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That time a client quote made me rethink our entire onboarding process
I was on a call last Tuesday with a new client from Austin, and she said 'I feel like I'm doing your job for you in these forms.' It hit me that our intake forms had 47 fields and asked for stuff like their grandmas maiden name for 'security reasons.' I redid the whole thing that weekend down to 12 fields and added a 5 minute walkthrough video instead. Has anyone else found that cutting form questions actually got them better client info?
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river1831d ago
More fields just means you're offloading your work onto them instead of earning your fee.
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schmidt.blake1d ago
Exactly. Had a roofing job last year where the contractor wanted me to fill out a ten page form just for an estimate. Things like my preferred nail spacing and underlayment overlap specs. That's literally their job to figure out. By the time you're done you've basically written the whole contract for them.
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