My secret weapon: go WILD with forms
FORMS! One of the most underrated tools available to your business.
Why am I so wild about forms?
They make you look official and professional
They ensure you are receiving the same, consistent information every time
They save you an incredible amount of time (no more back and forth)
They set boundaries for you - ensuring that you collect the information you need before allowing someone to enter the next step or phase with you
They aggregate information for you
They create a better experience for your customer
What can you use forms for? EVERYTHING!
Here are just a few examples:
Collecting information before moving to a next step
Applying to work with you / sign up for your course
Collecting consistent information for projects internally
Surveys for market research
Feedback from a customer
Submit a request for a project or task
Screening job applicants
Waivers for an event
Screening potential roommates or tenants
Collecting information from volunteers or employees
The sky is the limit!!
There are two programs that I use most frequently for forms:
This is free and super customizable! You can brand it to your company's colors, add your logo, and format the questions in so many different ways. There are also third-party extensions and add ons.
I am obsessed with Acuity. It is one of my favorite tools and the impact it has on businesses is massive. Acuity has an option to attach an intake form to your scheduler. That means you can collect all of the important information from someone before they schedule with you.
Typeform ain't cheap but it sure does look beautiful! Typeform also has a lot of customization and extra features that Google Forms doesn't.