Jotform Setup Intake Form
Please provide your business and project details to get started with your Jotform setup.
Client Contact Information
Full Name
*
First Name
Last Name
Business Name
*
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Email Address
*
example@example.com
Business Website
Social Media Handles (e.g., Instagram, Facebook, LinkedIn)
Business Information
Industry
*
Brief Business Description
*
Target Audience
Current Systems or Tools Used (e.g., CRM, email marketing, scheduling)
Jotform Project Goals
What do you want to use Jotform for?
*
Type of Form Needed
*
Intake
Application
Payment Form
Contract/Agreement
Questionnaire
Booking
Lead Capture
Onboarding
Other
Do you need one form or multiple forms?
*
One form
Multiple forms
Not sure yet
What does success look like for this setup?
Branding Assets
Upload Logo
Upload a File
Drag and drop files here
Choose a file
Cancel
of
Upload Reference Documents (brand guidelines, sample forms, etc.)
Upload a File
Drag and drop files here
Choose a file
Cancel
of
Brand Colors (hex codes or descriptions)
Brand Style Notes (tone, imagery, fonts, etc.)
Jotform Account Setup
Do you already have a Jotform account?
*
Yes
No
Email to use for Jotform setup
*
example@example.com
Are you willing to pay for an upgraded Jotform plan if needed?
*
Yes
No
Unsure/Need guidance
If yes, which plan level are you considering?
Bronze
Silver
Gold
Enterprise
Need guidance
Functionality and Workflow Needs
Which of the following do you want included in your Jotform setup?
Payment collection
Appointment scheduling
File uploads
E-signature
Conditional logic
Email notifications
Auto responses
Redirect pages
Integrations with Google Sheets
Integrations with CRM
Integrations with Calendar
Automation needs
Other
Please describe any specific automation or workflow needs.
Content and Form Requirements
List the fields you know you want included in your form(s).
Any disclaimers or agreement language to include?
Preferred confirmation message (after form submission)
Links you want connected (e.g., terms, privacy policy, scheduling links)
Project Logistics
Ideal completion timeline
Would you like to schedule a strategy call after submitting this intake form?
Yes
No
Maybe, would like to discuss
Strategy calls will only be scheduled after the intake form is fully completed.
Any additional notes or information?
Submit Intake Form
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