Client Onboarding Form
$12.99
Let’s talk about one of the least glamorous parts of running a business.
Client onboarding.
Nobody starts a business because they dream of sending follow-up emails asking for missing information.
Nobody wakes up excited to type:
“Just checking in…”
for the sixth time.
And yet…
Somehow every new client project turns into a scavenger hunt.
You need their business details.
Their goals, website, login information, brand assets.
Their preferences.
Their favorite color.
Their firstborn child.
(Okay, maybe not that last one.)
The point is:
The faster you collect the information you need, the faster you can get to the work that actually makes you money.
Which is exactly why I created this Client Onboarding Form Template Bundle.
Imagine Having Client Forms That…
✔ Gather the important information before the project starts
✔ Cut down on endless back-and-forth emails
✔ Make you look ridiculously organized
✔ Help clients know exactly what you need from them
✔ Save you hours of admin work every month
✔ Create a smooth, professional experience from day one
Because nothing kills project momentum faster than spending two weeks trying to collect information that should have been gathered in one form.
Frequently bought together
Description
What’s Included
✔ Client Intake Forms
✔ Client Questionnaires
✔ Discovery Forms
✔ Project Information Forms
✔ Business Information Collection Templates
✔ Fully Editable Canva Templates
✔ Instant Download
Fully Editable
Change the colors.
Update the fonts.
Add your logo.
Customize the questions.
Make them fit your business, your process, and your brand.
Perfect For
• Coaches
• Consultants
• Freelancers
• Virtual Assistants
• Social Media Managers
• Designers
• Service Providers
• Agency Owners
Basically…
Anyone who’s tired of playing detective every time a new client signs on.
Your clients feel taken care of.
You feel organized.
Projects start faster.
Communication gets easier.
And you spend a lot less time hunting down information that should have been handed over on day one.
Which means more time serving clients.
More time growing your business.
And significantly fewer “Just following up…” emails.
A win for everyone involved.
Instant Download
Fully Editable
Ready to Use
Because your onboarding process should make you look like the organized business owner you are…
Not someone digging through email threads like they’re searching for buried treasure.
By purchasing this template, you accept these terms and conditions
RETURN AND REFUND POLICY
Due to the digital nature of this product, We do not accept returns and refunds. This is a digital product no physical product will be shipped, and you’ll get access to your product instantly after your purchase. If you have any questions regarding how to download and use the product, don’t hesitate to send a message.
TERMS
Please note that you cannot resell this template as an editable canva template, but you can edit the template and sell the final pdf product as your own. You cannot share, redistribute, resell, transfer, reproduce, or give away the canva templates, free or paid, even if you have edited the templates. You can only sell end products in PDF, JPEGS, etc formats.
- You can brand it as your own
- You can add it to a product you already sell to increase the value
- You can use it as a content upgrade
- Use it for personal use
- Use it in giveaways, lead magnets or
- Sell it as a digital product ( this must be a finished PDF version)
The templates and designs are subject to © COPYRIGHT and are the intellectual property of “therisingentrepreneur.com”. By purchasing this template, you accept these terms and conditions
