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STATUS International Branding 

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STATUS International Branding Team

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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...

Why

 

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. 

 

Example

 

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. 

 

How-To

 

Here are some good screening questions:

Name

Location

Contact

Preferred Contact Method

Interested Products

Referral Contact

 

Business Application

 

Intake New Clients

Support Requests

Lead Generation

WORKSHEET/RESOURCE

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