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Marketing
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Sales Client Onboarding Form

Sales Client Onboarding Form

Onboard a new client after the sale — contact, company, services and goals — so delivery starts smoothly and on time.

Description

A sales client onboarding form bridges the gap between closing a deal and delivering on it. Once a client signs, it gathers everything your delivery team needs to get started — the right contacts, the services agreed and the goals they’re chasing — so the handoff from sales is clean and the client feels momentum from day one.

It captures the client contact and company details, their address and preferred contact method, and their preferred start date. The services required, any specific goals they want to achieve, and a client authorization set delivery up with a clear scope and the client’s sign-off to begin.

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 deal closes.

Form fields

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

Welcome Aboard!

Client Contact Name
Name
Client Email
Email
Phone Number
Telephone
Company Name
Short Answer
Company Address
Short Answer
Preferred Contact Method
Short Answer
Preferred Start Date
Date
Services Required
Multi-Select
Any specific goals you want to achieve?
Long Answer
Client Authorization
Short Answer

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Template FAQs

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

What is a sales client onboarding form?

It’s a form used to set up a new client after the sale closes. It captures their contacts, company details, the services agreed and their goals, so your delivery team can start cleanly with everything they need, and the client feels progress straight away.

What does the form collect?

The client contact and company details, address and preferred contact method, and preferred start date. The services required, any specific goals, and a client authorization complete a handoff that sets delivery up with a clear scope and the go-ahead to begin.

When would it be used?

Right after a deal is signed, at the handoff from sales to delivery. Onboarding immediately captures the momentum of a fresh win, so the client isn’t left waiting and your team starts with the scope, contacts and goals confirmed rather than reconstructed.

Who is this form for?

Sales and delivery teams at agencies and B2B companies, and the clients being onboarded. It suits any business where a clean handoff from closing to delivery matters, so new clients get a professional start rather than a stumble between teams.

Why capture the client’s goals at onboarding?

The goals a client signed up for should drive everything you deliver. Capturing them at onboarding — in the client’s own words — gives your team a north star and a yardstick, so the work stays aligned to what the client actually bought and success is measured against it.

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, and embed it on your website with no coding. New clients then onboard cleanly, ready for delivery.

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Unlimited forms
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