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Client onboarding form templates
44 free client onboarding form templates you can preview without an account. They span Finance, Insurance & Tax, Marketing & Agency, Lead Generation & Sales use cases and average around 17 questions each, so most teams find one that only needs light editing. Open any template to see every question it asks, the conditional logic it ships with, and the layouts it supports — then publish it on your own link, embed it on your site, or share it by QR code. Submissions land in your HelloForms inbox with email notifications, exports and analytics from the first response.
44 templates for “client onboarding form”
Vendor Onboarding Form
Onboard a new supplier with business details, banking information, tax documents and preferred order and invoicing terms.💰 Finance, Insurance & Tax14 questionsShort form — 14 questions across 3 pages.View template
Client Onboarding Questionnaire
Agency intake layout for project context and secure credential collection.🩺 Healthcare, Legal & Specialized20 questionsShort form — 20 questions across 4 pages.View template
New Client Onboarding Card
Guided identity and account setup card that replaces a dense KYC-style intake sheet.🃏 Card Forms9 questionsShort form — 9 questions on a single page.View template
Personal Training Intake & PAR-Q Form
PAR-Q screening plus goals and lifestyle: compliant onboarding before the first session.🧘 Fitness, Wellness & Coaching19 questionsShort form — 19 questions across 3 pages.View template
New Client Intake Form
Goals, budget, decision-makers and success metrics before kickoff.🚀 Lead Generation & Sales17 questionsShort form — 17 questions across 3 pages.View template
Payment Plan Request Form
Let a struggling client propose instalments instead of going silent.💰 Finance, Insurance & Tax10 questionsShort form — 10 questions across 2 pages.View template
Employee Timesheet Form
Collect weekly hours by day, with breaks, overtime, job codes and a supervisor approval step.🧑💼 Human Resources27 questionsMedium length — 27 questions across 4 pages.View template
Bookkeeping Client Intake
Onboard a bookkeeping client: entity and trading details, software and bank feeds, transaction volume, sales tax position, payroll and services wanted.💰 Finance, Insurance & Tax35 questionsMedium length — 35 questions across 3 pages.View template
Business Formation Intake Form
Capture structure, owners and revenue before recommending an entity.💰 Finance, Insurance & Tax11 questionsShort form — 11 questions across 2 pages.View template
Claim Notification Form
First notice of loss — report the incident fast, with the details an insurer needs to open a file.💰 Finance, Insurance & Tax14 questionsShort form — 14 questions across 2 pages.View template
Co-Marketing Proposal Form
Pitch a joint campaign with clear audience fit, shared goals, partner contributions, and launch timing so your team can assess the opportunity quickly.📣 Marketing & Agency14 questionsShort form — 14 questions across 3 pages.View template
Credit Card Authorization Form
Get written permission to charge a card, with the billing details, amount and cardholder signature captured once.💰 Finance, Insurance & Tax20 questionsShort form — 20 questions across 3 pages.View template
EIN Application Details Form
Collect every fact the IRS SS-4 asks for before you file.💰 Finance, Insurance & Tax13 questionsShort form — 13 questions across 2 pages.View template
Insurance Quote Request Form
Multi-line quote intake for auto, home and life cover with routing to the right question set.💰 Finance, Insurance & Tax19 questionsShort form — 19 questions across 3 pages.View template
Invoice Request Form
Take invoice details and payment terms in one structured request.💰 Finance, Insurance & Tax14 questionsShort form — 14 questions across 2 pages.View template
Marketing Request Form
Let any team submit a marketing request with the deadline, assets already on hand, priority level and budget approval status marketing needs to plan work.📣 Marketing & Agency15 questionsShort form — 15 questions on a single page.View template
Mileage Log Form
Log business trips with start and end odometer readings, purpose and route to calculate reimbursable mileage.💰 Finance, Insurance & Tax11 questionsShort form — 11 questions on a single page.View template
New Customer Form
Onboard new customers with contact, billing and preference details in one clean record.🚀 Lead Generation & Sales13 questionsShort form — 13 questions across 2 pages.View template
Press Release Approval Form
Route each press release through a clear review, capture edits and quote permissions, and record approval against the exact draft before publication.📣 Marketing & Agency15 questionsShort form — 15 questions across 3 pages.View template
