Business client intake form

There are a few ways to collect customer information—and most of the old-school ones are pretty time-consuming. We think a simple online form is the fastest, most efficient way to get the job done. Here’s why:

• There’s no need for back-and-forth emails or lengthy phone calls—forms cover everything in one single step, without taking up your team’s time
• With a form, you can gather as much or as little info as you need, so there’ll be no gaps in your records
• Typeform organizes your data logically, so you can export tidy spreadsheets, or integrate with tools for seamless data transfer

Absolutely. All forms provide an embed code that you can add to the HTML of your website. They’re web-responsive, so they’ll fit in with your site’s existing coding and style. They’re mobile-optimized too, which means your clients can complete the form on any device—they don’t have to be sitting at a computer to have a seamless experience.