding information template
Everything you need to launch this form in minutes, share it with your team, and collect submissions reliably.
One link, full kickoff packet
Company info, contacts, goals, brand assets, and access credentials arrive together — no chasing files across three email threads.
File uploads for brand assets
Clients drop logos, style guides, and reference materials straight into the form. Your design team finds them in the submission, not in a forwarded Dropbox link.
Conditional sections
Show the technical-access questions only to clients who selected a build engagement. Skip the marketing-goals block for pure dev projects.
Sends straight to your CRM
Push each submission into HubSpot as a new deal record, or drop it into a Notion database your delivery team already lives in.
Signature + acknowledgement
A built-in signature field and confirmation checkbox give you a dated record that the client signed off on the onboarding details.
Mobile-friendly
Founders fill this in from their phone between meetings. The form works without an account, install, or PDF download.
Perfect for
How to use this template
Open the template
Click "Use this template free." Flexform loads the form instantly — no account needed to preview.
Customize with AI
Type what you want to change in the chat: fields to add or remove, rename labels, change field types, or rearrange pages.
Connect & publish
Link to HubSpot or Slack with one click, then embed on your site or share the link.
Ways to use this template
Agency kicking off a retainer
Send the form the same hour the MSA is signed. By the next morning, the account team has brand assets, contacts, goals, and analytics access — everything needed to run the first internal kickoff without waiting on the client.
Consultant scoping a new engagement
Use the form as a structured intake before the first paid call. You walk into the discovery meeting already knowing the company size, current tooling, and stated success metrics, which means the call goes deeper instead of covering background.
Dev shop collecting access credentials
A dedicated section for hosting logins, repo access, and staging URLs replaces the usual scattered Slack DMs. Engineers find everything they need on day one and the security trail lives in one submission.
Accountant taking on a new business client
Collect EIN, fiscal year, prior accountant contact, and bookkeeping software preferences in one go. The signed acknowledgement at the bottom covers your engagement-letter requirement for record-keeping.
Customer success onboarding an enterprise account
Push the submission into Notion as a new account page so the CSM, implementation engineer, and support lead all open the engagement looking at the same source of truth.
Workflow integrations
Connect this form to your existing tools with no middleware. Every submission triggers your workflow automatically.
Real-time sync
Data appears in your CRM or spreadsheet within 1–2 seconds of submission — no cron jobs, no delays.
Conditional routing
Route submissions to different Slack channels, HubSpot pipelines, or Airtable bases based on field values.
Two-way data flow
Pre-fill form fields with CRM data for returning visitors. Update existing records instead of creating duplicates.
Why choose Flexform?
Frequently asked questions
How long should a client onboarding form be?
Aim for 10–18 questions, grouped into 3 or 4 logical sections. Anything shorter leaves your team chasing details later, and anything longer pushes the abandonment rate up. This template lands at 16 fields, which most agencies and consultancies treat as the sweet spot.
Can I add my own questions specific to my industry?
Yes. Open the form in the FlexForm editor and either drag in new fields or describe the change in plain English — "add a section for compliance requirements" or "ask about their current CRM." The AI rewrites the form in a few seconds.
Where does the submission go after the client fills it in?
You get an email notification with the full response, and the data is stored in your FlexForm dashboard. You can also pipe each submission into HubSpot as a new deal, post a summary to Slack, or write the row to a Google Sheet using the built-in integrations.
Can clients upload files like logos and brand guides?
The brand-assets field accepts file uploads directly — PDFs, PNGs, SVGs, ZIPs, whatever the client has. Files appear in the submission alongside the rest of the response, so your designers do not have to dig through email.
Is the signature field legally valid?
The signature field captures a typed or drawn signature along with a timestamp and submission ID, which is generally accepted as a binding e-signature for routine business onboarding. For high-stakes legal contracts, pair it with a dedicated e-signature platform.
Can I embed the form inside a mobile app?
Yes. FlexForm ships a Kotlin Multiplatform SDK that renders the same form natively on Android and iOS. Enterprise clients can complete onboarding inside your own app instead of leaving for a browser tab.
Do clients need to create an account to fill out the form?
No. You share a link, they open it in any browser, and submit. No login, no install, no PDF download. The form works from desktop, tablet, or phone.
Is there a cost to use this template?
The template and the underlying form builder are free on the forever-free plan, which covers most small agencies and solo consultants from kickoff onward. Paid plans add higher submission limits, advanced integrations, and team seats.
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Use this client onboarding information template free
Open the template, customize with AI, connect your tools, and publish — in under 5 minutes.
No signup required · Free forever plan