Client Consultation Form Template

You can easily ensure smooth client consultation processes using this client consultation form template. And how? Well, that’s how we’ve designed it for you. With its cool features and functionality, you won’t have to worry about contacting each of your clients and gathering information about their requirements. Let’s take a look at some of these features, shall we?

Multiple Share Options

Each of your clients might be different, and so will their tastes and preferences. While some of them would want their consultation forms to be shared through SMS, some of them would prefer email. Some would even prefer seeing it on your website when they visit. Say hello to omnichannel sharing, wherein you can share your forms easily through SMS, email, website embeds, and more. You could choose to place a QR code at your reception or any other place where your audience hangs out. You can also bring in all your clients to a single portal and then share the consultation forms there. Choose one channel or combine the power of all channels and ease exit processes.

Device Compatible

Give your clients maximum flexibility through device-friendly form sharing. Allow your clients to view and fill their consultation forms from the device of their choice. Be it from their work laptop, personal computer, tablet, or even smartphone, SurveySparrow has you well-connected to your clients, literally! This way, your clients can complete the forms when they’re in the office, at home, or even while traveling. This helps you enhance response and completion rates, at the same time helping you with adequate documentation. Scroll above and look at our consulting client intake form template to know how we do this. We’re sure you and your clients are going to love it.

Customizations

One of the most effective ways to create better consultation forms is to personalize them to each client’s needs. Use themes or create a form from scratch. With SurveySparrow, you can create surveys that are tailored to the needs of each client, allowing you to ask relevant questions and get the most insightful responses. Using conditional logic, you can create more sophisticated forms. For example, if a client indicates that they are interested in a particular service, you can show them follow-up questions that are relevant to that service. Bring in multimedia elements such as images and videos into your consultation forms to make them more engaging and effective.

White-labeling

As a consulting agency or any other service provider, it is crucial that you stand out from the rest of the crowd by all means. One way to grab the attention of your clients is by sharing with them completely end-to-end white-labeled forms. Add your logo to your consultation forms, bring in your own fonts, and use your colors and color palettes. You can even use favicons and host the forms on your own custom domain. For a quick preview, look at our consultation form template above, and you’ll know what we’re talking about.

Advanced Question Types

Asking your clients the right questions is crucial in order to start serving them better. With this consultation questionnaire, you can collect all the necessary information from your client and ensure you have everything to start helping them outright. Use picture choice questions, contact forms, multiple choice, dropdown, and more. Text questions come with voice transcription and sentiment analysis capabilities. You can also let your client book an appointment easily using the date question type. You can easily rearrange the questions in the drag-and-drop builder.