Service — Convert & book leads
Forms & Surveys
Quote forms, intake forms, surveys.
Smart forms qualify leads, collect the right info up front, and route every submission automatically. No more chasing customers for details before you can quote.
Why this exists.
Your current form has three fields — name, email, message. Every submission means a 10-minute phone call to get the details you actually needed up front. Twenty quotes a week is sixteen hours a month spent on intake calls before you’ve even quoted anything.
Or you tried a fancier form on Typeform or JotForm. It looks great. It also doesn’t talk to your CRM. Submissions go to an inbox. There’s no auto-confirmation, no routing, no follow-up workflow. The form does the easy part and leaves you the hard part.
Forms & Surveys is the intake layer wired straight into your CRM. Multi-step quote forms with conditional logic, photo uploads for trades, auto-routing to the right rep, instant confirmation messaging, and review-request surveys for finished jobs. Forms that answer for you.
What you get.
Every Forms & Surveys engagement includes the following. Custom additions scoped on top if your operation needs them.
- Custom intake / quote-request forms — multi-step, conditional logic
- Photo and file uploads (great for trades — show the problem)
- Auto-routing — submissions go to the right rep or pipeline stage
- Instant confirmation + next-step messaging
- Embeddable on your website, shareable as a link, or QR code
- Customer feedback / NPS surveys with automated review-request follow-up
- Submission analytics — what’s converting, what’s getting abandoned
Why us for Forms & Surveys.
We run Forms & Surveys (or its equivalent) inside our own business. That’s the standard.
We don’t sell systems we haven’t deployed. The Forms & Surveys setup we use ourselves is what we ship to clients — same quality, same conventions, same handoff materials.
No lock-in.
Run it in your own GoHighLevel account and you own the build outright. Prefer that we host and manage it? It runs on our platform — and either way, your contacts and pipeline data are always yours to export. No lock-in, no hostage situation.
Honest pricing.
Starting at $297. Quoted to your specifics. We don’t force a higher tier when a lower one fits, and we don’t undercut the quote and then come back for change orders.
Florida-based. Real person. Real place.
Brevard County office. Anthony picks up the phone. Eight years building service-business systems. Five-point-zero on Google.
We teach. We don’t hide the work.
Forms & Surveys ships with a walkthrough video, a written guide, and a Loom of how to operate it. You learn how it runs, not just that it runs.
What this looks like working.
$297 / form
Starting per form. Often bundled into a pipeline or website build.
16 hours/month
Typical time recovered when a quote form replaces 10-minute intake calls across 20 quotes/week.
48 hours
Mockup turnaround on your first quote form after kickoff.
“They built a system for us that runs whether we’re paying attention or not. Leads get answered, appointments get booked, reviews come in. We stopped losing the ones we used to lose.”
Verified client reviewGoogle · 5.0
Questions about Forms & Surveys.
How is this different from Typeform or JotForm?
Those tools handle the form. They don’t handle what happens after. Ours includes conditional logic + CRM hand-off + automated follow-up out of the box. The competitors require you to wire all that yourself or pay for separate Zaps.
Can the form handle photo uploads?
Yes. Great for trades — customer takes a photo of the problem, you see it before you quote. Files attach to the contact record in your CRM.
What if I need different forms for different services?
Each form is custom-built to the use case. Multi-step intake for quotes. Single-step for newsletter signups. Conditional logic for forms that branch based on answers (e.g., ‘what type of service’ changes which fields appear next).
Can I add it to my existing website?
Yes. Forms embed via a snippet, share as a link, or generate as a QR code for print/in-person use. Works on any platform — WordPress, Squarespace, Wix, plain HTML.
Get a quote.
15 minutes on Zoom. We’ll scope Forms & Surveys to your operation and tell you exactly what it’ll cost, what it’ll do, and when it’ll go live. If a different service or Business Autopilot would fit better, we’ll tell you that too.