Client Onboarding Wizard
Collect contacts, assets, and kickoff approvals in a three-step onboarding flow.
Fields
11
Steps
3
Integrations
4
Source
Free
Template preview
Client Onboarding Wizard
Ready to customize in the builder
Client Name
Short text · Required
Company
Short text · Required
Primary Email
Email · Required
Phone Number
Phone · Optional
Why this template works well
This layout is already tuned for real submissions, so you can customize it and ship without rebuilding the structure from scratch.
Sends data to
Fields included
11 input fields · 2 pages
Client Name
Company
Primary Email
Phone Number
Access Needed
Workspace URL
Kickoff Documents
Notes for the Team
Desired Kickoff Date
Main Objective
Approval Signature
"Sign to confirm kickoff readiness"
Frequently asked questions
How do I use the Client Onboarding Wizard template?
Pick the template when creating a new form in Flowvi, customize the fields to match your needs, then publish and share your form link. Every submission automatically routes to your connected integrations.
Can I customize the fields?
Yes. Every field in this template can be edited, renamed, re-ordered, or removed. You can also add new fields from the Flowvi field library.
Does this template work on mobile?
Flowvi forms are fully responsive and work on any device — desktop, tablet, or mobile. Submissions look great everywhere.
How are submissions handled?
Each form submission is stored in your Flowvi dashboard and instantly forwarded to all your connected integrations (email, Slack, Google Sheets, WhatsApp, and more).
Is the free plan enough to try this template?
Yes. The Free plan lets you create and use any template with up to 100 submissions per month. Upgrade only if you need more submissions or advanced features.