I will build a client intake form with automated emails


About this gig
Need a clean, professional way to collect client information without chasing emails?
I will build a custom client intake form that collects everything you need in one go, confirms submissions automatically and gives your clients a smoother onboarding experience.
Here is how it works:
- Your client opens a clean, branded form on any device
- The form only shows questions that apply to them
- They get an instant confirmation email when they submit
- You get a notification with their answers
- If they stop halfway, a reminder email nudges them to finish
- Their details land in Google Sheets, your inbox or your CRM
I build in the tool that suits you: Jotform, Typeform, Tally, Fillout or Google Forms.
File uploads, e-signatures and payment fields can be added, plus a short handover note so you can edit the form yourself.
This gig is ideal for:
- Agencies
- Consultants
- Accountants
- Photographers
- Legal or document-based services
- Coaches
- Freelancers
- Service businesses
Send me your current questions, even a messy list, and I will turn them into a smooth form your clients actually complete.
Get to know Reynold
GoHighLevel Automation Specialist and AI Agent Engineer
- FromUnited States
- Member sinceDec 2024
Languages
English, Spanish
FAQ
Which form tool will you use?
Whichever one you already use. If you do not have one yet, I will suggest the best fit for your budget, from free options like Tally to paid ones like Jotform.
Can I collect payments or signatures in the form?
Yes. I can add Stripe or PayPal payment fields and e-signature blocks, depending on what your form tool supports.
Will the emails come from my own email address?
Yes. With your own domain connected, emails go out from your address and carry your name, so clients see them as coming from you.
