Landing a new client is exciting. You just want to wow them even more right away. Yet, this can be a step that leads you in the wrong direction. Keep calm and create an effective client form first. A client form is a must-have if you want to finish off your onboarding process successfully. How do you nail it?

What Makes the Client Intake Form So Important?

When you land a new client, you should strive to gather all up-to-date info about their business. The intake form can include paperwork, questionnaires, usernames/passwords, etc.

It gives you a deeper insight into what your client may need in the long run. If you do this right, it can give you an opportunity to build a better relationship with the client. You can suggest other services they could need. Either way, it is a chance to add more value.

What Does a Client Intake Form Include?

A user-friendly intake form can make you seem even more professional and help you build a better relationship with the client. It can trigger a positive reaction and make them realise the value of what you do. Start off with a welcome email or a personal message. You can create a template and simply change details before forwarding it to your client.

Your goal is to gather contact information (billing information, phone numbers, and email addresses) of the parties involved. Define your fee structure with the client and include it in the intake form as well.

Forward a questionnaire to your client to fill out before your first meeting. Try to keep the questions short and simple. It is always possible to ask additional questions during the initial meeting.

Create a checklist after the meeting and forward it to the client. If they agree, that means you can close your form and start with the project. If you want to include any further information in the form, ask for the client’s permission and agreement.

Client Onboarding Checklist

1. Prepare and send a welcome email.
2. Send over the financial questionnaire and wait for the confirmation.
3. Schedule the consultation.
4. Discuss your client’s goals, income, investment portfolio, and non-investment terms.
5. Gather financial documents and confirm tax records, bank statements, cash flow statements, etc.
6. Analyse the statements.
7. Create a financial strategy.
8. Ask for your client’s feedback and signature and reassess, if needed.


A client intake form is your guarantee and your card for a successful onboarding process. Automating some of the parts of your current system can help your business. For instance, you can work out your pricing, integrate with QuickBooks and Xero, and charge based on what you are worth. Contact us for more information!