How to use the forms for selecting services and consultations
When a business selects a service for a client's task, whether it's legal advice, tour selection, design project, or tariff proposal, a large amount of routine clarifications falls on employees. Most often, experts ask the same questions: the situation, budget, deadlines, wishes, format.
The online form simplifies this process. It turns the initial consultation into a short structured brief that the client fills out himself. As a result, the company saves time, understands the request faster, and can provide a personal solution on the first contact.
The form as the first step of the consultation
A well-configured service selection form works like a mini-interview. She asks 3-5 basic questions that help determine what suits the client: a consultation, a specific package of services, a tariff, or an individual solution.
QForm allows you to create such forms without a programmer: in the constructor, you can assemble a structure of text fields, lists, checkboxes, file uploads, or logical sections. This helps to adjust the shape to the specifics of the niche.
For example:
- the lawyer collects a preliminary description of the situation and documents (file downloads of up to 1 GB are supported in QForm);
- the travel agent asks about dates, budget, preferences;
- designer - about the area, style, and timing;
- financial advisor - about goals and current situation.
By filling out such a form, the client receives a more accurate answer, and the consultant receives a full—fledged brief instead of vague phrases like "I don't know what I need yet."
Shapes as a filter: less handwork, more precision
If employees have to manually "figure out the details," the consultation stretches out: several messages, forwarding documents, and repeated clarifications. The form relieves this burden, the questions are asked in advance, and the answers come in one place.
Applications in QForm are placed in a separate interface, where they can be tracked by status ("new", "in progress", "closed"), add comments and view the processing history.
This is especially useful for companies where consultations are distributed among several specialists: lawyers, craftsmen, architects, and training consultants. Each specialist can create a separate space with their own application statuses.
This way, the system itself becomes a filter: forms collect data, and the interface helps to quickly distribute requests by competencies.
How the form speeds up the sale
When a client receives a fast and accurate offer, he makes a decision faster. The shape helps to create this effect through several mechanisms:
1. The client formulates the task himself
Structured responses in the required fields give the specialist the opportunity to prepare a personal proposal without unnecessary clarifications.
2. The consultant sees the full picture
All the data comes at once, along with files, comments, and selected options.
3. The team reacts faster
QForm sends notifications about applications in Telegram, VKontakte, or Email. This helps you avoid missing a client and respond promptly.
4. Fewer mistakes
The form eliminates misunderstandings: the client answers specific questions, rather than in a free form that may be incomplete. As a result, the time from request to offer is shortened, and this directly affects the conversion rate.
Scenario example: selecting a service in 3 steps
- The client clicks on the link or QR code. QForm allows you to generate the QR code of the form right inside the service.
- Fills out a short form: 3-5 questions, upload a file if necessary.
- The consultant receives the application in the QForm interface or in a convenient channel (Telegram, VK or Email) and prepares a personal response.
It takes two minutes for the client. For businesses, this means processing a request many times faster than through correspondence.
Where matching forms are particularly effective
- legal and accounting consultations;
- marketing and digital services;
- interior design and architecture;
- selection of tours and events;
- tariff selection (IT, communications, Internet, SaaS);
- coaching, tutoring, and educational programs.
Wherever a preliminary understanding of the task is required, the service selection form reduces the number of steps and speeds up decision-making.
Result
The service selection form turns the initial consultation into a predictable and fast process. QForm does this without a programmer: the form collects important information, the system organizes requests, and notifications allow you to respond without delay.
As a result, the team spends less time on routine tasks, and the client receives a personalized offer faster, which directly increases sales.