Client onboarding forms
Start projects faster with onboarding forms that collect everything you need upfront.
The Free plan needs no card.
The challenge
- Scattered requirements
- Project details live in emails, docs, and spreadsheets.
- Slow kickoff
- Teams lose momentum while chasing missing information.
- Inconsistent intake
- Every client gets a different onboarding experience.
The Sprykit solution
Structured intake
Collect consistent requirements, assets, and timelines.
- Project briefs
- File uploads
- Stakeholder info
Where the brief goes
Every submission reaches your team by email, lands in Google Sheets or Excel, or goes to your project tool by webhook, Zapier, Make, or n8n.
- Email notifications
- Google Sheets and Microsoft Excel sync
- Webhooks, Zapier, Make, and n8n
Form analytics
See how many people open the brief, how many finish it, and where they drop off.
- Completion rates
- Drop-off by field
- Response trends over time
What changes
One intake form per engagement, versioned in the workspace rather than in an inbox.
- 18
- Field types, including file upload for the assets a kickoff needs.
- Conditional
- Questions that branch by service line, so one form covers every engagement.
- 0
- Deploys needed to change the intake as the offer changes.
Perfect for
Creative agencies
Collect brand assets, guidelines, and goals upfront.
Example: Avoid back-and-forth asset chasing.
Consulting projects
Capture requirements, stakeholders, and timelines.
Enterprise onboarding
Standardize intake across large client teams.
What you get
- 18
- Field types — short and long text, email, phone, URL, number, date, time, choice, dropdown, scale, rating and file upload.
- Conditional logic
- Show or hide questions based on earlier answers.
- Google Sheets
- Submissions sync to a spreadsheet automatically.
- Webhooks
- Send every submission onward to the systems you already run.
Related use cases
Start projects with clarity
Collect the right onboarding details faster with Sprykit forms.
The Free plan needs no card.