Discovery forms
2 waiting on clients · 15 completed
Short questionnaires clients fill in before you write a proposal, so you start with what they want.How it works
- Website form: their business, goals, styles they like and logo files, ready for concepts and the proposal.
- SEO form: their services, areas and budget. When it comes back, a task is added to send their site health check within 24 hours.
- Forms filled in straight from our website (marked From our website) add the business as a new lead for you.
How a discovery form runs
- 1SendFrom a deal, client or project, or the Send a form button. It goes from your Gmail, or you copy the link.
- 2They fill it inOn a private page that saves as they go, so they can stop and come back.
- 3Nudged if quietIf it stalls, a reminder is drafted in Chasers for you to send.
- 4Answers arriveYou get an alert, the deal moves on, and the answers sit on their record.
- Kingsway RemovalsWebsitesent 25 Oct · completed 28 Oct100%complete
- Sterling LettingsWebsitesent 25 Oct · completed 6d ago100%complete
- Hollis & Grant ArchitectsWebsitesent 24 Oct · completed 29 Oct100%complete
- Juniper Wellness ClinicWebsitesent 21 Oct · completed 29 Oct100%complete
- Little Acorns Day NurseryWebsitesent 19 Oct · completed 28 Oct100%complete
- Blue Door DentalWebsitesent 17 Oct · completed 23 Oct100%complete
- Ardent EngineeringWebsitesent 15 Oct · completed 25 Oct100%complete
- Penrose Property MaintenanceWebsitesent 11 Oct · completed 22 Oct100%complete
Demo Studio. Every client and number here is made up. Click anything; nothing is sent and it resets.See Meadowcroft Builders's client portal