One Form Set Up

WHAT IT IS

A complete guide to building intake forms, registration forms, and discovery call systems for small business clients — the foundational tool that captures client information and feeds everything else.

WHO IT'S FOR

Anyone ready to start offering client experience services, and VAs whose clients are collecting information via DM, text, or email and losing track of it.

WHAT'S INSIDE

• The difference between intake, registration, and discovery call forms
• Step-by-step form build using Google Forms (free) and Typeform
• The exact fields every intake form needs — and the ones to leave out
• How to connect forms to a CRM, Google Sheet, and email automation
• Conditional logic: showing different questions based on previous answers
• Designing forms that feel on-brand, not generic

AFTER THIS GUIDE, YOU'LL BE ABLE TO:

• Build and deliver a professional intake form system for any client
• Connect forms to CRM, email automation, and Drive automatically
• Offer form setup as a standalone service or part of a broader package