Client Onboarding Template

Streamline your new client onboarding process with the Client Onboarding Checklist Form Template from Formsite. Make a great first impression with new clients and ensure success by defining workflow expectations, deadlines, and more with this client onboarding checklist template. Regardless of whether you work for a marketing agency, a SaaS company, or a law firm, starting out on the right foot by gathering all necessary information during the customer onboarding process will improve customer success rates and retention. Formsite’s sample form template includes questions and fields beneficial to most businesses beginning a new client relationship including the date for the first kickoff call or kickoff meeting, phone numbers and emails for team members on both sides of the working relationship, definitions and timelines for initial deliverables, and more.

Because all Formsite forms can be easily tailored to fit your organization and project management style, if this Client Onboarding Checklist Form Template isn’t exactly right for the onboarding experience you envision you can edit it with our intuitive drag and drop editor. Once completed, easily embed the form template right into your website or send it out to new customers via email or even social media. All the form data you gather can be exported for use in a wide variety of apps including Microsoft Word, Microsoft Excel, Google Suite, PDF, and your CRM, so staying organized is a breeze.