New Customer Form
Onboard new customers with contact, billing and preference details in one clean record.
A ready-to-use lead generation & sales form for sales teams, agencies and independent consultants: 13 questions, 2 pages, 3 conditional rules.
- Questions
- 13
- Pages
- 2
- Layouts
- classic · card
- Conditional rules
- 3
Searches this template answers
- new customer form
- new customer form template
- customer registration form
- new client form
- customer information form
- customer intake form
Also filed under
Live preview and test console
This is the real form. Answer it to test the 2 conditional rules — nothing is sent or stored.
Page 1 of 2 — Contact
1 question is hidden by conditional logic right now — change an answer above to reveal it.
Compliance checklist
- Payment items priced — passingEvery payment question charges a real amount, so a submission always records a payment.
- Conditional logic resolves — passingEvery rule points at a question or page that exists in this template.
- Financial disclaimer present — passingThis form does not provide financial, tax or legal advice. Any figures shown are indicative only and are not an offer of credit or a guarantee of terms. Please seek advice from a regulated adviser before making a decision.
- Question labels unique — passingLogic and exports address questions by label, so duplicates are ambiguous.
What happens after submit: nothing is stored in this preview. On your own copy, every response triggers an instant email notification and lands in your response dashboard, ready to export or forward.
Happy with it? Take a copy into your workspace — every question, rule and setting comes with it.
Who this template is for
New Customer Form is built for sales teams, agencies and independent consultants who need to qualify inbound demand before anyone spends time on a call.
- Sales teams, agencies and independent consultants working in lead generation & sales.
- Teams who need to qualify inbound demand before anyone spends time on a call without writing code or paying for a custom build.
- Anyone replacing unqualified enquiries clogging the pipeline with one structured record per enquiry.
- Respondents are prospects arriving from ads, search and referrals — the form asks them 13 questions across 2 screens.
- Mobile-heavy audiences, thanks to the one-question-per-screen card layout.
Why this form is useful
It removes the cost of unqualified enquiries clogging the pipeline and turns each submission into a record your team can act on immediately.
- 6 questions are required, so submissions arrive complete instead of needing a follow-up email.
- It collects a verified email address so replies and confirmations land.
- It captures a phone number for urgent follow-up.
- It captures a full postal address.
- It allows multiple selections without free text.
- Conditional logic hides 3 questions until they are relevant — shorter forms convert better than long ones.
- Splitting the form across 2 pages keeps each screen short and shows respondents how much is left.
- Every response is stored, searchable and exportable, so nothing depends on one person's inbox.
How to use this template
From copy to live form is a few minutes of work, and every step is reversible.
- 1Press “Use this template” — a fresh copy of New Customer Form lands in your workspace, ready to edit.
- 2Rename or delete any question, and change what is required. Nothing here is fixed.
- 3Open Notifications and add the email addresses that should be alerted on each submission; add an auto-reply to the respondent if the form collects an email address.
- 4Publish it, then either share the link directly or paste the embed snippet into your site — the embedded form resizes to fit and loads no marketing or advertising trackers.
- 5Watch responses land in Submissions, where you can filter, label and export them to CSV or PDF.
Logic and conditions blueprint
Exactly how this form behaves as it is answered — 3 conditional rules ship with it.
- Features advanced show logic: if “Business or individual?” is Business, the form dynamically exposes “VAT or tax number”. Otherwise that question never appears.
- Features advanced show logic: if “Is billing the same as the address above?” is No, the form dynamically exposes “Billing address”. Otherwise that question never appears.
- Features conditional validation: if “Is billing the same as the address above?” is No, “Billing address” becomes mandatory before the form can be sent.
- All 3 rules are editable in the Logic tab, and the built-in checker warns about rules that contradict each other.
About this template
Every business keeps a version of this form, usually in three places at once: contact details in a mailbox, billing details in an accounts package and preferences in someone's memory. This template puts all three in one record. Page one settles whether the customer is a business or an individual, then takes name, company, email, phone and address. Page two handles account setup: how they found you, which products or services they are interested in, how they prefer to be contacted, whether billing matches the main address, and any notes. It is an onboarding record rather than a lead form — a lead form's job is to qualify a stranger, whereas this assumes the sale is agreed and captures what you need to invoice, deliver and stay in touch. Two rules keep it accurate for both audiences: selecting 'Business' reveals a VAT or tax number question that sole traders never see, and answering 'No' to billing-same-as-address reveals a required billing address rather than hoping someone remembers to mention it later.
