Typeform

Typeform is a premium data collection tool famous for its “one question at a time” interface. Unlike standard forms that present a wall of text, Typeform feels like a conversation. This engaging user experience is proven to significantly increase completion rates, making it an invaluable tool for client intake, detailed health questionnaires, and lead capture in the wellness industry.

For our clients, Typeform transforms a boring administrative task into a branded touchpoint. Whether you are a nutritionist asking about dietary habits or a gym collecting member feedback, Typeform allows you to do it with style. We design these forms to feel like a natural extension of your brand, using your imagery and tone of voice to keep users engaged from start to finish.

We often implement Typeform as the first step in a high-touch sales process. By using its “Logic Jump” feature, we can create intelligent forms that adapt based on the user’s answers—for example, asking different follow-up questions to a user who selects “Weight Loss” versus one who selects “Muscle Gain.“

Features

• Logic Jumps: Conditional logic that shows or hides questions based on previous answers, creating a personalised path for every user.

• Calculations: ability to score quizzes or assessments in real-time (e.g., “Your Wellness Score is 82/100”).

• Hidden Fields: Pass data (like a user’s name or source) into the form URL so you don’t have to ask for it again.

• Payment Integration: Collect small payments or deposits directly within the form via Stripe.

• File Upload: Allow clients to upload photos, documents, or previous medical records easily.

• Video Questions: Embed a video of yourself asking a question to make the form feel personal and human.

Benefits

• Higher Completion Rates: The conversational interface reduces cognitive load, leading to more people finishing the form.

• Better Data Quality: Users are more likely to give thoughtful answers when focusing on one question at a time.

• Brand Experience: It looks and feels premium, elevating the perception of your service before the client even meets you.

• Mobile Optimised: The interface is built for touchscreens, ensuring a smooth experience for clients on their phones.

• Automation Ready: Integrates seamlessly with your other tools to push data where it needs to go instantly.

How we integrate

• Form Design: We build the form structure, writing the questions in a way that encourages engagement and honest answers.

• Logic Mapping: We map out the complex branching logic to ensure every user sees the right questions for their specific needs.

• Visual Customisation: We style the form with your brand fonts, colours, and background images to match your website.

• Embedding: We embed the form on your site (as a full page, popup, or widget) or set it up as a standalone landing page.

• Zapier Connection: We connect Typeform to your CRM or email marketing tool so that every submission automatically creates a lead or contact.

• Notification Setup: We configure email alerts so your team knows the instant a high-value lead completes the form.

Technical Details

• API: robust API for retrieving responses and creating forms programmatically.

• Webhooks: Real-time data push to any URL upon form submission.

• Security: GDPR compliant features; data is encrypted in transit and at rest.

• Embedding: Supports JavaScript embed, standard HTML, and popup modes.

Use Cases

• Client Intake: A detailed nutrition questionnaire that adapts based on dietary preferences (e.g., skipping meat questions for vegans).

• Lead Qualification: A “Is Personal Training Right For You?” quiz that scores a lead and directs them to book a call if they are a good fit.

• Feedback Surveys: A post-class survey sent to members to gauge satisfaction with new instructors.

FAQs

Can I use it for medical history? Typeform is GDPR compliant, but for highly sensitive medical data in the US (HIPAA), it requires a specific Enterprise plan. For general wellness intake in the UK, it is widely used.

Can I take payments? Yes, you can connect Stripe to take a deposit or booking fee directly inside the form.

Does it work on my website? Yes, it embeds beautifully on WordPress, Squarespace, and most other platforms.