Use Forms To Collect Client Information in Your Business
Use Forms To Collect Client Information in Your Business
Forms enable you to collect any kind of information and data about your leads or clients in your business, in a way that can help you deliver more customised marketing campaigns, or provide your services.
For example, when a client books any of my ‘done for you’ Course Creation Services, they immediately get sent an ‘Onboarding Form’ by my system in Tekmatix.
This will gather up all of the information I need to start their course creation project for them - and all of their data and any files they uploaded to the form, then gets stored in their client record in the Tekmatix CRM.
When they submit that form, an automation then fires off which gets the project underway.
It’s sooooo much more effective than emailing back and forth and creates a much better customer experience.
You can also use forms for people to opt in to your email list, get the registration link to free webinars, get quotes for your services and so much more!
Are you using forms effectively in your business to create better customer experiences and build your email list?
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WANT SOME HELP CREATING YOUR OWN AMAZING ONLINE COURSES?
Here are 5 ways that I can help you create and publish your online courses:
1. FREE Course Creation Starter Kit and business building resources: www.sarahcordiner.com/free-stuff
2. My 'Edupreneur Academy': www.sarahcordiner.com/academy
3. Group Coaching: www.sarahcordiner.com/c2c
4. I can help you create your course and set up your tech FOR you: www.sarahcordiner.com/services
5. Private call with me: www.sarahcordiner.com/booking
You can also email me on [email protected].
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