Client Forms
Forms
Send forms to clients, track responses
Total
5
Awaiting
2
Submitted
2
Drafts
1
| Form | Client | Status | Sent | Submitted | |
|---|---|---|---|---|---|
Website Onboarding Questionnaire Gather brand assets, copy preferences, and target audience i… | Derrick | Submitted | May 1, 2026 | May 2, 2026 | |
Website Revision Approval Review the revised homepage and confirm you're happy to proc… | Derrick | Awaiting | May 7, 2026 | — | |
CRM Automation Preferences Help us understand how you want your follow-up sequences to … | Ian | Submitted | May 4, 2026 | May 5, 2026 | |
Closebot Script Approval Review the Closebot conversation script before we go live.… | Megan | Awaiting | May 7, 2026 | — | |
New Client Intake Standard onboarding form for all new clients.… | Template | Draft | — | — |