The Problem with Traditional Onboarding
Every new client can create a flurry of emails. What is your budget? Who is the primary contact? Do you have brand assets ready? A reusable intake form keeps those questions organized before real work begins.
Pabble helps turn onboarding into a clear form journey with response review, analytics, and available handoff paths.
Client onboarding form
Show fields for client details, project type, goals, scope, budget, timeline, assets, stakeholders, and final notes.
Recommended visual: 1440 x 900
What to Collect
Client and company details
Start with the contact details, company name, website, and preferred communication channel your team needs for every project.
Project type and goals
Ask what kind of project the client is starting and what outcome they care about most.
Existing systems or website
Collect links to current websites, tools, documentation, or systems that shape the project.
Scope, budget, and timeline
Use structured fields so your team can quickly understand the size and urgency of the work.
Assets, stakeholders, and final notes
Ask for brand assets, decision-makers, collaborators, and anything else the client wants your team to know before kickoff.
Conditional Flow Example
If a client selects website project, ask for the current website URL, CMS, pages needed, and launch timeline.
If they select brand project, ask for existing brand assets, visual references, and decision-maker details.
If they select support or maintenance, ask for the affected system, urgency, screenshots, and access requirements.
Workflow Example
When the response is submitted, Pabble can:
- Store the full response in the dashboard
- Append the response to Google Sheets for project tracking
- Send a structured webhook payload to your internal application
- Give your team the context needed for a faster kickoff
Practical Outcome
For client onboarding, Pabble is designed to help teams:
- Collect consistent client and company details
- Capture project type, goals, scope, budget, timeline, assets, stakeholders, and final notes
- Use conditional paths so different project types can ask different follow-up questions
- Send completed intake data to Google Sheets or a custom webhook when that connection is configured
If your team currently sends the same intake email every time a new project starts, Pabble can turn that intake into a reusable form and response workflow.