Client Onboarding Template
Onboard new agency clients with project details.
Form Fields
| Field | Type | Required |
|---|---|---|
| Company Name | Text | Required |
| Primary Contact | Text | Required |
| Email Address | 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 |
What’s Included with Agency
Everything in Business, plus:
Industry-Specific Templates
White-Label Branding
Priority Support
Unlimited Sites
Client Management Tools
Custom Integrations
1 Year Updates & Support
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