A client request form is used to gather information from clients about their specific needs or requests. It typically includes fields for the client to provide details about the service or product they're interested in, any specific requirements, and their contact information. This helps you streamline communication, make sure you're meeting the client's needs, and collect everything you need before starting a project or service. Here's how to create one.

Creating a Client Request Form

Begin by navigating to the Forms section of your account and selecting the option to create a new form.

You can either build your form from scratch or choose from a range of available templates. In this guide, we'll focus on building from scratch.

Next, rename your form so it's easy to identify. Click the pencil icon beside the form name in the upper panel, then update the name as needed.

Styling Your Form

Under the 'Styles' tab, you can change the form's layout, colours, and background. You can also toggle the agency branding on or off.

If needed, switch to the Themes tab to change the form's appearance.

Customising Form Settings

In the 'Settings' tab, you can configure the on-submit actions, integrate a Facebook pixel ID for tracking, and decide whether to enable sticky contact, which keeps the user's information for future reference. You can also adjust other form settings, such as enabling GDPR Compliant Fonts and capturing the Contact Timezone.

Adding Fields

The four most crucial fields to include are: First Name, Last Name, Phone Number, and Email. These fields are vital for basic attendee information. Once added, make sure they are marked as required to capture essential contact details.

Next, head to the Custom Fields section to add questions specific to the products and services you offer. You can use existing custom fields or create new ones. Make sure you select the appropriate field type to capture responses effectively.

Here are some examples of fields to include:

  • Which service/product are you interested in?
  • What are your goals or expectations for this service?
  • What are the most important factors to you (quality, cost, timing, etc.)?
  • Do you have any examples or references that could help us understand your vision?
  • What is your preferred location for the service to be provided? (for in-person services)
  • How did you hear about us?
  • Would you like to book a call to discuss any questions or concerns you may have?
  • Is there anything else we should know to better serve you?

📌Note: These questions can be tailored to suit your business needs.

Remember to add a submission button at the bottom of the form. This button is customisable in terms of colour, text, width, and more.

Once you've added all the required fields, you can configure conditional logic and set up notifications to alert you when a response comes in.

With everything configured, save the form and integrate it with your tools to meet your clients' needs.

Frequently Asked Questions

Q: What happens after the form is submitted?

  • Once the client submits the form, you'll receive the information they've provided, and depending on your setup, you may also receive automatic notifications. This lets you follow up with the client promptly about their request.

Q: What types of questions should I include on a client request form?

  • Your questions should focus on gathering essential information such as client details, service or product requirements, budget, and deadlines. Custom questions can be added to address specific needs, like preferred service features or location preferences.