How AI Forms are Changing Client Questionnaires for Marketers

As a marketing agency, freelance copywriter, or content writing agency, you understand the importance of delivering top-notch service to your clients. However, the client onboarding process can be time-consuming and tedious, often involving lengthy conversations and back-and-forth emails.

What if there was a way to streamline this process while still capturing the essential information needed to deliver exceptional results?

Enter AI-powered questionnaires.

The Benefits of AI Questionnaires for Client Onboarding

By leveraging AI tools like Performify's smart form, agencies and freelancers can experience numerous benefits, including:

1. Reduced Client Intake Conversations: With an AI-powered questionnaire, you can reduce client intake conversations by over 60%. The smart form collects all the necessary information upfront, eliminating the need for multiple exchanges and saving valuable time.
2. Tailored Onboarding Collateral: AI questionnaires enable you to send personalized onboarding collateral to every new client effortlessly. By gathering specific data about their goals, unique selling points, and past successes, you can create customized materials that resonate with each client.
3. Increased Lead Handling Capacity: With the efficiency gained through AI questionnaires, agencies and freelancers can handle more than 4X as many inbound leads per month. This increased capacity translates to more opportunities for growth and revenue.
4. Significant Reduction in Working Hours: By automating the onboarding process, marketers can measure a 68% reduction in working hours dedicated to client intake. This newfound time can be invested in strategic planning, creative work, and delivering exceptional results.

Collecting Better Information Using AI Lead Intake Forms

A typical client intake form should gather essential information to ensure your marketing content and copywriting align closely with your client's vision.

Some key elements to include are:

• Goals and expectations
• Top value propositions
• Unique product features
• Competitors
• Past marketing successes

By collecting this information upfront through an AI lead intake form, you set yourself up for success and demonstrate your commitment to delivering tailored solutions.

Enrich your copywriting & content with client form responses

Performify is a powerful tool that captures feedback from your customers, which can be used to fuel your personalized AI writer.

Here's how it works:

1. Context-Driven Insights: Performify's form builder tools, like the URL context collector, allow you to gather context directly from your client or their website link. This provides a deeper understanding of their business and target audience.
2. Enhanced AI Performance: By feeding the insights collected through Performify into your AI writer, you empower it with the knowledge necessary to create highly targeted and effective content. The AI taps into audience insights and business context to better understand how to convert leads and engage customers.
3. Personalization at Scale: With Performify's desktop tool, you can hyper-personalize content quickly and efficiently. This level of personalization leads to improved customer engagement and satisfaction, setting your agency apart from the competition.

Why the Traditional Approach to Client Onboarding Doesn't Work

In the past, client onboarding often involved a series of lengthy phone calls, emails, and in-person meetings.

Marketers would spend hours gathering information about their clients' businesses, target audiences, and marketing goals. This approach was not only time-consuming but also prone to miscommunication and incomplete data collection.

Moreover, the traditional onboarding process often resulted in a one-size-fits-all approach to marketing strategies. Without a deep understanding of each client's unique needs and challenges, marketers struggled to create truly personalized campaigns that resonated with their target audiences.

The Rise of AI Tools for Onboarding Marketing Clients

The advent of artificial intelligence has revolutionized the way businesses approach various processes, including client onboarding. AI-powered tools, such as chatbots and smart forms, have made it possible to automate and streamline the onboarding process, saving time and resources while improving the quality of data collected.

By leveraging AI questionnaires, marketers can create a more engaging and interactive onboarding experience for their clients. These smart forms can adapt to each client's responses, asking relevant follow-up questions and gathering more detailed information about their business and marketing goals.

Furthermore, AI-powered onboarding tools can integrate with other marketing software, such as customer relationship management (CRM) systems and marketing automation platforms. This integration allows for seamless data transfer and enables marketers to create more targeted and personalized campaigns based on the insights gathered during the onboarding process.

