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Onboarding form

Just hired Instfy? Tell us your points of contact, communication, access and billing so we can start with everything organized.

This form goes with the I just hired Instfy guide. With it we define who takes part, how we will communicate, what we will need to access and the billing details, before the kickoff.

⏱ Estimated time: about 15 minutes
  1. 1Your details
  2. 2Engagement
  3. 3People and decisions
  4. 4Communication and schedule
  5. 5Materials and access
  6. 6Billing
  7. 7Review and submit
Step 1 of 7Your details

So we can send your copy and get back to you.

Frequently asked questions

When should I fill it in?

Right after hiring Instfy and before the kickoff. That way the first meeting starts with the essentials defined.

How do I share system access?

List only the system names. Credentials are arranged through a secure channel, never through this form or by email.

Who receives the answers?

You receive a copy by email and the Instfy team receives another at onboarding@instfy.com.

Next steps

Updated on 2026-10-07. Found something outdated? Write to relationship@instfy.com.