New Client Intake Form Template

Zapier’s New Client Intake Template is designed to give your clients a seamless experience from the moment of purchase. With options for adding new clients and viewing client data, this template is perfect for your employees or stakeholders who need to manage client information effectively. The New Client Intake Template includes three simple landing pages (via Zapier Interfaces and one datasheet (via Zapier Tables).

Seamless Client Management

The homepage models a simple client hub and includes options to either add new clients or view existing client data. You can easily add other link cards that include links to more resources or ways to manage clients. This makes it a collaborative internal tool for you and your team.

Add Clients with Customizable Forms

When users choose to add a client, they are redirected to a customizable form where they can enter details such as email, client name, client status, and notes. You have the flexibility to add or remove fields and change the text, tailoring the form to meet your specific needs.

Visualize Client Status with Kanban

For those who choose the 'View Client' option, they are taken to a Kanban view. The Kanban allows you to visually track the status of each client, whether they are in the process of onboarding or fully onboarded. It offers a clear and efficient way to manage your client's journey.