Why use this template
This Notion-style client onboarding template spans three pages using Formgrid page breaks. Page one welcomes the client and collects contact details. Page two captures project goals, priorities, and existing tools. Page three covers kickoff logistics: brand assets, dates, communication preferences, and stakeholders. The borderless document layout, underlined inputs, and Unsplash imagery create a calm, professional experience. Customize every block in the builder, then publish to collect responses in your Formgrid dashboard.
- Three-page flow with Next / Back navigation like a mini Notion doc
- Page 1: welcome, hero image, and contact details
- Page 2: project goals, 30-day priority, and team tools
- Page 3: kickoff date, brand assets, communication, and stakeholders
- Document mode with borderless layout and underlined inputs
- Pairs naturally with the Notion-style quote request template
What this template collects
- Name, role, email, and company
- Project goals and top priority
- Tools your team uses
- Brand assets checklist
- Preferred kickoff date
- Communication preferences
- Key stakeholders
Who this template is for
Agencies, freelancers, and consultants who want a polished post-sale onboarding flow that feels like filling out Notion pages instead of a rigid web form.
Live preview
Ready to customize?
Start with this template, edit fields and styling in the builder, then share your form link anywhere.