STEP 16: Auto Screening Potential Buyers
Objective: Empower with Intake Form Why Intake forms collect information prior to physical contact. Forms capture an individual’s contact information and in...
Intake forms collect information prior to physical contact.
Forms capture an individual’s contact information and intent, which assists in speedy decision making on the backend.
Forms are a source of data collection to help with future analyses.
Forms also encourage immediate action with the option to book a time slot in your calendar to avoid the traditional back and forth.
Your form should answer, “Who are you?”, “Why do you need me?”, and “How should we communicate?”
There should be no more than 10 questions on a form to avoid the user losing interest (5 questions is best).
These questions should not ask for sensitive information.
Stripe Payment Processing
Stripe is the new payment processor built to ease payment processing pains and create a more seamless buying experience using a modified verification process.
The standard payment form asks for a person’s name, address, card number, etc. to verify a person’s identity.
The standard intake fields result in unfinished forms, incorrect information, and a lengthy process for the users.
Stripe, however, only asks for a customer’s name, expiration date, and security code.
They collect only as much information as needed to create the payment connection, which creates a customer-centric process rooted in speed and utility.
Here are some good screening questions:
Preferred Contact Method
Intake New Clients