Client Engagement Form Creation

Create a Client Engagement Form that goes directly to you by following the instructions below:

Using the Google Forms Template, you can create and customize your own Client Engagement Form

1. Go to Google Forms at https://docs.google.com/forms or click on the Google Apps hamburger in the upper right corner of Chrome.

2. At the top of the Google Forms page there is a Templates section where you will see the Client Engagement Template.  If you do not see it, click the Template Gallery.

3. Click the Client Engagement Template and rename it with your name for easy identification.

4. Modify the form to fit your personality and style under the Questions tab and by clicking on the individual question.  Remember the red star means the question is required.

5. Under the Responses tab, be sure to click the three dots to the right of sheets and have it notify you when responses are received.

6. Under Settings and Presentation, you can add a custom confirmation message that includes a link to your calendar to schedule a meeting.

7. Lastly, publish your form and make sure it's accessible to anyone with the link.

8. Your form can be shared with a link or embedded in a website or page.  Below is a quick 10 minute video that will show you additional details and settings and you can also find great video trainings on YouTube under the Google Resources.

Click Here for a Short Video Training