Why use this template
This multi-step client onboarding template walks new clients through a complete kickoff questionnaire. Step one collects company details plus primary and backup contacts. Step two captures project scope, success criteria, timeline, budget, and past vendor context. Step three covers communication preferences, meeting cadence, stakeholders, and billing. Step four gathers asset uploads, access requests, legal acknowledgments, referral source, and optional creative direction. Customize every block in the builder, then publish to collect responses in your Formgrid dashboard.
- Four-page flow with Next / Back navigation like a mini Notion doc
- Page 1: company basics, primary contact, and backup contact
- Page 2: project need, goals, timeline, budget, and prior vendors
- Page 3: logistics, stakeholders, billing, and kickoff date
- Page 4: file uploads, access requests, legal checkboxes, and style notes
- Document mode with borderless layout and underlined inputs
- Pairs naturally with the Notion-style quote request and client intake templates
What this template collects
- Company name, website, and industry
- Primary and secondary contacts
- Project need, goals, timeline, and budget
- Communication and meeting preferences
- Billing contact and invoicing details
- File uploads for briefs and brand assets
- System access and tool integrations
- NDA and terms acknowledgments
- Style preferences and out-of-scope notes
Who this template is for
Agencies, freelancers, and consultants who want a polished post-sale onboarding flow that groups the kickoff questions into clear steps.