Client Information Form Template

Benefits of Using This Client Information Form Template

Collect client info during the registration or intake process using this client information form template and make data management easy with SurveySparrow features.

White-label Your Form

Keep your surveys consistent with your company’s voice by customizing the survey’s branding to fit with yours. You can create a custom domain for your survey that has your brand name in it, which will help reinforce your message.

Google Sheet Integration

After a client submits their information through the form, it will automatically be saved to a printable client information sheet. This way, you can easily access it later and refer back to it as needed. Additionally, by taking advantage of Google Sheets’ features, you can segment your clients’ details and offer them more personalized services.

Multiple Sharing Options

Share the form with your clients in multiple ways. Generate a unique sharing link, and share it through SMS, and also through email. Customize every element of the email and with just a short code embed it into your email.

Collect Digital Signatures

With SurveySparrow, you can ask for the consent of your clients to provide you with their details. Describe the different ways in which your company will be using their information and they can agree to the terms and conditions by signing the form digitally. This will help you to document them for future reference.

Design it to the last pixel

With survey themes, add life to your surveys. Design everything about your survey- background, buttons, color palette, font. Go that extra mile using CSS customization to style the surveys you create to perfection.

Try out the Client Consultation Form Template

Use Cases of This Client Information Form Template

• Healthcare industry: To gather patient’s medical history, emergency contact information, and insurance details.
• Legal services: To collect the client’s previous legal history, case information and cross-check the same.
• Banking and finance: To verify customer’s financial liabilities, contact information, bank details, and investment preferences.
• Educational institutions: To record student’s demographic details, course preferences, and learning goals.
• Customer service: To understand customer concerns, track issues, and provide timely resolutions.

How to Use This Client Information Form Template

Step 1: Customize

Sign up to SurveySparrow’s platform from above and start designing the form. Choose from 20+ question types from the builder and frame relevant questions to ask your clients. Use emojis, GIFs and images to make the form interactive and fun to fill. Our AI Wings can make your task easier by generating questions with a simple prompt.

Step 2: Integrate

The next step is to integrate the form with essential apps for better workflow. SurveySparrow provides 25+ native integrations including Google Sheets, MailChimp, Stripe, and Hubspot. Choose the one that works best for you and manage your tasks efficiently.

Step 3: Share

Share the form with your clients via a unique link, SMS, or WhatsApp. Other options like embedding it in the website or a QR code are also available. 

Step 4: Analyze

Once the responses start to sink in, use our executive dashboard to analyze them. Create different dashboards for the information collected so that in the future it will be easy for you to interpret and take action.