One line from the application through the screen and the interviews to the offer.
Applications land in a shared inbox, the CV is an attachment, and how far each one has got lives in somebody's head. Nobody can say who has seen what, so people wait too long for an answer.
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An application form for experienced hires. Ask which role they want and take their CV.
And you get these questions
- Full nameShort textRequired
- Email addressEmailRequired
- Phone numberPhone
- Role you are applying forMultiple choiceRequired
- Years of experienceNumber
- CV or resumeFile uploadRequired
- Why you want this roleLong text
How they line up after
AppliedScreeningFirst interviewFinal interviewOfferNot this time
What helps most here
- Uploads sit behind a sign in, so knowing the address is not enough to open them
- The record stays with each applicant, and each one has an owner
- Even the rejection goes from a saved template, and the send stays on record
Everything you need before the first call, gathered once and kept in one place.
The first exchange goes back and forth over email because half of what you need is missing. By the time the call happens, the details are scattered across a thread nobody else can read.
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A new client intake form for a consulting practice. Ask what they need, their budget and their timeline.
And you get these questions
- Full nameShort textRequired
- CompanyShort text
- Email addressEmailRequired
- What you need help withLong textRequired
- Budget rangeMultiple choice
- When you want to startDate
- Anything to go onFile upload
How they line up after
NewReviewingCall bookedProposal sentSignedNot a fit
What helps most here
- Required questions mean nothing arrives half filled in
- Everything one client has ever sent lines up under their contact
- Reply from the same screen, and see whether it was read
Take the history and the consent before they arrive, not in the waiting room.
Clipboards at the front desk, handwriting nobody can read, and the same details typed into the system a second time. Consent forms end up in a drawer where no one can find them.
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A patient intake form for a clinic. Ask for their history, medication and consent.
And you get these questions
- Full nameShort textRequired
- Date of birthDateRequired
- Email addressEmailRequired
- Reason for your visitLong textRequired
- Current medicationLong text
- AllergiesLong text
- Insurance cardFile upload
- I consent to treatmentYes / NoRequired
How they line up after
ReceivedReviewedBookedSeenFollow upDischarged
What helps most here
- The time it was submitted is kept, so you know when they agreed
- Uploads need a sign in, so the address alone will not open them
- Fields only your team sees hold anything the patient should not read
Signed before they turn up, and findable a year later.
Paper waivers get printed, signed, scanned and filed. When you actually need one, it takes twenty minutes to find, and half of them were never signed at all.
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A liability waiver for a fitness studio. Take the signature, an emergency contact and the date.
And you get these questions
- Full nameShort textRequired
- Date of birthDateRequired
- Email addressEmailRequired
- Emergency contactPhoneRequired
- Any medical conditions we should know aboutLong text
- I have read and accept the waiverYes / NoRequired
- I agree to photographs being usedYes / No
How they line up after
SignedSomething missingOn fileExpired
What helps most here
- The date and time of agreement stays on the record
- Spot who has not signed one, from the list
- Export the lot as CSV whenever your insurer asks
Take the sign up, send the reminder, and record who actually came.
Replies arrive by email and by text. The list for the day gets typed up the night before, dietary needs go missing, and afterwards nobody is sure who turned up.
Say this
A registration form for a workshop. Ask how they will attend, which session, and any dietary needs.
And you get these questions
- Full nameShort textRequired
- Email addressEmailRequired
- How you will attendMultiple choiceRequired
- Sessions you are joiningCheckboxes
- Dietary needsShort text
- Accessibility needsLong text
- Anything you want to ask beforehandLong text
How they line up after
RegisteredRemindedAttendedNo showCancelled
What helps most here
- The auto reply can carry a copy of what they entered
- Message everyone on the morning itself
- Mark attendance right in the list, and the totals follow
One question per screen is how people reach the end.
A long single page form gets closed half way. What you do collect sits in a spreadsheet, with no way to reach the one person whose answer worried you.
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A satisfaction survey after a purchase. A five point rating and room to write.
And you get these questions
- What you boughtDropdown
- How likely are you to recommend usRatingRequired
- How satisfied were you overallRatingRequired
- What workedLong text
- What could be betterLong text
- May we follow up with youYes / No
- Email addressEmail
How they line up after
NewReadNeeds a follow upHandled
What helps most here
- The respondent sees only the question in front of them
- Tag the answers worth returning to and filter on them later
- Write back to the people who asked you to, and only them
Qualify while they are still on the page, then follow up the same day.
A form that only takes a name and an email gives sales nothing to work with. The lead sits in an inbox until somebody remembers it.
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A demo request form for a B2B tool. Ask about company size and what they are trying to solve.
And you get these questions
- Full nameShort textRequired
- Work emailEmailRequired
- CompanyShort textRequired
- Company sizeDropdown
- What you are trying to solveLong text
- When you are looking to startMultiple choice
How they line up after
NewQualifiedDemo bookedIn conversationWonLost
What helps most here
- The moment one lands, Slack or Teams knows
- Tag by how far along they are, and decide who to chase first
- Opens and clicks on what you send are recorded
Take the times that suit them, and carry it through to confirming.
Bookings come by phone and by message, then get copied onto paper and into a calendar. You spot the clash on the day.
Say this
A booking form for a salon. Ask what they want and two dates that suit.
And you get these questions
- Full nameShort textRequired
- Email addressEmailRequired
- Phone numberPhone
- What you would likeMultiple choiceRequired
- First choice of dateDateRequired
- Second choice of dateDate
- Anything elseLong text
How they line up after
RequestedArrangingConfirmedCame inCancelled
What helps most here
- Confirm from a saved template, and the send stays on record
- Sort by date and the clashes show themselves
- What happened on the day goes in your internal fields
Ask for what you need up front and cut the back and forth.
