Client Onboarding
New Client Onboarding template
A ready-to-send request that collects company name, website url and company logo, plus 1 more. Send it as one link; they fill it in on their phone with no account, and each item ticks off as it arrives. Change any field before you send.
Free to start, 5 requests a month, no card.
What it asks for (4 items)
Company Details
Basic information about your business.
Company Name
Your registered business name.
Website URL
Your current website if you have one.
Brand Assets
Logos and brand guidelines.
Company Logo
High resolution logo in SVG or PNG format.
Brand Guidelines
PDF of your brand colors and fonts.
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