Finding the balance between "customized for your exact project" and "generic time-waster" for your onboarding forms can be reallllly tough.
You don't want to add hours of work making your onboarding forms perfect. But you do want your clients to feel confident in their choice & like they're one-of-a-kind.
And it all starts with a flexible onboarding form that asks the right questions, is easily updated, and has the ability to change depending on the client, project, or your process.
If you're anything like *ahem* (nearly) every service provider out there, you're going to do one of two things:
1) spend a bunch of time & effort creating, customizing, & sending a unique onboarding form for your new client
2) Send over a generic form that doesn't really get you the information you need—which wastes your client's time & yours, since you'll have to ask a bunch of questions on the kick-off call
Nope! I use Tally.so (affiliate link). It's super powerful and packed with features...plus, it's free!
While I do pay for some extra features, you can recreate my exact onboarding forms with the free version.
It'll take you an hour or two to set up your onboarding form, but after that, no!
There are a few minor adjustments you can make as you have clients come back to work with you again, but those adjustments take less than five minutes to implement (and I'll show you exactly how to do it).
Because you'll be a unicorn service provider with a fancy onboarding form...get it?!
Also, I just like unicorns. Sue me.
No problem! Please send me a message in the chat box on this page, & I'll get back to you via email shortly.
You might have to play around with Tally for a bit to make your forms perfect, but that's true for *any* new tool. There's no inherent level of tech-saviness required to make a magical onboarding form, pinky swear!
Plus, you're welcome to message me during Voxer Office Hours or leave a comment on the course lessons if you're really stuck.