Streamline Your Executive Search Client Onboarding

Finding the right executive talent starts with understanding your client's needs in detail. This Executive Search Client Intake Form template is designed specifically for executive search firms, recruitment agencies, and talent acquisition consultancies looking to professionalize their client onboarding process and capture critical search parameters from day one.

Capture Everything You Need in One Professional Form

This template eliminates scattered emails and incomplete briefs by gathering comprehensive position specifications, company culture insights, compensation packages, and confidentiality requirements in a single, structured workflow. From C-suite placements to senior leadership roles, you'll have all the information needed to begin your search with clarity and confidence.

The form covers essential elements including detailed position specifications, reporting structures, required qualifications, company culture and values, ideal candidate profiles, compensation and benefits packages, timeline expectations, and confidentiality protocols—ensuring nothing falls through the cracks.

Integrated eSignature with Papersign

Close deals faster with built-in eSignature functionality. Using Papersign, you can seamlessly convert client submissions into binding search agreements and send them for secure electronic signature—keeping everything connected to the original intake form for a complete audit trail. No more juggling separate tools or chasing down signed contracts.

Automate Your Search Workflow with Stepper

Take your executive search operations to the next level with Stepper, Paperform's AI-native workflow builder. Automatically create candidate tracking records in your ATS, notify your research team of new searches, trigger calendar invites for kickoff calls, update your CRM with client information, and route agreements for internal approval—all triggered from a single form submission.

Built for Professional Services

With SOC 2 Type II compliance, custom branding options, conditional logic for complex search scenarios, and seamless integrations with CRM and recruiting tools, this template delivers the professionalism executive search firms need while maintaining the flexibility to adapt to any search mandate.

Whether you're an established search firm handling multiple concurrent searches or a boutique consultancy specializing in niche placements, this template gives you a polished, efficient starting point that impresses clients and sets your team up for success.