Client Onboarding Form Template

Client Onboarding Form Template (Google Forms)

Start every project with everything you need, and without the endless back-and-forth. 💛

This template gives you a ready-made set of questions to send to a client right after they say yes. It's made for creatives and freelancers of every kind: social media managers, designers, video editors, photographers, writers, virtual assistants and more. Whether you're just starting out or already have clients, it helps you look organised and professional from the first message.

What's inside:

• A short how-to guide for setting it up in Google Forms in about 10 minutes
• Questions covering client details, goals, brand info, deadlines, approvals, communication and payment
• Core questions marked with a ★, so you know what to keep and what's optional
• Question types labelled, so you know exactly what to choose in Google Forms
• A welcome message and confirmation message you can copy and use

How it works:

1. Download the PDF.
2. Copy the questions into your own Google Form.
3. Swap in your service and your details.
4. Send it to your next client.

Good to know:

• This is a PDF of questions to copy into Google Forms, not a ready-made form link.
• You don't need design skills or paid tools. Google Forms is free.
• Delete or change any question to fit your work.

New to onboarding forms? This is a gentle place to start. Already have one? Use this to polish it.

Want me to set it up for you instead? Check out my Done-for-You Form Setup. 🤍