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Pre-Call Intake Form

Pre-Call Intake Form

A short form to send prospects before connecting
Our Sales team is outreaching to a considerable number of new and active doc makers. Gathering a few pieces of information ahead of time helps us:
1) make meetings with prospects more efficient - come prepared to cover specific topics of interest or introduce additional use cases.
2) understand who we’re going to speak with - who might be collaborating solo, or hoping to roll the product out to their entire team or company.
Feel free to copy this doc and tailor the form to better fit your conversations.
🏁 When a customer completes the form, their answers will be logged under and trigger an automated email to you or your team 🏁
1️⃣ Step 1:
Copy form
2️⃣ Step 2: Edit form questions or layout.
3️⃣ Step 3: Edit the automation ‘rule’ and update to your Gmail account.
4️⃣ Step 4: Send it: Select ‘publish form’ by hovering over the form and copy your pre-generated link.
What's your primary use(s) for Coda?:
select all that apply
No options available
How are you collaborating on Coda?:
No options available
Any other comments:
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