Google Onboarding Forms - Full Suite

Onboarding a new client or employee is an opportunity to set the stage for a collaborative relationship.

Drop the ball during this critical process, and they may question their decision to add you to work with you. Not to mention the wasted time and energy for you.

That's why we've created the Onboarding Google Forms templates to help you vet prospects, onboard new clients, and onboard new employees (for you or your clients.)

Creating a Google Form from scratch can be tedious and time-consuming.

Luckily for you, we’ve already done all the leg work! Created by accounting professionals, these templates make onboarding your new client harmonious and efficient.

You do not need to purchase these forms if you have purchased (or are going to) any of my onboarding workflow templates.

What you get:

Easy to customize to fit your process and company branding, there are 4 Google Form templates included in this bundle:

• Prospective Client Forms (3 versions - simple vet for vet at a high level, a dig deeper form and a form that combines the first 2)

• Payroll Information Form

• Business Documents Required Form

• Bank Reconciliation Information Form

Forms have logic jumps where needed, to make for a more seamless end user experience.