Client intake template
Client onboarding packet template.
New clients tell you about their business and the services they need. They get a welcome packet with a checklist and timeline.
What it produces
Welcome letter + onboarding checklist + what we need + timeline
10 questions, with the document set up and ready to review. Every response becomes a draft your team checks before anything reaches the client.
- 01Start from the templateOpen it in OneForm and change anything — or ask OneFormAI to.
- 02Share it with clientsSend the link or embed it on your site. Clients answer one question at a time.
- 03Review and sendOneForm drafts the welcome letter + onboarding checklist + what we need + timeline. You approve it and it's emailed as a branded PDF.
Questions included10
- 1First, who are we working with?
- 2How is the business set up?
- 3When does your financial year end?
- 4Which month does it end?
- 5Which services do you need from us?
- 6Which accounting software do you use?
- 7Were you working with another accountant before us?
- 8What made you decide to switch? Anything they did that you'd like us to do differently?
- 9Any deadlines, notices or urgent items we should know about?
- 10How do you prefer to hear from us?
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