Agency
Running forms across client sites: handoff, maintenance and the setup that scales.
3 articles
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Client Onboarding Questionnaire: What to Ask, When, and What to Leave Out
A client onboarding questionnaire for agencies, consultants and service businesses: the 24 questions worth asking after the contract, the ones that belong on the first form instead, and how to send it so it gets filled in.
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Client Intake Form Examples for Agencies and Consultants
Build a client intake form that collects scope, access, budget, timing, files, and approval details before the first project meeting.
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Forms for agencies: handing off to clients
How to set up form submissions so your agency clients can manage their own leads, without giving them WordPress admin access. The full pattern.
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Stop reading. Ship a form.
All these notes are from running Core Forms on real client sites.
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