Collect brand assets, project briefs, logins, and signed agreements. Built for creative, marketing, and web agencies.
Each step is a screen your client sees. They complete the entire onboarding from one link — no account required.
Capture the client's goals, timeline, and project scope so your team can start without a kickoff meeting.
Get every design asset upfront — no more digging through email attachments two weeks into the project.
Securely collect credentials and access permissions for the platforms you'll manage.
Get contracts signed and the retainer paid before work begins — all in one step.
Add, remove, or reorder any step. Change field types, add conditional logic, upload your logo, and match your brand colors. This template is a starting point — make it yours.
Use This TemplateStart with this template and send your first onboarding link in under 10 minutes.
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