Getting off the plane

Posted by & filed under Accountant, Bookkeeper.

Last week I was looking for a new onboarding and survey tool for Jetpack Workflow. I decided to review all the “typical” applications, namely google forms and survey monkey.

In the past, these have been our “go to” forms, but their lack of functionality and design also made me wonder if there was something better…

That’s when I stumbled upon TypeForm, which has the potentially to really “WOW” your new clients!

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Now, a caveat: If you’re requested sensitive information, I still highly recommend a client portal.

But for basic information, client survey, or a referral form, TypeForm is excellent!

Let’s dive into how this can be used for your firm.

Client Survey: 

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We highly recommend surveying your client base at least yearly, so you can determine if firm alignment, client alignment, and firm management are on track. Plus, you can weave in testimonials, market research questions, and even use the information to schedule upcoming meetings around specific questions or service options. Client and customer surveys are a great way to stay connect and continually improve your client relationships and service offerings.

Referral Forms:

This can be a very basic form, but have successfully delivery a high value consultation or engagement, why not ask for a referral? Using typeform, this can take a few minutes to set up, and can have a huge impact on your firm!

Basic Client On boarding:

Need to basic client information (note: I don’t recommend asking for sensitive information using typeform unless you have your own SSL certificate attached to it!)

BUT, if you need basic, client information, this could be a great system for retrieving it and have it on file.

Team Feedback:

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This might be one of the most overlooked areas in a firm… formal team feedback on the owner/partner, as well as formal reviews.  Typeform also provides template employee feedback forms, so you don’t have to reinvent the wheel (of course, if you want to start from scratch, you can). Just like we recommend have client/customer feedback sent at least yearly, having a 360 review as an owner/partner, or a formal employee review process is a great way to continue to improve your internal effectiveness and efficiency.


And the best part is, Typeform has many of these forms pre-built within their application… so you typically don’t have to start from scratch!

I have no affiliation with TypeForm, just think it’s a good tool to test out!

Here’s their link to learn more: http://www.typeform.com/

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