ChatGTP and other AI tools are great at helping you to create templates for forms, but when it comes to actually producing the form itself you’re on your own. This doc provides an overview of 4 ways to create usable forms for your business.

Option 1: Google Forms (Free & Easy) #

1. Go to forms.google.com.
2. Start a New Form
   Click on the Blank Form.

1. Name Your Form:
   At the top, enter a title like “Client Intake Form”.
2. Add Form Sections
   Use the Add section button (two rectangles icon) to organize your form into clear parts:
   • Contact Information
   • Brand & Project Details
   • Tools & Past Work
   • Preferences & Logistics
   • Upload Section
   • Terms & Acknowledgments
   • Signature
3. Insert Questions
   Use the plus (+) icon to add questions in each section. Choose appropriate types:
   • Short answer
   • Paragraph
   • Multiple choice
   • Checkboxes
4. Customize Theme
   Use the palette icon to choose brand colors, fonts, and optionally a header image.
5. Adjust Settings
   Click the gear icon to:
   • Collect email addresses
   • Control response permissions
   • Customize the confirmation message
6. Preview the Form
   Use the eye icon to see how the form appears to users.
7. Share or Embed

For a visual walkthrough, check out this video tutorial–
https://www.youtube.com/watch?v=Qi2KFoeMCZE

Option 2: Typeform (Stylish & Interactive) #

1. Log into Typeform
   Go to typeform.com and log in.
2. Create a New Form
   Click New typeform → choose “Start from scratch” or use a template.
3. Add Questions
   Use the plus (+) icon to add fields like:
   • Short text
   • Long text
   • Multiple choice
   • Yes/No
   • File upload
   • Statement (for section headers)
4. Use Statement Blocks for Structure
   These help segment the form by function: e.g., Welcome Message, Project Info, Terms, etc.
5. Add Logic Jumps (Optional)
   Use Logic to personalize which questions clients see based on previous answers.
6. Customize Design
   Go to the Design tab to adjust fonts, colors, and backgrounds.
7. Adjust Settings
   Enable email notifications, autoresponders, and integrations with tools like Google Sheets or Notion.
8. Preview the Form
   Click the eye icon to view it as a user.
9. Share the Form
   Share via link, embed it on your website, or use social share buttons.

For a visual walkthrough, check out this video tutorial-
https://www.youtube.com/watch?v=ol9yNROyeYI

Option 3: Jotform or Paperform (Versatile & Professional) #

1. Go to Jotform or Paperform.
2. Choose a template or start fresh.

3. Add each block from the workflow output (text fields, checkboxes, file uploads, signature).
4. Customize colors and fonts to match your brand.
5. Integrate with Google Drive, Notion, or CRMs if desired.

Option 4: PDF Fillable Form (Offline or Email-Based) #

Useful when working with clients who prefer attachments or offline formats.

• Open Word, Canva, or Adobe Acrobat.
• Copy-paste your final intake form sections and format them into a clean, readable layout.
• Add text fields, checkboxes, and signature fields (use Acrobat Pro for digital signatures).
• Export as fillable PDF and send to clients via email.

For a visual walkthrough, check out this video tutorial-
https://www.youtube.com/watch?v=CmDNosiuerM

Additional Tips #

• Use Templates: Both platforms offer customizable templates to speed up setup.
• Integrate Tools: Connect your form to Google Sheets, CRMs, or Slack for streamlined operations.
• Test Before Sharing: Fill out the form yourself or ask a colleague to check for issues.
• Automate Follow-Up: Consider linking your form responses to an automated email or onboarding system.