Beginner

New Client Onboarding Questionnaire

Gathers essential information from new clients to establish their financial profile and investment goals.

5 Questions

onboardingfinancial planningclient intake

Use This Template

What Can You Do with New Client Onboarding Questionnaire?

Take your form experience to the next level with these powerful features included with this template.

Drag & Drop Builder

Build stunning forms with our intuitive no-code editor.

Full Customization

Match every form to your brand with custom colors, logos, and themes.

AI Video Insights

AI automatically analyzes responses to surface patterns and trends.

Multi-language

Reach global audiences with automatic translation to 100 languages.

Integrations

Connect with Zapier, Make, Webhook, n8n and your favorite tools.

Video Recording

Capture authentic video feedback for richer, more personal insights.

What's Inside

Explore all the questions and features included in this template.

ContactInfo

Your Contact Information

First NameLast NameEmailPhone

Dropdown*

What is your approximate annual household income range?

Less than $50,000$50,000 - $100,000$100,001 - $250,000More than $250,000

Rating*

How would you describe your current investment risk tolerance?

MultipleChoice*

What are your primary investment goals? (Select all that apply)

Retirement PlanningEducation FundingWealth AccumulationMajor Purchase (e.g., home, car)Debt ReductionEstate Planning

MultipleChoice*

Have you worked with a financial planner or advisor before?

YesNo

How It Works

Collect → Analyze → Act

Turn this template into a powerful feedback engine in 3 simple steps.

Customize & Share

Brand it with your colors and logo. Share via link, embed, or QR code.

Collect Responses

Receive video, voice, and text responses with automatic transcription.

AI Analyzes & Routes

AI summarizes insights. Webhook & Zapier routes data to your CRM.

Integrations

Zapier

Webhook

Make

Embed

API

About the New Client Onboarding Questionnaire Template

This template gives you a head start with pre-built questions designed for your use case. Customize the copy, add your logo, and publish. Ready in under 2 minutes.

5 pre-built questions, ready to customize in minutes.
AI transcription, summaries and keywords on every video and voice answer.
Integrates with Zapier, Make.com, Webhooks, and 500+ tools.

Every RecRam template supports video and voice responses, conditional logic, AI transcripts and summaries, and integration with 500+ tools via Zapier, Make.com, and Webhook. Try it free for 28 days, no credit card required.

Frequently Asked Questions

Common questions and answers about the New Client Onboarding Questionnaire template.

How do I use the New Client Onboarding Questionnaire template?

Start a free RecRam trial, select the "New Client Onboarding Questionnaire" template, customize it to match your brand, and share it. Ready in under 2 minutes.

Can respondents fill this form on mobile?

Yes, all RecRam forms are 100% mobile responsive. Respondents can complete the form on any device without downloading an app.

What does RecRam's AI do with responses?

RecRam's AI transcribes video and voice responses and gives each one a summary, keywords and the tone of the text. It works on what people said and never makes decisions about them; your team reviews the responses.

What tools can I export responses to?

With Zapier, Make.com, n8n, and Webhook integrations, you can send responses to your CRM, Google Sheets, Slack, or any tool your team uses.