How to Create the 'Perfect' Onboarding Form for Your Agency

[@Fluxomate]

Unlock the resources from this video & access our exclusive 'Scale-Proof Roadmap' to build scale-proof systems in our FREE community→ www.skool.com/scaleproof-agency-hub-5323/about

[@ClientSuccessMedia]

23 minutes of valuable content! Love this concept and the thorough step by step!

[@Fluxomate]

🙏🙏🙏

[@epokaixyz]

Consider this your cheat sheet for applying the video's advice: 1. Understand the importance of a client onboarding form to gather information, set expectations, and build a connection. 2. Ask for essential project details like goals, pain points, and expectations. 3. Gather client insights such as interests, communication preferences, and aspirations. 4. Emphasize the value of the onboarding form and incentivize completion. 5. Follow up strategically using automated emails and personalized reminders. 6. Take action on the information provided and personalize your approach. 7. Consider using interactive forms and personality tests to enhance the onboarding experience. 8. Explore tools like Typeform, Jotform, Dubsado, and Honeybook to streamline the process.

[@Fluxomate]

Thank you for this!