Template Title

Streamline your client onboarding process with this comprehensive Client onboarding template.

Account managers and project managers can leverage Formaloo's customizable Client onboarding template to ensure a smooth and efficient onboarding experience for new clients. This versatile template provides a structured framework for capturing essential client information, setting clear expectations, and fostering strong client relationships from the start.

Block quote

Efficient onboarding process & clear expectations:

Centralized client information:
- Maintain a comprehensive record of all client details, including contact information, company profile, and project goals.
Project overview:
- Document specific project details, including objectives, target audience, and key deliverables.
Onboarding checklist:
- Outline key steps and milestones in the onboarding process to provide clients with a clear roadmap

Questions & answers

Read the answers to the most frequently asked questions about our plans

Do I need to put my credit card information to use Formaloo free plan?

Nope!

What payment methods do you offer?

All payments are handled securely by Stripe. We accept all major credit cards, and (in select countries) direct debit. We also support transactions in a range of currencies.

What is your refund policy?

If for any reason you aren’t completely satisfied with the plan you purchased from us or it just does not meet your expectations, you can ask for a full refund within 14 days after your purchase. No questions asked!

How do I switch to a different plan? Will I lose if I have time left?

You can switch to a new plan at any time by going to the Billing page in your account. Select the plan you’d like to switch to and immediately start using new features. No, you will not lose anything! If you have time remaining from your previous plan, its amount will be added to your account as credit and you can use it!

What happens to my apps & databases if I don’t renew my account?

Nothing! We just change your plan to our free version. All your apps, forms, and databases will be safe and will not be deleted. If you need the additional features, you can upgrade again anytime you want.

Is Formaloo free to use?

Yes! Formaloo has multiple packages to help teams of all sizes orchestrate their work. Our Free plan is available to teams for no charge to help you build your databases. The Free plan is free forever and is designed for small teams or those with lightweight needs. Our paid plans offer additional power and scale for teams as they grow and their needs get more complex.

Can I move/export my data?

Yes we offer various methods of exporting and integration your data anywhere you want. You can also delete or deactivate your own data and forms anytime you want.

How much does Formaloo AI cost?

Formaloo AI is included in all upgraded workspaces, and you also receive a free trial. Each of Formaloo AI's modules use your AI credits to operate. You can always add more credits to your account if you need more AI operations without upgrading to a higher plan.

Can I have all of my data in my own server and database?

Yes. With Formaloo Enterprise (Self-Hosted) you can have a full version of Formaloo on your own servers. Please contact us for more information on this part.

Template Title

Streamline your client onboarding process with this comprehensive Client onboarding template.

Efficient onboarding process & clear expectations:

Millions run on Formaloo every day

Questions & answers

Do I need to put my credit card information to use Formaloo free plan?

What payment methods do you offer?

What is your refund policy?

How do I switch to a different plan? Will I lose if I have time left?

What happens to my apps & databases if I don’t renew my account?

Is Formaloo free to use?

Can I move/export my data?

How much does Formaloo AI cost?

Can I have all of my data in my own server and database?

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