Reputation Management Client Onboarding Form

Streamline Your Reputation Management Client Onboarding with Paperform

First impressions matter—especially in reputation management. This Reputation Management Client Onboarding Form template helps agencies capture everything they need to protect and enhance a client's online presence from day one.

Built specifically for reputation management agencies, this template walks new clients through establishing their review platform monitoring preferences, documenting their current sentiment baseline, defining response protocols for reviews, and setting up crisis communication procedures. Instead of juggling scattered email threads and incomplete information, you'll gather all the critical details in one professional, branded form.

Why Paperform is perfect for reputation management agencies:

With Paperform's conditional logic, you can tailor the onboarding experience based on client industry, current reputation challenges, or service tier. Show relevant questions about Google My Business for local businesses, or dive deeper into social media monitoring for enterprise clients—all within the same form.

Once a client submits their onboarding form, Stepper (stepper.io) can automatically kick off your agency's workflow: create the client project in your project management tool, send welcome emails with next steps, set up monitoring dashboards, schedule the kickoff call, and notify the right team members. This means less manual data entry and faster time-to-value for your clients.

Need clients to sign service agreements or crisis communication protocols? Use Papersign (papersign.com) to send contracts for eSignature immediately after onboarding, keeping everything connected and compliant.

This template is designed for marketing agencies, digital PR firms, and reputation management specialists serving small and medium businesses across hospitality, healthcare, professional services, retail, and other review-dependent industries. Whether you're onboarding restaurants, medical practices, or local service providers, this form gives you the foundation to deliver proactive, strategic reputation management from the start.