# Client Onboarding Template > Client Onboarding template for WordPress with 12 fields. One-click install with FormForge Pro plugin. Onboard new agency clients with project details. - Canonical: - Last updated: 2026-03-15 - HTML version: --- Agency 12 fields Industry-Specific Onboard new agency clients with project details. ### Company Information Company Name \* Primary Contact \* Email Address \* Phone Number Website URL ### Project Details Services Needed \* Web Design Development SEO PPC / Paid Ads Social Media Branding / Logo Content Creation Brand Guidelines (if available) Click or drag to upload Logo Files Click or drag to upload Key Competitors Project Goals & Objectives \* Project Budget Select...Under $5,000$5,000 – $10,000$10,000 – $25,000$25,000 – $50,000Over $50,000 Desired Timeline Select...ASAP1 Month2-3 Months3-6 MonthsFlexible ## 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 | ## 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 ## Related Templates Company Name \* Contact Name \* Email Address \* Report Month \*Select...JanuaryFebruaryMarchAprilMayJuneJulyAugustSeptemberOctoberNovemberDecember Metrics to Include Website Traffic SEO Rankings Conversions / Leads Social Media Ad Performance Revenue / ROI Additional Data Requests Report Needed By Agency 7 fields ### Monthly Report Request Client requests for monthly progress/analytics reports. [View Template](https://royalplugins.com/formforge/templates/monthly-report-request/) Parent / Guardian Name \* Student Name \* Grade \*Select...KindergartenGrade 1-3Grade 4-6Grade 7-9Grade 10-12 Teacher Select...Teacher ATeacher BTeacher C Preferred Date \* Preferred Time Select...Morning (8am–11am)Afternoon (1pm–3pm)Evening (4pm–6pm) Topics to Discuss Academic Performance Behavior Social Skills Special Needs / IEP Other Agency 7 fields ### Parent-Teacher Conference Schedule parent-teacher meeting times. [View Template](https://royalplugins.com/formforge/templates/parent-teacher-conference/) ### Personal Information Full Name \* Date of Birth \* Gender Select...MaleFemaleOtherPrefer not to say Email Address \* Phone Number \* ### Insurance Information Insurance Provider Policy Number ### Medical History Known Allergies Current Medications Pre-existing Conditions Diabetes Hypertension Heart Disease Asthma None Agency 10 fields ### Patient Intake New patient registration and medical history. [View Template](https://royalplugins.com/formforge/templates/patient-intake/) ## Use This Template Get FormForge Agency and start building with the Client Onboarding template today. [Get FormForge Agency](https://my.royalplugins.com/checkout/?add-to-cart=248)