Coaches, agencies, consultants, and studios ask new clients the same questions every time. Describe your practice and Dashform builds the intake form, asks a follow-up when an answer is too short to use, and gives you each client's answers in one place before you meet.
"Goals: grow the business." A static form accepts it, and you spend the first call asking what that actually means.
Every new service or client type means copying an old form, editing fields by hand, and hoping nothing important was dropped.
Briefs come by email, logos by chat, and budgets on a call. Nothing sits next to the client's answers when you need it.
Say who you work with and what you need to know before a first session or kickoff. Dashform drafts the form; you edit and publish.
For example: "an intake form for a business coach working with founders, covering goals, current revenue, and what they've tried."
Dashform writes the questions, picks the right field types, adds file uploads where you need them, and branches by client type.
Keep a predictable step-by-step form, or switch to an AI Funnel that asks a follow-up when an answer is too thin to use.
Send the link with your welcome email or embed it on your site. Answers and files arrive together, ready to read before you meet.
Follow-up questions draw out the detail a one-line answer leaves out, so you don't spend the first call on basics.
Describe a new offer and get a matching intake form in minutes instead of rebuilding an old one field by field.
Answers, uploaded files, and contact details sit together in each reply, and can be sent on to your other tools.
In an AI Funnel, Dashform asks the next useful question when an answer is vague, the way you would on a call.
Collect briefs, brand assets, documents, or photos as part of the form, attached to the client's reply.
Clients can answer step by step, in a chat, or by voice, whichever is easier for them.
Add your logo and colors, and let clients answer in English, German, Spanish, French, Japanese, Korean, Portuguese, or Russian.
Describe who you work with, and Dashform drafts the questions and follow-ups for you to edit.
Free plan stays free · no card · no chatbot to babysit
