Drop a screenshot at /public/templates/client-onboarding.png
About
Replace the back-and-forth email thread with a single onboarding form. Collect company background, goals, brand assets, and key contacts so your team can hit the ground running on day one.
How to use
- Click Use template to add the form to your workspace.
- Send the form link as part of your welcome email.
- Review submissions and route them to the right project lead.
- Use CSV export to seed the project in your PM tool.
What this template includes
- Company
- Primary contact
- Project goals
- Timeline
- Brand assets
Details
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