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New Customer Onboarding Form

Onboard new customers smoothly — contacts, support level and preferred channels — so they start well and reach you the right way.

Description

A new customer onboarding form sets a new customer relationship up to run smoothly from the start. By capturing their contact preferences, the level of support they’ll need and how they like to communicate, it means every future interaction reaches them the right way — so they feel looked after from day one and your team serves them efficiently.

It captures the customer’s full name, best email and number, and where to send documents, along with how they heard about you. The level of support they’ll need, their preferred communication channels, and anything specific about their service needs, with consent, complete an onboarding record.

Customize the support levels and fields to match your service, restyle it in your brand colors, and embed it on your site so new customers onboard cleanly.

Form fields

Everything the New Customer Onboarding Form above collects — 10 fields, so you can see exactly what it captures before you make it your own.

Let’s Get You Set Up!

  • What’s your full name?

    Name Icon
    Name

  • What’s your best email address?

    Email Icon
    Email

  • Best number to reach you at?

    Telephone Icon
    Telephone

  • Where should we send any necessary documents or correspondence?

    Short Answer Icon
    Short Answer

  • How did you hear about us?

    Short Answer Icon
    Short Answer

  • Please tell us where exactly

    Short Answer Icon
    Short Answer

  • What level of support will you need?

    Single-Select Icon
    Single-Select

  • What communication channels do you prefer?

    Multi-Select Icon
    Multi-Select

  • Anything specific you’d like us to know about your service needs?

    Long Answer Icon
    Long Answer

  • Consent

    Multi-Select Icon
    Multi-Select
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Template FAQs

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

What is a new customer onboarding form?

It’s a form new customers complete to be set up for service. It captures their contact preferences, the support level they need and how they like to communicate, so your team can serve them the right way from day one rather than learning their preferences by trial and error.

What does the form capture?

The customer’s full name, best email and number, and where to send documents, along with how they heard about you. The support level they’ll need, their preferred communication channels, and anything specific about their needs, with consent, complete it.

When would it be used?

Right after someone becomes a customer, before regular service begins. Capturing their preferences and needs up front means the relationship starts on the right foot, with the team knowing how to reach and support them, rather than getting it wrong and having to adjust.

Who is this form for?

Service businesses, contact centers and support teams onboarding customers, and the customers being set up. It suits any organization that wants new customers to have a smooth start, with their preferences and support needs captured from the outset.

Why capture preferred communication channels?

Customers have strong preferences — some want email, others a call or a message. Reaching them the way they prefer from the start builds trust and satisfaction, while contacting them on a channel they dislike is a fast way to frustrate a brand-new customer.

Is this form free to use?

Yes, it’s free. Create a Fun Forms account, customize the support levels and fields to match your service, restyle it to your brand colors, and embed it on your website with no coding. New customers then onboard cleanly, ready to serve.

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