This guide will help you get the information you need from a potential client to submit a proposal that will impress. Use Hectic’s form feature to learn more about the client’s needs and determine if there’s a good fit.
Adding a form
To start, navigate to the client, or add a new client if needed. Open that client’s Forms tab, then click Create form. You can choose between starting with an empty canvas using the New button, or using a past form as a template.
Adding questions to your form
Forms should be used to get some basic information about the scope of the project. Some questions you could ask include:
What is your budget for this project?
How long will this project last? (e.g., 1 week, 3 months)
Briefly describe the project.
Which of my services are you interested in? (accompanied by a multiple-option list of services you offer)
The options are limitless here! Ask for any information you’ll need to develop a proposal and write up a contract for the client.
To move a block, click to activate it. Then click the button with six dots at the top of the block and drag it wherever you’d like it to appear.
You can also use the up and down arrows on the left to move the block.
You can add three types of content to a form: static text (used to share information about yourself with the client), open-ended questions, and multiple-choice questions. To add content, scroll to the bottom of the form editor and click Add another content block.
Choose the type of block you’d like to add. Once you click it, you’ll see it appear automatically in the form.
With multiple-choice questions, you have three options:
Radio buttons display all options to the client, but only allow one to be selected.
Multiple choice shows a list of options, and the client can select as many as desired.
Dropdown will show a small dropdown menu that allows the client to select just one option.
To change how the question is displayed, click the block and select the type you’d like to use.
Sending the form to your client
Once your form is finished, you can send it to your client using the Send button in the top right corner. This will open up a window where you can edit a brief message and select the form recipient. The subject line, introduction text, and signature are fully editable.
⭐ Note: The link text in the email will reflect the title of the form in Hectic. To change the text displayed in the email, edit the form name at the top of the form editor and save. The link will be automatically updated in the template email.
As soon as the client fills out your form, you’ll receive an email with their responses. You can also view the responses in Hectic by navigating to the client page, opening the Forms tab, and viewing the form.
So, what’s next?
If you still have questions about the project after reviewing the client’s answers, schedule a phone call or meeting to discuss their needs. If you feel you’d be a good fit for the client, go ahead and submit a proposal.