Purchase Approval Form
The approver's half of procurement: verify, set limits, approve or bounce with reasons.💰 Finance, Insurance & Tax10 questionsShort form — 10 questions on a single page.View template
Sales Invoice Form
Issue a sales invoice with line items, tax, due date and payment method for a completed order or service.💰 Finance, Insurance & Tax13 questionsShort form — 13 questions across 3 pages.View template
SEO Audit Intake Form
Get the site history, search goals, access status, and technical constraints you need to scope an SEO audit before requesting data or starting a crawl.📣 Marketing & Agency13 questionsShort form — 13 questions across 3 pages.View template
W-9 Collection Form
Gather contractor taxpayer details and a signature before you pay.💰 Finance, Insurance & Tax12 questionsShort form — 12 questions across 2 pages.View template
Tax Return Client Intake
Annual accountant intake collecting income sources, expenses and supporting documents.💰 Finance, Insurance & Tax14 questionsShort form — 14 questions across 2 pages.View template
Showing 24 of 44 templates
All 44 client onboarding form templates
- Vendor Onboarding Form
- Client Onboarding Questionnaire
- New Client Onboarding Card
- Personal Training Intake & PAR-Q Form
- New Client Intake Form
- Payment Plan Request Form
- Employee Timesheet Form
- Bookkeeping Client Intake
- Business Formation Intake Form
- Claim Notification Form
- Co-Marketing Proposal Form
- Credit Card Authorization Form
- EIN Application Details Form
- Insurance Quote Request Form
- Invoice Request Form
- Marketing Request Form
- Mileage Log Form
- New Customer Form
- Press Release Approval Form
- Purchase Approval Form
- Sales Invoice Form
- SEO Audit Intake Form
- W-9 Collection Form
- Tax Return Client Intake
- Ad Creative Request
- Affiliate Payout Details
- Social Content Request
- Website Redesign Brief
- Case Study Consent
- Deposit & Payment Terms Agreement
- Marketing Campaign Brief
- Petty Cash Request
- PR Pitch Submission
- Affiliate Application
- Brand Discovery
- Email Campaign QA Checklist
- Financial Goals Discovery Card
- Influencer Brief
- Insurance Claim Submission
- Invoice Payment Card
- Marketing Budget Request
- Media Buying Brief
- Mortgage Pre-Qualification
- Quick Finance Callback Request
Frequently asked questions
- Are these client onboarding form templates free?
- Yes. Every client onboarding form template on this page is free to preview and free to use on the Starter plan, including your own public form link and email notifications on each submission.
- Which client onboarding form template should I start with?
- Vendor Onboarding Form is the closest match for this search — it has 14 ready-made questions. If it asks for more than you need, delete any question in the builder; nothing is locked.
- Can I change the questions on a client onboarding form template?
- Every question is editable. Rename labels, mark fields required or optional, add conditional logic so follow-up questions only appear when they are relevant, and restyle the form to match your brand.
- How do I collect responses?
- Publish the form and share its link, embed it in a page, or print its QR code. Responses appear in your inbox in real time and can be exported to CSV or PDF at any time.
Related templates
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Insurance Claim Submission
Structured first-notice-of-loss claim with incident detail, evidence upload and declaration.💰 Finance, Insurance & Tax16 questionsShort form — 16 questions across 2 pages.View template
Petty Cash Request
One screen to draw petty cash: the amount, the purpose, the cost code, advance or reimbursement, the receipts attached, and who approves the payment.💰 Finance, Insurance & Tax14 questionsShort form — 14 questions on a single page.View template
Affiliate Payout Details
Collect an affiliate's payout method, tax details and account information so commission payments go out correctly.💰 Finance, Insurance & Tax11 questionsShort form — 11 questions across 2 pages.View template
Quick Finance Callback Request
Short, compliant callback request for lending, insurance or advice.💰 Finance, Insurance & Tax5 questionsQuick to fill — 5 questions on a single page.View template
Deposit & Payment Terms Agreement
Agree the deposit, milestone splits and final payment up front.💰 Finance, Insurance & Tax14 questionsShort form — 14 questions across 2 pages.View template
Financial Goals Discovery Card
Warm advisor discovery flow: goals, horizon and risk appetite, one question per screen.💰 Finance, Insurance & Tax7 questionsQuick to fill — 7 questions on a single page.View template