Streamline Your PR Agency Client Onboarding with Paperform

Getting started with a new PR client shouldn't mean endless email chains and scattered information. This PR Agency New Client Intake Form template helps you capture everything you need—from media objectives and target publications to crisis communication protocols and budget allocation—in one professional, on-brand experience.

Built for PR agencies and communications teams, this template makes client onboarding smooth and thorough. You'll gather essential details about brand positioning, key messages, target audiences, preferred media outlets, and campaign expectations right from the start. With conditional logic built in, the form adapts based on client responses, ensuring you collect relevant information without overwhelming new clients.

Beyond basic data collection, Paperform's calculation fields let you handle budget allocation transparently, while file upload fields make it easy to collect brand assets, media kits, and existing press materials. Use Stepper (stepper.io) to automatically route new client information into your project management system, create Slack notifications for your team, and kick off your onboarding workflow the moment a form is submitted.

Need signatures on retainer agreements or NDAs? Connect Papersign (papersign.com) to turn submissions into contracts that clients can sign electronically, keeping everything linked to the original intake form for a complete client record.

With Paperform's document-style editor, you can customize this template to match your agency's brand, embed it directly on your website, or send it as a standalone onboarding link. Integration with CRMs like HubSpot and project tools like Asana means client data flows exactly where your team needs it, eliminating manual data entry and setting up every new client relationship for success.