Client Onboarding Form

Set up a new consulting client after sign-off — contacts, comms preferences, services and start date — so delivery begins cleanly.

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Description

A client onboarding form takes a newly signed consulting client and sets the engagement up to run smoothly. Where intake explores the problem, onboarding captures the practical details — who to contact, how they like to communicate, the services confirmed and when to start — so delivery begins without a stumble.

It captures the company name and the contact’s name, email and best phone number, their preferred communication method and address, and a brief description of their business. The preferred start date, the services they’re taking and any additional notes complete a clean handoff into delivery.

Customize the services and fields to match your offering, restyle it in your brand colors, and embed it on your site so onboarding starts the moment a client signs.

Form fields

Everything the Client Onboarding Form above collects — 11 fields, so you can see exactly what it captures before you make it your own.

Let's Get Onboard!

Company Name
Short Answer
What’s your full name?
Name
Your Email Address
Email
Best Phone Number to Reach You
Telephone
Preferred Communication Method
Short Answer
Your Address
Short Answer
Brief Description of Your Business
Long Answer
Preferred Start Date
Date
Services Interested In
Multi-Select
Please specify additional services:
Short Answer
Additional Notes or Requirements
Long Answer

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Template FAQs

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

What is a client onboarding form?

It’s a form used to set up a new consulting client once they’ve signed. It captures contacts, communication preferences, the services confirmed and the start date, so delivery begins cleanly with everything the team needs, rather than a scramble to nail down the practicalities.

What does the form collect?

The company name and the contact’s name, email and best phone number, their preferred communication method and address, and a brief description of their business. The preferred start date, services taken and any additional notes complete it.

When would it be used?

Right after a client signs, at the handoff into delivery. Onboarding immediately captures the momentum of a fresh engagement, so the client isn’t left waiting and your team starts with contacts, preferences and scope confirmed rather than reconstructed.

Who is this form for?

Consulting firms and advisers, and the clients they’ve just signed. It suits any practice where a clean start matters, so new clients feel looked after from day one and the team has the practical details to begin delivering straight away.

Why capture communication preferences?

How a client likes to communicate — email, calls, a particular platform — sets the tone for the whole engagement. Capturing it up front means you reach them the way they prefer from the start, which builds trust and keeps the relationship running smoothly.

Is this form free to use?

Yes, it’s free. Create a Fun Forms account, customize the services and fields to match your offering, restyle it to your brand colors, and embed it on your website with no coding. New clients then onboard cleanly, ready for delivery.

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