Client Onboarding Form Template

Start by signing up for Dock for free. Once you’re in, choose the client onboarding form template to create a new workspace. You can customize the form fields and layout, then save it as your own template. From there, use that saved template to spin up a new onboarding workspace for each client.

Yes. Dock is free to try for up to 50 workspaces. Every paid Dock plan includes unlimited template creation and workspace usage.

Yes. You can make a copy of this template and change anything—form fields, layout, instructions, branding. You can also make tweaks to fit the needs of each individual client.

Definitely. Each time you use the template, you’ll create a new, personalized workspace. You can tailor the onboarding form and add client-specific info, resources, and documents.

Yes. You can choose to keep a template private or share it across your team. Dock lets you manage template visibility and ownership, so you can control who edits or uses each template.

A client onboarding form template is a standardized workspace or document designed to kick off the client onboarding process on the right foot. It collects all the key details you need to get started—like contact info, billing details, project goals, integrations, and timelines—so your team doesn’t have to track down info over email.

In Dock, this form becomes part of a larger customer onboarding template that also includes checklists, documentation, timelines, and more. It’s especially useful when managing complex onboarding experiences across different teams and departments.

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A strong client onboarding form template should include:

• Primary and secondary contacts
• Billing and legal details
• Project goals or KPIs
• Timeline expectations
• Technical requirements (integrations, APIs, access needs)
• Stakeholders and decision-makers
• Project milestones and deliverables

For service businesses—like agencies or consultants—it may also include referral sources (“How did you hear about us?”) and questions that shape strategy. In Dock, you can use a form builder to customize this experience and embed it directly into your onboarding workspace for better visibility and alignment.

Use a client onboarding template immediately after the deal closes—typically right before or during the kickoff call. This ensures your implementation or service delivery team has all the necessary information before starting the work.

It also gives your client a clear first impression that your process is well-organized—something that drives retention and sets the tone for the overall customer experience.

• Keep your client intake form concise and relevant
• Link to your welcome email, client onboarding checklist, or next steps inside the workspace
• Tailor the form to match your service offering, especially if you're a marketing agency or project-based business
• Use Dock’s analytics to track when forms are filled out or materials are accessed
• Ask about referral sources to inform future marketing or sales efforts

• Sending an unformatted Google Doc or bloated spreadsheet as your intake
• Forgetting to follow up after the kickoff call
• Asking duplicate questions that were already answered during the sales process
• Not personalizing the experience—clients expect a welcome email and form that reflects their specific context
• Overlooking simple questions like “How did you hear about us?”—they can lead to valuable referrals

Dock allows you to manage the visibility of your client onboarding template across departments. You can assign access to specific team members, clone workspaces for new clients, and ensure everyone involved—Sales, CS, or Delivery—is aligned. This internal structure helps prevent missed deadlines and ensures that deliverables are clearly documented and understood.

Send the onboarding workspace as part of your welcome email or walk through it live during your kickoff call. Let the client know this workspace is their central hub—housing their client questionnaire, key documents, and next steps. Dock requires no login, so clients can start filling out the form and reviewing content right away.

Yes. Whether you’re onboarding a startup or an enterprise, Dock scales to match your customer onboarding process. For large clients, you can tailor the form with role-based views and gather detailed inputs during your kickoff call. Plus, with centralized resources and tracked activity, it’s easier to drive long-term retention.

Dock doesn’t replace automation tools, but it allows you to standardize and scale your customer onboarding template. You can clone workspaces, pre-fill known data from sales, and integrate with tools like HubSpot or Salesforce. Dock also helps reduce manual follow-up with timely welcome email templates and engagement alerts.

Yes. Embed training videos, how-to guides, case studies, and even links to your referral program. Dock lets you place your client onboarding checklist and project timelines right next to the form, giving clients everything they need for a smoother onboarding experience.

Update your client onboarding template at any time. Dock gives you the flexibility to adapt your form, content, or checklist structure without rebuilding from scratch. Whether you’re a SaaS company or marketing agency, you can refine your process over time to improve customer satisfaction and execution.

Dock tracks every interaction in the onboarding workspace, including when a client fills out the client intake form or clicks through your kickoff call agenda. This helps your team stay proactive, rather than waiting for a manual confirmation.

You can enable real-time email notifications in Dock, so your CSM or onboarding lead gets pinged the moment a form is completed or the client re-engages. That’s a perfect cue to follow up with the next deliverable—or even request a referral if the experience has been strong.

Yes. Dock workspaces are ideal for bridging the gap between sales and customer Success. Sales can preload the client questionnaire, log notes from the discovery call, and share the workspace with CS ahead of the kickoff call. It’s a seamless way to transfer context and keep everyone focused on delivering a high-quality onboarding experience.

Dock is GDPR and SOC 2 Type II compliant and built for external collaboration. Clients access workspaces via secure email links, and you control who sees what—ideal for managing sensitive onboarding details like legal terms, integration info, or pricing.

Dock replaces one-off onboarding emails, shared Google Docs, spreadsheets, PDFs, and disjointed project management tools. Instead of juggling five platforms to deliver a solid onboarding experience, Dock lets you do it all in one branded workspace. And if you’re using tools like Typeform or Google Forms for basic client questionnaires, you can replace those tools with Dock.