What this form asks
Every question is editable — rename it, make it optional, or delete it entirely.
Page 1 — Contact
- Business or individual?required
- Full namerequired
- Company
- VAT or tax number
- Email addressrequired
- Phonerequired
- Address
Page 2 — Account setup
- How did you find us?required
- Services or products of interestrequired
- Preferred contact method
- Is billing the same as the address above?
- Billing address
- Notes
13 questions in total.
How the form changes as it's filled in
This template ships with 3 conditional rules, grouped into 3 behaviours driven by 2 questions. Everything below is already set up — edit or delete any rule once the template is in your workspace.
Driven by “Business or individual?”
- Reveals questions
If “Business or individual?” is Business, the form reveals “VAT or tax number”.
Driven by “Is billing the same as the address above?”
- Reveals questions
If “Is billing the same as the address above?” is No, the form reveals “Billing address”.
- Makes answers required
If “Is billing the same as the address above?” is No, “Billing address” becomes required before the form can be submitted.
Set it up step by step
- 1
Match the service list to your catalogue
Replace the placeholder interests with what you actually sell so the record routes itself to the right team.
- 2
Keep company optional
Individuals and sole traders make up most of the list for many businesses; a required company field blocks them.
- 3
Send it before the first invoice
Getting billing details in writing up front prevents the classic thirty-day delay caused by an invoice sent to the wrong address.
- 4
Sync to your accounts system
Export weekly or connect the form so customer records are created once, not typed twice.
Mistakes to avoid
- Using one address field for delivery and billing, then discovering at invoice time that they were never the same.
- Asking a sole trader for a company name and VAT number as required fields, which makes the form impossible to finish honestly.
- Collecting 'how did you find us' and never reading it, when it is the cheapest marketing data you will ever own.
What it pairs with
Most teams don't run this form on its own. These are the forms and systems it sits next to.
What to do with the responses
Create the account record from the submission, send a welcome email confirming the billing details captured, and route the interest checkboxes to whoever owns those services so the first conversation is relevant.
Works in both layouts
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These pages cover the same subject ground as the new customer form, matched on the words people actually search for.
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Frequently asked questions
Is this a lead form?
No. A lead form qualifies a prospect. This captures the details of a customer you have already won: billing, contact preferences and what they bought.
Do I need the VAT question?
Only if you sell to businesses. It appears solely for business customers, so individual customers never see it.
Can I use it for existing customers?
Yes — send it annually as a details-check form. Old billing addresses are one of the most common causes of late payment.
Where should the data go?
Into your CRM or accounts system. Export from the inbox or connect it directly so nobody retypes an email address.
Is the New Customer Form template free to use?
Yes. You can preview and test New Customer Form on this page without an account, and take a copy into your own HelloForms workspace on the free plan. There is nothing to install and no card required to publish it.
What does the New Customer Form template ask for?
It asks 13 questions across 2 pages, 6 of which are required. Every question is listed in full further down this page, and each one can be renamed, reordered, made optional or deleted after you copy the template.
Can I edit the New Customer Form form after copying it?
Yes — the copy is entirely yours. Change wording, add or remove questions, switch between the classic and card layouts, restyle it to match your brand, and set who gets notified on each submission.
How does the conditional logic in this lead generation & sales form work?
3 conditional rules ship with the template: Features advanced show logic: if “Business or individual?” is Business, the form dynamically exposes “VAT or tax number”. Otherwise that question never appears. Features advanced show logic: if “Is billing the same as the address above?” is No, the form dynamically exposes “Billing address”. Otherwise that question never appears. Features conditional validation: if “Is billing the same as the address above?” is No, “Billing address” becomes mandatory before the form can be sent. All rules are editable in the Logic tab.
Where do responses to the New Customer Form form go?
Submissions land in your workspace under Submissions, where you can search, filter, label and export them to CSV or PDF. You can also email a notification to your team on every submission and send the respondent an auto-reply.
Can I embed the New Customer Form form on my own website?
Yes. Publish the form and paste the embed snippet into any page or share the direct link. The embedded form resizes to fit its container and loads no advertising or marketing trackers inside the iframe.
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