Client onboarding managed through email exchanges or informal conversations gives service teams an inconsistent and incomplete record of the client's business profile, what they need, when they need it, and what they have agreed to. Goals and objectives are discussed verbally and not documented. Service requirements are described informally. Policy acknowledgment is not captured in a signed record. Without a structured, centralized onboarding process, delivering a consistent client experience from day one requires more internal coordination than it should.
The Client Onboarding template for SharePoint, built with Infowise Ultimate Forms, provides a structured onboarding form that captures full company details, contact information, business profile, services of interest, primary goals, expected start date, communication preferences, and a signed policy acknowledgment. Every submission is stored as a complete onboarding record in SharePoint.
How it works
Company and contact details
The form captures the company name, primary contact person, contact email, phone number, company address, and optionally the company website. Consistent contact and company capture across every onboarding record ensures the account management and delivery teams have a single, reliable reference point for the client without searching across multiple emails or systems.
Business profile
A business profile section captures the client's industry, number of employees, annual revenue, and a brief description of the business. Capturing scale, sector, and business context at the onboarding stage gives the service team the background needed to tailor the engagement appropriately from the outset, without requiring a separate discovery call to gather information that should have been collected during intake.
Services, goals, and expected start date
The form captures which services the client is interested in, their primary goals and objectives, and their expected start date. Documenting service scope and goals in structured fields at the point of onboarding creates a formal record of what the client is expecting from the engagement and when, providing a clear baseline for delivery planning and future review.
Additional requirements and communication preference
A required additional comments and special requirements field gives the client the space to communicate anything relevant to the engagement that is not covered by the structured sections. A preferred communication method field captures how the client wants to be reached, ensuring the account team contacts them through the channel most likely to get a timely response from the start of the relationship.
Policy acknowledgment and signature
The form closes with a required checkbox through which the client confirms they have read and agree to the company's policies, alongside an e-signature field. The signed acknowledgment is stored as part of the onboarding record in SharePoint, creating a formal, documented record of policy acceptance without any paper-based process.
What you get
- A structured client onboarding form capturing company name, contact details, address, and website
- Business profile including industry, employee count, annual revenue, and business description
- Services interested in, primary goals and objectives, and expected start date captured in structured fields
- Additional requirements and preferred communication method for tailored account management
- Policy acknowledgment checkbox and e-signature creating a formally documented onboarding record
- Every submission stored as a complete onboarding record in a standard SharePoint list
- Extendable with automated welcome notifications and onboarding task workflows using Ultimate Forms
- Free for all Ultimate Forms customers, installed automatically with a single click
Built on standard SharePoint lists
The Client Onboarding system is built entirely on standard SharePoint lists. There is no external data storage and no custom interface. All onboarding records stay inside your SharePoint environment, governed by your existing permissions and data policies. The system can be extended or adapted at any time in the browser by the administrator who manages the site.
Read detailed installation instruction.
