New client onboarding form

Here is a sample new client onboarding form that you can use as a template:

Client Information

• Client Name: _____
• Contact Person: __
• Email: ___
• Phone: __
• Address: __

Project Information

• Project Name: __
• Project Description: ___
• Project Goals: __
• Project Timeline: ___
• Project Budget: ___

Services Required

• Which services do you require from us? (Check all that apply)
  • Website design and development
  • Content creation (writing, editing, etc.)
  • Social media management
  • SEO and online marketing
  • Other (please specify): ___

Content Requirements

• Do you have existing content that you would like to use for the project?
  • Yes, please provide a list of existing content: ___
  • No, we will create new content for the project
• Do you have any specific content requirements or guidelines?
  • Yes, please provide details: __
  • No

Technical Requirements

• What is your preferred method of communication?
  • Email
  • Phone
  • In-person meetings
  • Video conferencing
• Do you have any specific technical requirements for the project?
  • Yes, please provide details: __
  • No

Payment Terms

• How would you like to pay for the project?
  • Credit card
  • Bank transfer
  • Other (please specify): ___
• Do you have a preferred payment schedule?
  • Yes, please provide details: __
  • No

Additional Information

• Is there any additional information that you would like to provide about your project or company?
  • Yes, please provide details: __
  • No

Signature

• I hereby acknowledge that I have read and understood the terms and conditions of this onboarding form.
  • Signature: __
  • Date: ___

This is just a sample form, and you may need to modify it to fit your specific business needs. It's also a good idea to have a lawyer review the form to ensure that it complies with any relevant laws and regulations.