Introducing Forms for coaching questionnaires, assessments, and more

As a coach, there are plenty of times you need to collect information from your clients.

Maybe it's a questionnaire to gather initial details from your new client. Or a monthly assessment to check on their progress. Or an interactive worksheet within a course. Or a survey to find out ways you can improve your coaching services and offerings.

In all of these cases, you want to make it easy for your clients to give you what you need. Good news: That's exactly what Clarityflow's Forms feature is here for.

With Forms, you can create and share questionnaires, assessments, quizzes, surveys, and more directly within Clarityflow—with no clunky workflows or external form builders required.

Let's take a closer look at what makes Forms such an incredible feature.

Easily customize forms to fit your needs

Clarityflow's form builder is simple and intuitive, but that doesn't mean it's basic. You can add a variety of content blocks to your form including:

• Text or rich text

• Dropdowns

• Radio buttons

• Checkboxes

• File uploads

• Static content (perfect for dropping instructions or context in the middle of your form)

You have the flexibility to create something that's completely customized to your (and your clients') needs—without tearing your hair out.

Seamlessly integrate forms into your coaching conversations

Just like everything else in Clarityflow, you can easily integrate your forms into your async conversations.

For example, want to check in on a client's progress using a quick assessment? Within your existing async coaching conversation, you can create a new message, select your form, and drop it into your conversation with just a click.

Your client will receive a notification so they can complete the form and submit their responses—without ever leaving the context of your coaching conversation.

Take control of your client experience

Within your form's settings, you have complete control over your client experience.

You can decide whether you want them to go through an onboarding flow (and, of course, you can customize their onboarding steps).

You can also choose where your client should land after they've submitted their form—such as leading them to a brand new conversation, keeping them in an existing one, or redirecting them to a page on your own website. It's a smooth and streamlined experience for you and your coaching clients.

That's just the tip of the iceberg on everything you can do with Clarityflow Forms. From customizing more of your form content to using form submissions as a trigger with our Zapier integration, Forms is a powerful feature that makes your forms a seamless part of your coaching relationships—rather than a pesky disruption.

Want to see firsthand everything you can do? Build your first Clarityflow Form today!