Google Onboarding Forms - Full Suite
Onboarding a new client is an opportunity to set the stage for a collaborative relationship.
Drop the ball during this critical process, and they may question their decision to add you to work with you. Not to mention the wasted time and energy for you.
That's why we've created the Onboarding Google Forms templates to help you vet prospects and onboard new clients.
Creating a Google Form from scratch can be tedious and time-consuming.
Luckily for you, we’ve already done all the leg work! Created by accounting professionals, these templates make onboarding your new client harmonious and efficient.
You do not need to purchase these forms if you have purchased (or are going to) any of my onboarding workflow templates.
What you get:
Easy to customize to fit your process and company branding, there are 4 Google Form templates included in this bundle:
Prospective Client Forms (3 versions - simple vet for vet at a high level, a dig deeper form and a form that combines the first 2)
Payroll Information Form
Business Documents Required Form
Bank Reconciliation Information Form
Forms have logic jumps where needed to make for a more seamless end-user experience.
If you are purchasing any Onboarding Workflows, you do not need to purchase these ones as well. They are included in the full onboarding kit.
Onboarding a new client is an opportunity to set the stage for a collaborative relationship.
Drop the ball during this critical process, and they may question their decision to add you to work with you. Not to mention the wasted time and energy for you.
That's why we've created the Onboarding Google Forms templates to help you vet prospects and onboard new clients.
Creating a Google Form from scratch can be tedious and time-consuming.
Luckily for you, we’ve already done all the leg work! Created by accounting professionals, these templates make onboarding your new client harmonious and efficient.
You do not need to purchase these forms if you have purchased (or are going to) any of my onboarding workflow templates.
What you get:
Easy to customize to fit your process and company branding, there are 4 Google Form templates included in this bundle:
Prospective Client Forms (3 versions - simple vet for vet at a high level, a dig deeper form and a form that combines the first 2)
Payroll Information Form
Business Documents Required Form
Bank Reconciliation Information Form
Forms have logic jumps where needed to make for a more seamless end-user experience.
If you are purchasing any Onboarding Workflows, you do not need to purchase these ones as well. They are included in the full onboarding kit.
Onboarding a new client is an opportunity to set the stage for a collaborative relationship.
Drop the ball during this critical process, and they may question their decision to add you to work with you. Not to mention the wasted time and energy for you.
That's why we've created the Onboarding Google Forms templates to help you vet prospects and onboard new clients.
Creating a Google Form from scratch can be tedious and time-consuming.
Luckily for you, we’ve already done all the leg work! Created by accounting professionals, these templates make onboarding your new client harmonious and efficient.
You do not need to purchase these forms if you have purchased (or are going to) any of my onboarding workflow templates.
What you get:
Easy to customize to fit your process and company branding, there are 4 Google Form templates included in this bundle:
Prospective Client Forms (3 versions - simple vet for vet at a high level, a dig deeper form and a form that combines the first 2)
Payroll Information Form
Business Documents Required Form
Bank Reconciliation Information Form
Forms have logic jumps where needed to make for a more seamless end-user experience.
If you are purchasing any Onboarding Workflows, you do not need to purchase these ones as well. They are included in the full onboarding kit.