About this template
The Client Onboarding Google Form is designed for agencies, freelancers, and consultants who need to gather structured information from new clients quickly. Instead of juggling scattered emails or messy spreadsheets, this template provides a centralized hub to collect contact details, business objectives, and specific social media requirements. It is the perfect starting point for any professional service provider looking to create a seamless, professional first impression.
This form captures everything from website URLs and social handles to content preferences and inspiration accounts. By using this standardized intake process, you ensure that you have all the necessary assets and strategic direction before work begins. This reduces back-and-forth communication, helps you set clear project expectations, and allows you to hit the ground running with every new partnership.
Key features
- Capture essential business and contact information in one place.
- Identify specific social media platforms and content goals.
- Easily collect links to inspiration accounts and brand assets.
- Standardize your intake process to save time on every new client.
- Fully customizable to match your agency's branding and requirements.
Use cases
- Social media management agencies taking on new monthly clients.
- Freelance content creators gathering project scope and requirements.
- Marketing consultants conducting initial client discovery sessions.
- Digital agencies streamlining the new client setup process.
What this form collects
- Full Name (Short answer)Please provide the name of the primary contact person.
- Email Address (Short answer)The best email to reach you for project updates.
- Business Name (Short answer)The official name of your company or brand.
- Website URL (Short answer)Please provide your primary business website.
- Social Media Platforms (Checkboxes)Which platforms would you like us to manage?
- Social Media Handles (Paragraph)Please list the links to your current social media profiles.
- Selected Service Package (Multiple choice)Which package did you choose?
- Content Inspiration (Paragraph)List 2-3 accounts that represent the style or aesthetic you admire.
- Brand Assets (Paragraph)Please paste a link to your brand folder (Google Drive, Dropbox, etc.) containing your logos and style guide.
FAQ
Why is a standardized onboarding form important?
It prevents information gaps, ensures you have all necessary assets before starting, and establishes a professional tone for your working relationship.
Can I add my own questions to this template?
Yes, once you use Doc2Form to generate the Google Form, you can add, remove, or modify any fields directly within the Google Forms editor.
Is this form suitable for non-social media services?
Absolutely. While the template includes fields for social media, you can easily rename or swap them to fit web design, SEO, or general consulting services.
How do I share this with my clients?
You can send the direct link via email, embed it on your website, or include it in your welcome packet for new clients.
Get this form in your Google Drive
Save a copy to your Google Drive with one click (uses 1 credit). Or build from a PDF or description in the app.