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Today, I walk you through using Typeform for creating customized intake forms to gather essential information for tailored design services. We delve into the process of collecting client preferences, creating personalized design styles, and streamlining communication.

Creating Customized Intake Forms Using Typeform

Objective

The objective of this SOP is to guide the creation of customized intake forms using Typeform to collect essential information from clients for design projects.

1. Introduction

- Introduction to the AI-infused workflow week in December.

- Focus on using questionnaires for designers and service-based industries.

2. Background on Using Questionnaires

- Importance of collecting information online since 2016.

- Explanation of the system created to capture and repurpose information.

3. Types of Questionnaires

- Discussion on the choice between digital intake forms and in-person conversations.

- Importance of collecting information before client meetings.

4. Customized Intake Forms

- Importance of creating customized intake forms for different services.

- Examples of different levels of questionnaires based on services offered.

5. Using Typeform for Questionnaires

- Introduction to Typeform as a tool for creating engaging forms and questionnaires.

- Mention of other tools like Google Forms and Chat GPT for creating forms.

6. Creating Questionnaires with Typeform

- Walkthrough of creating questionnaires with Typeform.

- Explanation of different features and options available within Typeform.

7. Using Chat GPT for Question Creation

- Introduction to using Chat GPT to generate questions for questionnaires.

- Importance of tailoring questions to specific business goals and client needs.

8. Creating Mood Boards and Style Prompts

- Using Chat GPT to create mood board prompts and style suggestions.

- Importance of disclosing AI-generated images and prompts.

9. Customizing Questionnaires with AI

- Discussion on customizing questionnaires with AI-generated questions.

- Explanation of how AI can streamline the questionnaire creation process.

10. Sharing and Embedding Questionnaires

- Overview of sharing and embedding questionnaires in emails, websites, and other platforms.

- Explanation of how to collect and analyze responses from questionnaires.

11. Custom Workflow with Zapier

- Introduction to creating custom workflows with Zapier.

- Explanation of how to automate processes based on questionnaire responses.

12. Conclusion

- Importance of using questionnaires for client onboarding and information collection.

- Recommendations for maximizing the use of tools like Typeform for various purposes.

Key Steps

1. Start a New Form: Begin by creating a new form in Typeform.

2. Import or Create Questions: Import questions from Chat GPT or create new questions tailored to your business goals and client needs.

3. Customize Form Elements: Add form elements such as short answer questions, multiple-choice questions, drop-down menus, etc.

4. Utilize Logic and Clarify with AI: Use logic to create conditional pathways based on responses and utilize Clarify with AI for follow-up questions.

5. Design and Customize: Set the design of the form, including branding, images, videos, and other elements.

6. Share and Embed: Share the form via email, embed it on a webpage, or use it as a pop-up on your website.

7. Collect Responses: Monitor responses, download data, and analyze insights to inform design decisions.

Cautionary Notes

- Ensure that questions are clear and relevant to gather accurate information.

- Check the form layout and design for consistency and user-friendliness.

- Test the form functionality to ensure all elements are working correctly.

Tips for Efficiency

- Use AI-generated questions from Chat GPT to streamline the form creation process.

- Customize the form with branding elements and design features to enhance user experience.

- Utilize Zapier for automation and integration with other tools for seamless workflow management.