Templates
Technology
Software & SaaS
Client Onboarding Form

Client Onboarding Form

Onboard SaaS or software clients — business, services, goals and budget — so projects start with a clear, shared scope.

Description

A client onboarding form gives a software or SaaS company the full picture of a new client before work begins. It captures who they are, what they need and what success looks like — the business, the services, the goals and the budget — so the project starts from a shared understanding instead of assumptions on both sides.

It collects the company and contact details, a description of the business, and the services they’re interested in, along with their project goals, estimated budget and desired start date. A question on whether they’ve worked with a tech vendor before, and how it went, flags exactly what to get right.

Customize the services and fields to match your offering, restyle it in your brand colors, and embed it on your site so new clients onboard cleanly.

Form fields

Everything the Client Onboarding Form above collects — 13 fields, so you can see exactly what it captures before you make it your own.

New Client Onboarding

Company Name
Short Answer
Primary Contact Name
Name
Contact Email
Email
Contact Phone
Telephone
Company Address
Short Answer
Brief Description of Your Business
Long Answer
Type of Services Interested In
Short Answer
Please specify other services:
Short Answer
Project Goals and Objectives
Long Answer
Estimated Budget (USD)
Short Answer
Desired Project Start Date
Date
Have you worked with a tech vendor before?
Yes/No
Please describe your experience:
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 software and SaaS companies use to set up a new client. It captures the business, the services wanted, the project goals and the budget, so work starts from a clear, shared scope rather than assumptions that surface as problems later.

What does the form collect?

The company and contact details, a description of the business, and the services they’re interested in, plus project goals, estimated budget and desired start date. A question on past tech vendors and how it went completes the picture.

When should a client complete it?

At the start of the engagement, before the project kicks off. Capturing the goals, scope and budget up front means the first working session is about planning delivery, not discovering what the client actually expected, so the project starts aligned.

Who is this form for?

Software houses, SaaS companies and tech agencies onboarding clients, and the clients themselves. It suits any tech business that wants projects to start from a complete brief — goals, budget, scope — so delivery and expectations are aligned from day one.

Why ask about past tech vendors?

How a client’s previous vendor engagements went reveals what they value and what’s burned them before. Knowing it helps you set the right expectations, avoid the same pitfalls, and reassure a client who’s been let down that this time will be different.

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 with a clear, shared scope.

Make a free Fun Form

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Unlimited forms
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