Form template · Marketing agency

Marketing client onboarding

The details we need for kickoff. Logins come later, through a secure link.

Trade: Marketing agency
Kind of form: Registration
Layout: Two-column grid
Look: Dark
Questions: 9
Required: 4

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Start the 14-day trial, then choose Marketing client onboarding under Form templates. Every field, word and colour can be changed.

The Marketing client onboarding template rendered as a live form, two-column grid layout: Let’s get started. — How this form looks to a customer.

The same form, in 6 layouts

Same questions, same words. Pick the arrangement that suits the page it sits on; the layout can be changed later too.

The fields

9 questions. Keep it short: every field is something a person has to answer.

Fields in the Marketing client onboarding template
Question	Type	Required
Full name	Short text	Yes
Email	Email	Yes
Phone number	Phone	No
What does success look like in three months?	Long text	Yes
Company	Short text	Yes
Website	Website	No
Main point of contact	Short text	No
Accounts you haveGoogle Analytics · Google Ads · Meta Business · Search Console	Checkboxes	No
Competitors to watch	Long text	No

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