--- title: Templates - Reusable Onboarding Workflows in Kenly description: Create, use, and share form templates and onboarding workflows to speed up client setup in Kenly. keywords: templates, form templates, workflow templates, reusable forms, template library ---

Templates

📚 In This Section

🟢 Getting Started

• Template Library — Browse pre-built templates
• Create Template — Turn forms into reusable templates

🟡 Advanced Features

• Share Templates — Share with team or export for other organizations
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Quick Overview

What Are Templates in Kenly?

Templates let you:
• Save forms as reusable templates
• Start new clients with proven workflows
• Share templates with team members
• Build a library of onboarding sequences
• Maintain consistency across clients

Key Features

✅ Pre-built library — Common agency forms ready to use ✅ Custom templates — Save your own forms ✅ One-click creation — Start new forms from templates ✅ Team sharing — Templates available to all members ✅ Template categories — Organize by use case ---

Built-In Template Categories

Marketing Agency

• Client intake questionnaire
• Brand guidelines form
• Social media access checklist
• Campaign brief template

Design Studio

• Project brief template
• Brand identity questionnaire
• Website requirements form
• Design feedback form

SEO Agency

• SEO audit intake
• Keyword research form
• Technical requirements checklist
• Content strategy template

General Business

• Basic client information
• Project scope form
• File collection checklist
• NDA agreement
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When to Use Templates

For New Clients:
• Start with proven forms
• Ensure you ask all necessary questions
• Maintain professional consistency
For Recurring Services:
• Monthly retainer kickoffs
• Quarterly strategy reviews
• Annual audits
For Team Scaling:
• Onboard new team members faster
• Standardize processes
• Reduce training time
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Popular Tasks

• Browse template library
• Create your first template
• Use a template for new client
• Share template with team
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What's Next?

• Explore template library 🟢
• Create custom template 🟢
• Share templates 🟡