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Send a questionnaire and collect replies

Questionnaires are how you gather structured information from clients — goals, budget, timeline — before you make a recommendation. Every questionnaire you share opens on a page branded to you, and the replies collect in one place.

Pick or create a questionnaire

  1. Open Digital Resources (or Questionnaires) from the sidebar.
  2. Choose one of the prebuilt questionnaires, or click New Questionnaire to build your own with text fields, dropdowns, checkboxes, and file uploads.

Share it with a client

  1. Click Share on the questionnaire.
  2. Copy the secure link to send by text or social, or use Send by email to deliver it directly.
  3. When the client opens it, the page displays your photo, logo, and contact details at the top.

Collect the replies

  1. As clients respond, their answers save automatically.
  2. Open Communications → Questionnaire Replies to read every response.
  3. New replies show an unread marker so you can follow up quickly.

Good to know

  • You can attach a questionnaire to an education video, so a client who watches is prompted to respond.
  • Every shared link uses a secure token — no IDs or personal data are exposed in the URL.

Troubleshooting

Make sure you shared the full link without trailing characters. Re-copy it from the questionnaire's Share dialog and resend.

I'm not getting new replies

Check Communications → Questionnaire Replies directly — responses always collect there even if a notification was missed. Confirm the client actually submitted (not just opened) the form.