Agency · USA
Multi-step intake forms that qualify leads
An agency lost leads in one long, generic form and got briefs too vague to quote. The brief: a multi-step intake engine with tailored forms that route straight to their CRM.
Form completion
+63%
vs old form
Qualified leads
+41%
better briefs
Forms by service
7
tailored
Time to first reply
−52%
faster
Form completion funnel
% reaching each step
Submissions per week
form submissions
◆ Findings
- One long form scared people off before they finished.
- Generic questions produced briefs that were too vague to quote.
- Leads landed in an inbox with no structure for follow-up.
✓ What we did
- Built seven adaptive forms — site, store, server, SEO, bot, software, data.
- Added inline validation and a progress bar so users finish.
- Routed submissions straight into the CRM with the full brief attached.
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