Free Client Onboarding Handover
Collect account access, existing assets, brand rules and internal processes from a new client — a structured handover that ends the file-hunting delay.
Quick answer
Use this handover form at kickoff to collect a new client's account access, existing assets, brand rules and internal workflows, removing the file-hunting that slows day-one setup. Logins and credentials should be shared through a secure channel, never pasted into the form.
About this template
Day one after signature is usually a scramble for accounts, files and approvals. This handover form asks for everything the team needs to start — GA4 and Ads property IDs, Meta Business Manager, CMS and DAM access, current asset owners, brand rules, internal approval chain and reporting cadence — so the client returns one complete submission instead of dribbling it out over three weeks.
Live Preview
Sample form preview (fillable once the app is published).
What's Included
Everything you need to onboard a client.
Account access
GA4, Ads, Meta Business Manager, CMS, DAM and email service.
Asset inventory
Where existing creative, copy and data live.
Process map
Who approves work and how reports flow.
Exportable
Pull responses into your project workspace.
How It Works
From copy to deliverable in four steps.
Copy template
One-click import into your FormLM workspace — free.
List your stack
Add the accounts and tools your team needs access to.
Send post-contract
Send to the client contact named on the signed deal.
Import into DAM
Pull responses into your project workspace.
Who Is This For
Pick your role — see how it fits your workflow.
Account managers
Give the client a single place to hand over everything.
Onboarding leads
Cut scramble time from weeks to days.
Agency PMs
Ensure the campaign team never starts with missing access.
Key Features
What makes this template work as a professional deliverable.
- Account-level access capture
- Existing asset inventory with owners
- Brand constraints and approval chain
- Reporting cadence and channel preferences
- Fully editable per your stack
- Exportable to DAM or project tools
- Free to copy, customize and rebrand
Sample Questions Inside
A preview of collected fields — customize per agency stack.
- Client contact for each function (technical, creative, approvals)
- Analytics accounts — GA4 property ID, Adobe, Mixpanel
- Ad accounts — Google Ads CID, Meta Business Manager ID
- Content / CMS — login, host, current site map
- DAM location and existing asset owners
- Brand book / voice doc links
- Existing reporting cadence and who reads it
- Approval chain for creative and budget