Form template · Software development agency
Software client onboarding
What we need before the first sprint. Credentials come later, through a secure link.
- Kind of form
- Registration
- Layout
- Mixed grid
- Look
- Light
- Questions
- 8
- Required
- 4
Start the 14-day trial, then choose Software client onboarding under Form templates. Every field, word and colour can be changed.
The same form, in 6 layouts
Same questions, same words. Pick the arrangement that suits the page it sits on; the layout can be changed later too.
The fields
8 questions. Keep it short: every field is something a person has to answer.
| Question | Type | Required |
|---|---|---|
| Full name | Short text | Yes |
| Yes | ||
| Phone number | Phone | No |
| What must the first release do? | Long text | Yes |
| Company | Short text | Yes |
| Product owner | Short text | No |
| Tools you useGitHub · Jira · Linear · Slack · Figma | Checkboxes | No |
| HostingAWS · Google Cloud · Azure · Vercel · Not decided | Multiple choice | No |
Workflows for software development agency
What runs when this form is sent: playbooks and packs written for the same trade.
- PackSoftware development agencyRetainer dev agency packA retainer dev agency keeps clients on monthly support with response times per severity, so triage speed is the product.
3 workflows · 12 steps · 7 apps - PackSoftware development agencyProject-based dev agency packA project-based dev agency sells fixed or capped builds out of a paid discovery phase, so it always needs the next project.
Airtable
Calendly
4 workflows · 27 steps · 8 apps - PlaybookSoftware development agencyAfter-hours answering for software development agenciesAnswer customer messages at any hour from the business’s own facts, and hand anything else to a person with a holding reply.
Telegram5 steps · 3 apps
More forms for software development agency
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