New client intake
A client onboarding form for business type, billing contact, preferred channel and access needs, sent right after signing.
Free to use. Start with your Google account and the form opens in the editor.
Who it is for
For service providers and agencies collecting everything needed from a new client in one go and tracking readiness in the inbox.
What you get
- 10 questions on 1 pages
- Inbox statuses: New, In progress, Ready, Active, Spam
- An email alert for every new response
- Everything stays editable: questions, options, logic and statuses
More Client onboarding templates
Template preview
New client intake
We are glad to be working with you. Please fill in the details below so we can get started smoothly. Do not enter tax or registration numbers here.
Business details
Business name
RequiredShort text
Business type
Required- Sole proprietor / individual
- Corporation
Billing
Billing contact name
RequiredShort text
Billing contact phone
+1 555 000 0000Phone
Invoice email
Requiredbilling@example.comEmail
Working together
Preferred communication channel
Required- Phone call
- Team chat
- Video call
Preferred service start date
Date
Which access will we need from you?
- Website admin access
- Domain / DNS access
- Analytics access
- Ad account access
- Social media account access
- Shared drive access
- None needed
We will request access through secure invitations. Please do not type login details into this form.
Anything else we should know? (optional)
Internal approval steps, holidays, special requirements…Long text
Acknowledgement
Required- I agree that these contact details are used for service delivery and billing, and I have read the terms of service (retained as required by law after the contract ends).
Ending page
Thank you! We will review your details and confirm the start of service.