Send onboarding documents as good as your work.
Your team, the first weeks, the programme and what you need from the client, on one page. Client onboarding software built for creative studios.
Show who they will deal with, the first weeks and the programme, in your studio's look.
Share one onboarding document link that always shows the latest version.
See who opened the onboarding document and which sections they read.
Let them answer your questions on the page and mark them complete.
Client onboarding templates for creative studios.
Welcome and onboarding templates for architecture, interiors and marketing studios. Each covers your team, the first weeks, the programme and what you need from the client.
Bath
Go from first draft to your client.
Lay out your team, the first weeks, the programme and the questions you need answered, in your studio's look. Share it privately, see what they read, and collect answers on the same page.
- Blocks for your team, a timeline, a Gantt programme and a form for what you need
- Logo, fonts and colours set once
- Start from a template or duplicate your last onboarding document
On a private link, only the people you invite can open it. Allow re-sharing per person, or keep it to them.
See who viewed it on a private link, how often, and the time spent on each section.
Ask for contacts, access and dates with required, choice and conditional questions. You get a notification when someone marks it complete.
Add more to every onboarding document.
Embed Calendly, Notion pages and Loom walkthroughs next to each step. Publish it all on your studio's own domain.
What changes when onboarding is a page.
Three studios, in their own words.
“The level of customisation is a real strength. It allows you to create something that feels aligned with your own visual identity, without compromising on speed or usability. And importantly, it moves proposals away from static documents into something far more dynamic and engaging.”
“I’ve used Formlio for design cases and proposals, and it’s a much better fit than the usual old-school tools. Most of them feel like a chore. Formlio doesn’t. It’s flexible, easy to use, and the support is seriously top tier.”
“The team at Formlio are so passionate about building a product specifically for creatives. They have really listened and turned feedback in features that are especially important to our day-to-day proposals. Having a responsive, web-style proposal just makes sense. It meets people where they are eg. scrolling on their phone, mid commute, making quick decisions. I’ve really loved connecting with Marianne and watching Formlio's journey unfold from the early stages. ”
Common questions about client onboarding.
Questions to ask, conditional questions, where answers appear, several respondents, sign-in, chat and reuse for client onboarding.
Short text, long text, single choice, multiple choice, date, number, email and phone. Questions can be required, with placeholders and hints.
Yes. Use "Show when" to show a question or a group only when an earlier answer matches.
In Form Submissions in the document, which you can filter by version. You also get a notification when someone marks a form complete.
Yes. In collaborative mode everyone shares one set of answers. In individual mode each reader answers on their own.
Yes, to answer. They use a 6-digit code, the link in their invite email or Google, and no password is needed.
Yes. Signed-in viewers chat with your team in the document, quote the passage they mean, or record a video or voice note. Your editors also have a private Team channel.
Yes. Duplicate the document and change what differs, or save a block you have set up and add it to your next onboarding document.
Start with your next client onboarding.
Pick a template, add your work and send the link.
Publish two documents a month for free
Publish two documents a month for free
Publish two documents a month for free
Publish two documents a month for free