Capture Better Information Before the First Call
Qualify leads and gather essential details with strategic intake forms. Reduce back-and-forth, improve lead quality, and prepare better for consultations.
Why it matters
Qualifies leads before you spend time on the phone, improving efficiency
Gathers essential project details upfront so you can prepare better estimates
Reduces phone tag by collecting information customers might not remember during a call
Filters out unqualified leads, saving time for both you and potential customers
Creates a paper trail of customer needs and preferences for better follow-up
What we implement
Strategic form placement at key conversion points throughout your website
Multi-step forms that break complex information gathering into manageable steps
Conditional logic that shows relevant fields based on previous answers
Form validation and error handling that guides users to complete submissions
Integration with your CRM or email system for automatic lead routing
Mobile-optimized forms that are easy to fill out on phones
Common mistakes
Making forms too long or asking for too much information upfront, causing abandonment
Not explaining why you need certain information, making customers hesitant to share
Using generic form builders that don't match your brand or website design
Not testing forms on mobile devices where most customers will fill them out
Failing to follow up on form submissions quickly, losing momentum and interest
Recommended paths
Frequently asked questions
How long should an intake form be?
It depends on your business needs, but shorter is usually better. We recommend starting with 3-5 essential questions and only asking for more if it's truly necessary. You can always gather additional information during the consultation. We use multi-step forms to make longer forms feel less overwhelming.
What information should I collect in an intake form?
Focus on information that helps you qualify the lead and prepare for the consultation. This might include project type, timeline, budget range, location, and specific needs or concerns. Avoid asking for information you can easily get during a phone call or consultation.
Can you integrate intake forms with my CRM?
Yes, we can integrate forms with most popular CRM systems and email marketing tools. Form submissions can automatically create leads, send notifications, and route to the right team member. This ensures no leads fall through the cracks and improves your follow-up process.
How do you reduce form abandonment?
We use several strategies: keep forms short and focused, use multi-step forms for longer forms, clearly explain why information is needed, optimize for mobile, and provide progress indicators. We also test different form lengths and field types to find what works best for your audience.
What about spam and fake submissions?
We implement spam protection including reCAPTCHA, honeypot fields, and rate limiting. We can also add additional verification steps if needed. Most modern form systems have built-in spam protection that catches the majority of fake submissions.
Can forms be customized to match my brand?
Absolutely. We design forms to match your website's design, brand colors, and style. Generic form builders often look out of place, but our custom forms feel like a natural part of your website and reinforce your brand identity.
Recommended next steps
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Ready to add intake forms to your website?
Let's discuss how this feature can help your business and build it into your website.