Agency 12 fields Industry-Specific

Client Onboarding Template

Onboard new agency clients with project details.

Brand Guidelines (if available)

Click or drag to upload

Logo Files

Click or drag to upload

Key Competitors

Project Goals & Objectives *

Project Budget

Desired Timeline

Form Fields

Field	Type	Required
Company Name	Text	Required
Primary Contact	Text	Required
Email Address	Email	Required
Phone Number	Tel	Optional
Website URL	Url	Optional
Services Needed	Checkbox	Required
Brand Guidelines (if available)	File	Optional
Logo Files	File	Optional
Key Competitors	Textarea	Optional
Project Goals & Objectives	Textarea	Required
Project Budget	Select	Optional
Desired Timeline	Select	Optional

Everything in Business, plus:

Industry-Specific Templates

White-Label Branding

Priority Support

Unlimited Sites

Client Management Tools

Custom Integrations

1 Year Updates & Support

Get FormForge Agency and start building with the Client Onboarding template today.