Streamline Your Outplacement Client Onboarding

Finding the right career transition support shouldn't feel like another obstacle. This Outplacement Services Client Intake Form helps career consultants, HR firms, and outplacement agencies gather everything they need to support displaced professionals from day one.

Built with Paperform, this template combines separation details, skills assessment, job search timelines and package selection into one professional, branded experience. Instead of juggling email chains, PDFs and spreadsheets, you get a single intake form that captures nuanced career information and triggers the right next steps automatically.

Designed for HR consultancies, career coaches and workforce transition firms

Whether you're an independent career coach or part of a larger HR consultancy managing corporate layoffs, this form adapts to your workflow. Collect sensitive separation details with professionalism, assess transferable skills, understand target industries and career goals, and match clients to the appropriate service tier—all before your first consultation.

The conditional logic built into this template means clients only see questions relevant to their situation. If they're seeking a career pivot, they'll be asked about reskilling needs. If they need executive-level support, they can select premium packages that include LinkedIn optimization and interview coaching.

Automate follow-ups with Stepper and Papersign

Once a client submits their intake form, you can use Stepper to automatically route their information to the right career consultant, send a welcome email with next steps, create a profile in your CRM, and schedule their first strategy session. For clients who need to sign service agreements or confidentiality documents, Papersign lets you generate and send eSignature-ready contracts linked directly to their intake submission.

This Paperform template helps you deliver a seamless, empathetic onboarding experience that reassures clients during a difficult transition while giving your team the structured information they need to provide meaningful career support from the very first interaction.