An email that says only "can I have a quote", with no quantity and no date. Every question back costs another day.
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A quote request form for a print shop. Always ask quantity, deadline and budget.
And you get these questions
- Full nameShort textRequired
- CompanyShort text
- Email addressEmailRequired
- What you needLong textRequired
- QuantityNumberRequired
- When you need itDateRequired
- BudgetShort text
- Anything to go onFile upload
How they line up after
NewReading itQuote sentWonLost
What helps most here
- Mark them required and nothing arrives half filled in
- Give it an owner and watch how long the quote takes to go out
- Tag why you lost one
Take it in, keep them posted, and see it through.
Requests arrive by email and by phone, and every time somebody asks how it is going you go looking for whoever is handling it. Screenshots are buried in a mailbox.
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A support request form for a product. Ask for the version and a screenshot of the problem.
And you get these questions
- Full nameShort textRequired
- Email addressEmailRequired
- Product or versionShort text
- What is happeningLong textRequired
- How badly it is blocking youMultiple choice
- ScreenshotFile upload
How they line up after
NewIn progressWaiting on themResolvedClosed
What helps most here
- Every time the status moves, you can tell the customer
- Everything this customer has sent before lines up under their contact
- Screenshots are kept behind a sign in
Take the sign up, work out the rota, and stay in touch until the day.
Matching people to the days they can work is done by hand. When somebody drops out at the last minute, nobody knows who to ask.
Say this
A volunteer sign up form for an event. Ask which days they can do and what they would like to take on.
And you get these questions
- Full nameShort textRequired
- Email addressEmailRequired
- Phone numberPhone
- Days you can doCheckboxesRequired
- What you would like to doMultiple choice
- Have you volunteered beforeYes / No
- I consent to a background checkYes / NoRequired
- Emergency contactPhone
How they line up after
AppliedChecks doneAssignedTurned upWithdrawn
What helps most here
- Tag people by the days they can do, and filter when someone drops out
- Send the details only to the people you have placed
- The consent and the date it was given stay on the record
Take the pledge, and see the thank you and the receipt through.
The bank notice and the list of donors live apart, and matching them takes work. The thank you arrives late, which reads badly.
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A donation form for a charity. Ask the amount and whether they want a receipt.
And you get these questions
- Full nameShort textRequired
- Email addressEmailRequired
- AmountNumberRequired
- One off or monthlyMultiple choiceRequired
- Would you like a receiptYes / No
- May we publish your nameYes / No
- A message, if you likeLong text
How they line up after
PledgedPayment confirmedReceipt sentThanked
What helps most here
- Give payment its own stage so nothing slips past
- The thank you goes from a saved template, and the send stays on record
- Whether they want their name published stays with their answer
Take the application, approve it, and record them as a member.
Applications come on paper or by email while the roll lives in another sheet. Renewal dates and fees are not tied to it.
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A membership form for an association. Ask which category they fall into and where they work.
And you get these questions
- Full nameShort textRequired
- Email addressEmailRequired
- Membership categoryMultiple choiceRequired
- Where you workShort text
- Why you are joiningLong text
- I accept the rulesYes / NoRequired
How they line up after
AppliedUnder reviewAwaiting paymentMemberLapsed
What helps most here
- Bring your existing roll in as a CSV
- Keep membership numbers and payments in fields only your team sees
- Write to all your members from the same screen
Follow each student from signing up to starting to finishing.
Taking the sign up is easy. Checking payment, sending materials and saying when to start are separate jobs, so no two students are at the same point in the same way.
Say this
A trial lesson form for a language school. Ask which course and which days suit them.
And you get these questions
- Full nameShort textRequired
- Email addressEmailRequired
- Course you wantMultiple choiceRequired
- Days that suit youCheckboxes
- Have you studied beforeYes / No
- What you are aiming forLong text
How they line up after
EnquiredTrial bookedTrial doneEnrolledNot this time
What helps most here
- Notes stay with each student, so handovers take care of themselves
- Follow up after the trial from a saved template
- Tag why someone did not join and look back on it later
Move each order along, from taking it to sending it out.
Orders come by email and only the person handling one knows where it is. When the same customer orders again, last time's details are nowhere to hand.
Say this
An order form for custom merchandise. Ask the quantity and when they need it.
And you get these questions
- Full nameShort textRequired
- CompanyShort text
- Email addressEmailRequired
- What you want madeMultiple choiceRequired
- QuantityNumberRequired
- When you need itDate
- Your artworkFile upload
- Where to send itLong textRequired
How they line up after
OrderedPaidIn productionDispatchedCancelled
What helps most here
- Everything you have exchanged with a customer lines up in one place
- Send the confirmation from the same screen, and the time it went stays on record
- Export the CSV and hand it to your accounts or stock system
Gather what people think and compare it team by team.
Hand a spreadsheet round and everyone can tell who said what, so nobody says what they mean.
Say this
A staff survey about how people work. Ask the team, never the name.
And you get these questions
- Your teamDropdownRequired
- Years hereMultiple choice
- How rewarding the work isRating
- How you get on with people hereRating
- Do you see yourself stayingRating
- What has improvedLong text
- What should changeLong text
How they line up after
NewReadNeeds attentionHandled
What helps most here
- Leave the name out of the questions and nothing says who answered
- Filter by team and compare the averages
- Export the written answers as CSV and read them in one go
Not listed here? Say what you want in a sentence and you get a draft.