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.