Business & clients form templates

Account cancellation request Handle subscription and service cancellations cleanly, with the date, the reason and what to do with the data. 25 questions · 3 pages Affiliate & influencer application Review creators for your affiliate or influencer program with their channels, audience and ideas in one place. 26 questions · 4 pages App development brief A three-page brief that turns a prospective client's app idea into something a development team can scope and estimate. 32 questions · 3 pages B2B customer onboarding checklist An online checklist account managers and customer success teams fill in to track each new business customer from kickoff to go-live. 30 questions · 4 pages Beta tester application Recruit the right beta testers: their devices, experience, what they'd use it for, time available and a confidentiality agreement. 21 questions · 4 pages Brand discovery questionnaire A branding questionnaire that helps designers understand a client's business, audience and personality before any sketches begin. 36 questions · 5 pages Bug report An online bug report form for software teams to capture reproducible, detailed issues from users and testers. 20 questions · 3 pages Channel deal registration A three-page form channel partners and resellers use to register an opportunity, so your channel team can check for conflicts and approve it. 28 questions · 3 pages Client intake A simple new-enquiry form for freelancers and small agencies to learn what a prospective client needs before the first call. 14 questions · 2 pages Client offboarding checklist A two-page checklist account managers complete when a client leaves, so files are handed over, access is shut off, the last invoice goes out and the reason is on record. 26 questions · 2 pages Complaint form A calm, structured way for customers to tell you what went wrong and what would put it right — every complaint filed as a PDF the moment it lands. 21 questions · 3 pages Consignment intake An online intake form for resale and consignment shops to record what a seller is bringing in, how it should be priced and how they want to be paid. 23 questions · 4 pages Contact details A quick, single-page way to collect or update someone's name, email, phone, address and how they'd like to be reached. 8 questions Copywriting brief A three-page brief that tells a copywriter what to write, who it's for, what it must say and who signs it off. 30 questions · 3 pages Credit card authorization A signed record of what a customer agreed you can charge, without full card numbers sitting in your files. 17 questions Custom order request A commission form for makers and small studios: what the customer wants, inspiration images, budget, deadline and delivery. 25 questions · 3 pages Customer advisory board application A three-page application for customers who want to join your advisory board, so you can choose a balanced group with the time and perspective you need. 25 questions · 3 pages Customer case study questionnaire Gather the story, the results and the permission you need to write a customer case study. 29 questions · 5 pages Customer health check A three-page health check customer success managers complete for an account, ending in an overall rating, renewal risk and a list of next actions. 29 questions · 3 pages Customer referral Let happy customers refer a friend or a business, with permission to contact them and a choice of thank-you. 21 questions · 3 pages Design proof approval Get a clear, signed decision on every proof: approved, approved with changes, or sent back for revision. 18 questions · 3 pages Device repair intake Book in phones, tablets and laptops at the counter with the fault, the damage already there, and exactly how far the customer has said you can go. 21 questions Equipment hire booking An online booking form for tool, plant and party hire businesses that captures the kit, the dates, the delivery site and the hire terms in one go. 28 questions · 4 pages Field sales visit report Log every customer visit from the road: who you met, what was discussed, what was ordered and what happens next. 32 questions · 4 pages Franchise inquiry Capture and qualify franchise leads with territory, investment range and experience on the first contact. 27 questions · 4 pages Franchise location audit A three-page audit area managers complete on site, rating a franchise location against brand standards and agreeing an action plan with the franchisee. 28 questions · 3 pages Gift card order Take gift card and voucher orders online, with every detail you need to send the right card to the right person. 18 questions Influencer collaboration application Let creators pitch your brand properly, with the numbers and ideas you need to pick the right partners. 30 questions · 2 pages Interior design questionnaire Learn a new client's rooms, style, budget and timeline before the first site visit. 31 questions · 4 pages Key account plan A three-page plan account managers fill in for each strategic customer, covering where the account stands, who matters, where it can grow and what happens each quarter. 31 questions · 3 pages Lost deal review Learn from every lost deal: what happened, why, how you compared and whether to try again. 24 questions · 3 pages Loyalty program sign-up A one-page rewards sign-up that's quick at the till, and clear about what customers have agreed to receive. 13 questions Marketing content request A marketing request form that turns "can you make us a flyer?" into a clear brief with an audience, message and deadline. 24 questions · 3 pages Meeting minutes Take clear minutes for any meeting: who was there, what was decided and who's doing what by when. 67 questions · 4 pages New supplier request A three-page form staff send to procurement before using a supplier the organisation hasn't worked with before. 31 questions · 3 pages New website questionnaire A web design questionnaire that gathers goals, pages, features, content and budget before you quote or start designing. 32 questions · 5 pages Newsletter sign-up A short, friendly subscribe form that asks people what they actually want to read, and how often. 9 questions Order change request Let customers ask to change an existing order — quantities, items, dates or address — in one clear request. 25 questions · 3 pages Order form Let customers place an order online, with delivery details and billing info, before you send the invoice. 31 questions · 3 pages Partnership inquiry A structured way for other organisations to pitch a partnership, sponsorship or collaboration idea to you. 20 questions · 2 pages Personal styling questionnaire A three-page questionnaire personal stylists and shoppers send new clients before the first session, covering how they live, what fits and what they want to change. 