Digital Marketing Agency Client Onboarding Form

Get new clients off to the perfect start with structured onboarding

For digital marketing agencies, those first few weeks with a new client set the tone for everything that follows. This Digital Marketing Agency Client Onboarding Form template helps you capture everything you need—business objectives, target audience profiles, existing marketing efforts, budget parameters and brand assets—in one organised, professional intake process.

Instead of chasing information across emails, calls and shared drives, you'll gather strategic insights upfront, demonstrate your process and get everyone aligned before the first campaign goes live. The form covers discovery questions that help you understand who your client is trying to reach, what's worked (or hasn't) in the past, and where to focus your efforts for maximum impact.

Built for agencies that value efficiency and client experience

Marketing agencies, creative studios and consultancies use this template to:

• Onboard clients faster with a clear, structured intake that replaces scattered discovery meetings and follow-up emails
• Capture strategic context including business goals, competitive landscape, brand positioning and audience demographics
• Collect brand assets like logos, style guides, imagery and previous campaign materials in one secure upload
• Set budget and timeline expectations early, so scope and deliverables are transparent from day one
• Create a single source of truth that your strategy, creative and account teams can reference throughout the engagement

The form walks clients through sections on company background, marketing objectives, audience insights, current channels and performance, budget allocation and asset uploads—all with conditional logic that tailors follow-up questions based on their answers.

Automation that keeps your team moving

Once a client submits, Paperform's built-in integrations and Stepper workflows (stepper.io) take over. You can automatically:

• Route onboarding data to your project management tool (Asana, Monday, ClickUp) to kick off the welcome workflow
• Create a new client record in your CRM (HubSpot, Pipedrive) with all the context your account team needs
• Notify your strategy lead via Slack or email so discovery can begin immediately
• Store brand assets in Google Drive, Dropbox or your DAM, tagged and ready for the creative team
• Trigger a personalised welcome email with next steps, meeting links and a timeline

This means your agency spends less time on admin and more time delivering results that matter to your clients.

Professional, on-brand and built to convert

With Paperform's flexible design tools, you can match this onboarding form to your agency's brand—fonts, colours, backgrounds and button styles—so it feels like a natural extension of your website. Embed it on your "Get Started" page, send it as a custom link after the sales call, or host it on a dedicated domain for a polished first impression.

Whether you're a boutique creative studio or a full-service digital agency, this template gives you a scalable, repeatable onboarding experience that positions you as organised, strategic and client-focused from the very first interaction.

Take it further with Papersign

Need clients to sign a service agreement, NDA or scope of work before kickoff? Use Papersign (papersign.com) to turn onboarding submissions into legally binding eSignature documents, keeping your contracts and intake data linked in one clean workflow.

Trusted by marketing agencies worldwide, this Paperform template helps you deliver a smooth, strategic onboarding experience that sets the stage for successful, long-term client partnerships.