Agencies Template
Client Onboarding email template
A free client onboarding email template that recipients fill right inside Gmail, no links, no new tabs. 10 fields · about 5 min to complete.
Preview the form
This is exactly what recipients see, and fill, inside their inbox.
Client Onboarding
A few details so we can hit the ground running.
Company name*text
Your answer
Primary contact name*text
Your answer
Work email*email
name@example.com
Phone numbertext
Your answer
Websitetext
Your answer
Project goals*textarea
Your answer…
Target launch date (dd/mm/yyyy)text
Your answer
Budget rangedropdown
< $5k▾
Brand assets (link)text
Your answer
Anything else we should know?textarea
Your answer…
Delivered as a multipart email
text/x-amp-html · interactive form (Gmail · Yahoo)text/html · fallbacktext/plain
Preview: fields are read-only. Customize everything in the builder.
Why send your client onboarding with Formailo?
Kick off a new engagement in minutes: gather goals, access and approvals in one form. Because the form lives inside the email, recipients complete it in seconds, and you see exactly who responded, who opened it, and who hasn’t, then remind only the non-responders in one click.
Send your client onboarding in minutes.
Use this templateNo credit card required · Free forever plan available