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