I need a Typeform / Intake Form Expert – Complex form architecture, funnel optimization & connecting to CRM


Question: Our team uses a very complex Typeform and we heard that you were an intake form expert, someone who can streamline a funnel. We also heard that you’re a business solutions architect who can help us streamline it.

Where we are at in the process:
– We use Typeform Professional and max out all of its capabilities (we use I believe every custom feature/capability).
– This is a live and deployed Typeform with daily uses that gets a lot of interaction daily.
– It has many, many properties that eventually become custom properties in our CRM.
– The Typeform uses hidden fields, including a version hidden field allowing us to have multiple versions in 1 typeform, threads together multiple typeforms ensuring data capture, etc.
– The Typeform uses complex logic trees that would take you some time to learn / be explained. Likely about a minimum of 1 hour to even understand it fully.
– We bolt our Typeform into our CRM
– Suffice it to say this will likely be one of the most complex Typeform/intake forms you’ve seen.

We’re hoping that you and your team have the following experience/skills:
– You’re experts in ideally all these things, but at the very least Typeform:
◦  Typeform or intake forms. You’ll have to have experience using at least the professional suite.
◦  funnel streamlining (typeform has great data on this)
◦  connecting them most effectively to a CRM.
◦  you have some experience with intake form architecture or systems architecture.
– you can communicate effectively in English (both in speaking and writing)
– You’ve built very complex intake forms for scale leveraging hidden fields, conditional logic, variables, etc.
– You would need to be able to think like an engineer – our typeform is complex and functionally is something that an engineer would need to study.
– You have a tinkerer’s mindset, are comfortable with experimentation to find the best answers through data.
– you’ve got some sense for users / consumer psychology / how people might think the way they do / what might be ambiguous or confuse a consumer and how that impacts an intake form and how questions are asked etc.
– Someone who can help us bolt this information into our CRM more efficiently/effectively.
– Someone who understands funnel analysis / conversion analysis. Typeform helps you see this data so this shouldn’t be hard to find – just they need to know how to act on it.
– ideally the person would be able to think for themselves based on prior experience w/ funnel analysis and have a business sense about them so they can execute on our goals.

Answer: The client asked for this to be answered privately. If you’ve got a similar question and need paid advice, get in touch.

About the author

Rich Peterson

I've spent the last 10 years planning, mapping & reimagining the processes of hundreds of SMBs. Whether the goal is more money, more time, more clarity or more customer smiles, my insightful process is worth every minute for my successful clients.
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