Forms and check-ins
Build the intake form, the weekly check-in and the questionnaire once. Answers land on the client profile rather than in your inbox.
Build it once
Questions, pages, the answers a reply depends on. Build the form you ask every new client and stop retyping it into a message thread.
Answers land on the profile
A completed form is part of the client record, not an email you have to find again. Spotter can read it and draft their first programme from what they said.
Check-ins on a schedule
Send the same check-in every week without sending it. Scheduled forms go out on their day, and the ones still waiting on a reply are a list rather than a worry.
Public, for people who are not clients yet
Put your application form on your public page. Somebody can apply, answer everything you need, and arrive as a client with their answers already filled in.
FAQs
Yes. Schedule it as part of a journey and it goes out on the week you chose.
Onto the client profile, with the rest of their record.
Yes. Put it on your public page and an application becomes a client.
Remove it from that client profile. The form itself stays in your library for everyone else.
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