Collecting the right information from the start is critical to creating a long and fruitful client relationship. Make sure you start off on the right foot by using this client information sheet template to collect all the data you need from new clients. Multiple fields have been included so you can gather contact details, business information, references, and more. Easily customize and use this client information form as your own.
Including branding on your client information form, like colors and logos, will help you make a positive impression on clients. The Theme Editor can help you include these elements and tweak other aspects of your template, including fonts, spacing, buttons, and messaging. There’s no need to know any CSS or coding!
There are often multiple forms involved in establishing a new client relationship. Simplify this process by grouping all your intake forms in an easily accessible portal. You can email this portal to new clients so they have all the forms they need in a single location. Easily track form completions and send reminders if needed.
Pair this client information form with the Workflows tool to save time and free your team from manual work. Create a seamless digital workflow that lets several team members review, edit, and comment on the form. Keep everyone in the loop on new submissions, and speed up your client intake process.
Deliver client information to the apps you use every day. Formstack has over 50 integrations to apps like CRMs, cloud storage applications, and payment processors. Automatically route new client data to your company’s CRM, and add contact details to email platforms like MailChimp so you can start taking the next steps in your intake process.