We won’t try to convince you that Moxie’s forms are svelte and sexy. They’re not. They’re sensible and beneficial like Honda Accords—and vegetables. Create as many as you want. Save them as templates. Embed one on your website as a project inquiry form. Go wild.
If time is money, that means efficiency is an ATM. It’s easy to forget an important question in a call or email thread—and do you really want more of either?—so use forms to cut out manual back-and-forth with clients.
You’ll waste less time without negatively affecting client experience.
Doctors, mechanics, and plumbers have diagnostic tests. Creatives and consultants should too. The right forms streamline onboarding, position you as an expert, and help you pull out the insights needed to write strong proposals.
In a Moxie’s agreement, you can combine forms and questionnaires with schedulers, contracts, signatures, and payment processing to create a complete—and pretty snazzy— onboarding experience. Save it as a template and take a client from “barely know you” to “biggest fan” with a single link.
Moxie’s forms work in tandem with the other features.
Combine them with an email templates to help with initial client discovery.
Connect one to your meeting scheduler so you always go in prepared.
Add one form to your proposal to kickstart the onboarding experience
Best of all, keep all that info in Moxie without so much as a “copy paste.”