29 questions · 3 pages Photography client questionnaire A pre-shoot questionnaire so photographers arrive knowing the location, the people, the must-have shots and how the images will be used. 31 questions · 4 pages Planogram compliance check A three-page shelf check for store staff and merchandisers, with before and after photos, a compliance grid, gaps, pricing errors and the corrections made. 27 questions · 3 pages Podcast guest application Get better guest pitches, and spend less time chasing bios and headshots afterwards. 26 questions · 2 pages PPC campaign intake A three-page intake form that gives a paid search or paid social team everything it needs to plan a campaign before the kickoff call. 37 questions · 3 pages PR campaign brief A three-page brief for a PR agency or in-house communications team, from the news angle and spokespeople to the embargo and how success will be judged. 33 questions · 3 pages Press & media inquiry Give journalists one place to request an interview, comment or press kit — with the deadline up front. 28 questions · 3 pages Price match request Take price match requests with the proof attached, so staff can decide quickly and consistently. 27 questions · 3 pages Print order request Take print jobs with the full spec and the artwork in one go — no back-and-forth about paper and sizes. 34 questions · 4 pages Product demo request A demo request form that tells your sales team who's asking, what they want to see and when they can meet — before the first email. 26 questions · 3 pages Product registration Let customers register what they bought, with model, serial number and proof of purchase, so support and warranty claims start with the facts. 23 questions · 4 pages Product return request Let customers request a return, refund or exchange online, with everything you need to process it in one place. 20 questions · 3 pages Product sample request Take sample requests with everything you need to decide, pick and ship them. 31 questions · 3 pages Product waitlist sign-up Turn “sold out” and “coming soon” into a list of real customers waiting to buy. 12 questions Project brief Collect a clear, complete brief from a client before any creative or project work begins. 24 questions · 4 pages Project closeout report Close a project properly: what was delivered, what it cost, what you learned, and the client's signature. 32 questions · 5 pages Project status report A consistent weekly or monthly status report with RAG ratings, milestones, risks and the decisions you need. 30 questions · 5 pages Proposal acceptance A proposal acceptance form so clients can accept your quote, confirm billing details and sign — in one step. 27 questions · 3 pages Purchase requisition An online purchase requisition form so staff can request goods and services with the details finance needs to approve them. 42 questions · 4 pages Quarterly business review Record every client QBR the same way: results against goals, satisfaction, priorities, renewal outlook and agreed actions. 25 questions · 4 pages Quote request Collect everything you need to send an accurate quote, from one clear online form. 20 questions · 3 pages Sales discount approval A discount approval form that gives sales managers the deal value, the ask and the justification in one place. 23 questions · 3 pages Sales discovery call A discovery call questionnaire that helps sales reps capture a prospect's goals, pains and buying process in the same shape every time. 31 questions · 4 pages Sales forecast submission A short three-page form sales reps submit before each forecast call, so managers see commit, best case, deals and changes in the same format from everyone. 26 questions · 3 pages Sales lead capture A lead capture form for sales teams to record new prospects consistently — at events, after calls or from referrals. 27 questions · 4 pages SEO audit intake Onboard SEO clients with one form that gathers the website, markets, keywords, competitors, access and goals before the audit starts. 31 questions · 5 pages Service booking Take service and appointment booking requests online, with a preferred and alternative time in every submission. 19 questions · 2 pages Social media management intake Onboard social media clients with everything you need to plan content — channels, voice, pillars, approvals and what to report. 30 questions · 5 pages Sole source justification A three-page justification staff complete when they want to buy from one supplier without competing quotes, ready for procurement or a budget holder to review. 27 questions · 3 pages Store opening & closing checklist Make sure every shift opens and closes the same way — alarm, tills, floor and lock-up, signed off daily. 26 questions · 4 pages Subscription box preferences A three-page preference profile new subscribers fill in, so a subscription box business can tailor each box from the first delivery. 28 questions · 3 pages Supplier evaluation A structured scorecard for rating a supplier's performance and compliance over a review period, with a clear recommendation at the end. 20 questions · 4 pages Supplier quotation (RFQ response) An online RFQ response form that gets every supplier to quote in the same format, so you can compare like with like. 57 questions · 4 pages Support ticket Let customers report a problem online, with priority, description and screenshots captured in one clear submission. 17 questions · 2 pages Tailoring alteration order Write up every alteration at the counter, with measurements, dates and the agreed price, and have the customer sign before the garment goes on the rail. 27 questions Tender bid evaluation A three-page scoring form each panel member completes for each bid, with a conflict check, weighted criteria, evidence for every score and a signed declaration. 27 questions · 3 pages Test drive booking A three-page booking form car dealerships put on their website so customers can request a test drive and share trade-in and finance plans upfront. 32 questions · 3 pages Trade show exhibit planner A three-page planner for companies exhibiting at a trade show, from booth and goals to staff, shipping, graphics, lead capture and budget. 36 questions · 3 pages Trade-in valuation request Give accurate trade-in estimates without the customer walking in first. 19 questions Translation service request An online request form for translators and agencies to collect the files, languages, certification needs and deadline needed to quote a job. 28 questions · 3 pages Vendor information Onboard a new supplier with one clean form covering company details, contacts, payment information and compliance documents. 23 questions · 4 pages Video production brief Give your video producer a brief they can quote from, plan from and shoot from. 32 questions · 3 pages Warranty claim An online warranty claim form that collects proof of purchase, serial numbers, fault details and photos in one submission. 28 questions · 4 pages Website content collection A three-page form web designers send clients to gather every piece of text, every logo and every photo the new site needs. 30 questions · 3 pages Wholesale account application Vet new stockists before opening a wholesale account: business, store, tax details and expected orders. 29 questions · 4 pages