New Client Onboarding Form

A new client onboarding template — set a won client up with their contacts, billing, approvals, account access and brand assets in one place.

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Description

Winning a client is the start, not the finish — a shaky onboarding undermines a good first impression. This new client onboarding form gathers everything you need to set a won client up properly, so work can start without delays.

It captures the company and trading name, a summary of the business and goals, the main contact, billing contact, and who approves creative. It also asks which accounts they’ll grant you access to, whether brand guidelines exist to share, the company address and an agreement.

Use it as soon as a client signs, to collect contacts, access and approvals in one go. A smooth onboarding sets the tone for the whole relationship. Customize the fields, add your branding, and embed it on your site or share a link in minutes.

Form fields

Everything the New Client Onboarding Form above collects — 14 fields across 2 pages, so you can see exactly what it captures before you make it your own.

Welcome to the Agency

Company name
Short Answer
Trading name (if different)
Short Answer
Tell us about your business and goals for working with us
Long Answer
Main contact
Name
Their role
Short Answer
Email address
Email
Contact number
Telephone
Billing contact (name & email)
Short Answer
Who approves creative / sign-off?
Short Answer

Access & Assets

Which accounts will you grant us access to?
Multi-Select
Do you have brand guidelines to share?
Yes/No
Upload brand assets / guidelines (optional)
Upload
Company address
Address
Agreement
Consent

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Template FAQs

Common questions about the New Client Onboarding Form — what it captures, when to use it, and how to make it your own.

What is a client onboarding form?

A client onboarding form gathers everything an agency needs to start work with a new client — contacts, billing, approvals, account access and brand assets. It turns the handover from won deal to live account into a smooth, complete process rather than a scramble.

What should a client onboarding form include?

This form captures the company and trading name, a summary of the business and goals, the main and billing contacts, who approves creative, which accounts they’ll grant access to, whether brand guidelines exist, the company address and an agreement.

When should you onboard a new client?

As soon as they sign, before work begins. Collecting contacts, access and approvals up front means the team can start straight away, rather than losing the first week of a new relationship chasing logins and working out who signs things off.

Who completes a new client onboarding form?

The client’s main contact, often with input from their finance and brand teams for billing details and guidelines. The form captures who approves creative and who handles billing, so the agency knows who to go to for each kind of decision.

Why capture who approves creative during onboarding?

Because unclear sign-off is where projects stall. Establishing who approves creative at the outset means work goes to the right person for approval from day one, rather than bouncing around until someone works out who actually has the authority.

Is this client onboarding template free to use?

Yes, completely free. Add or remove fields, adjust the approvals and access to fit your process, and restyle it to your brand, then embed it on your site or share a link — no coding needed. A free Fun Forms account lets you collect onboarding details.

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