Implementing Questionnaires in Your Onboarding Process for Personalized Content Writing

To successfully implement AI questionnaires in your client onboarding process, consider the following steps:

1. Define Your Onboarding Goals Clearly and outline what information you need to gather from your clients to create effective marketing strategies. This may include details about their target audience, unique selling points, competitors, and marketing objectives.
2. Choose the Right AI Questionnaire Tool Research and compare various AI questionnaire tools to find one that best suits your agency's needs. Look for features such as customizable templates, integrations with other marketing software, and analytics capabilities.
3. Create Engaging and Relevant Questions Craft questions that are clear, concise, and relevant to your clients' businesses. Use a mix of open-ended and multiple-choice questions to gather both qualitative and quantitative data.
4. Test and Refine Your Questionnaire Before launching your AI questionnaire, test it with a small group of clients and gather feedback. Use this feedback to refine your questions and improve the overall user experience.
5. Integrate with Your Marketing Stack Ensure that your AI questionnaire tool integrates seamlessly with your existing marketing software, such as your CRM and marketing automation platform. This will allow for easy data transfer and enable you to create targeted campaigns based on the insights gathered during the onboarding process.
6. Analyze and Act on the Data Regularly review the data collected through your AI questionnaires and use it to inform your marketing strategies. Look for patterns and insights that can help you create more personalized and effective campaigns for your clients.

Best Practices for AI Marketing Client Form Design

To ensure that your AI questionnaire is effective in gathering the information you need and providing a positive user experience for your clients, consider the following best practices:

1. Keep it concise: Aim to keep your questionnaire as short as possible while still gathering all the necessary information. Aim for 10-15 questions at most.
2. Use clear and simple language: Avoid using jargon or technical terms that your clients may not understand. Use clear and simple language to ensure that your questions are easily comprehensible.
3. Provide context: Explain why you're asking each question and how the information will be used to create more effective marketing campaigns. This will help your clients understand the value of providing detailed and accurate responses.
4. Allow for open-ended responses: While multiple-choice questions can be useful for gathering quantitative data, open-ended questions allow your clients to provide more detailed and nuanced information. Include a mix of both types of questions in your questionnaire.
5. Test and iterate: Before launching your questionnaire, test it with a small group of clients and gather feedback. Use this feedback to refine your questions and improve the overall user experience. Continue to iterate and optimize your questionnaire over time based on the insights you gather.

By following these best practices, you can create an AI questionnaire that is effective, engaging, and provides a positive user experience for your clients.

Addressing Common Concerns about AI in Marketing

Despite the many benefits of AI in marketing, some agencies and freelancers may have concerns about implementing these tools in their processes.

Here are a few common concerns and how to address them:

1. Loss of personal touch: Some marketers may worry that using AI questionnaires will make the onboarding process feel impersonal and automated. However, by using the insights gathered through these tools to create highly personalized campaigns, marketers can actually enhance the personal touch and show their clients that they truly understand their unique needs and goals.
2. Data privacy and security: With the increasing importance of data privacy regulations like GDPR, marketers may be concerned about the security of the data collected through AI questionnaires. To address this, choose an AI questionnaire tool that is compliant with relevant regulations and has robust security measures in place to protect client data.
3. Overreliance on AI: Some marketers may fear that using AI tools will lead to an overreliance on automation and a loss of human creativity and strategic thinking. However, AI should be viewed as a tool to augment and enhance human capabilities, not replace them entirely. By leveraging AI insights alongside their own expertise and creativity, marketers can create even more effective and innovative campaigns.



By addressing these concerns head-on and highlighting the benefits of AI in marketing, agencies and freelancers can overcome any hesitations and fully embrace the power of AI questionnaires in their client onboarding processes.

In conclusion, AI-powered questionnaires are revolutionizing the way marketers approach client onboarding. By automating the process and collecting high-quality data upfront, agencies and freelancers can save time, increase efficiency, and deliver exceptional results. Performify's smart form is a game-changer, empowering your AI writer with deep insights and enabling personalization at scale.

By gathering the right information and leveraging AI tools, you can create truly personalized marketing campaigns that resonate with your clients' target audiences and drive measurable results. The future of client onboarding is here, and it's powered by AI.

Don't get left behind. Embrace the power of AI questionnaires and take your client onboarding process to the next level. Your clients will thank you for it, and your agency will reap the benefits of increased efficiency, personalization, and success.