Onboarding Form

Onboarding Form

Form Fields:
  • Full Name (Required)
  • Email (Required)
  • Phone (Required)
  • Instagram (Required)
  • Website (Required)
Magic Wand Question:
If you could wave a magic wand and get 1 project complete with OS in the next 7–30 days, what would that be?
(e.g., launch a funnel, set up Instagram automations)
Business Info Questions:
  • What is your business type? (Dropdown)
    • Coach/Consultant
    • Agency Owner
    • Real Estate
    • Service Based
    • Ecom
    • Personal Brand
    • Other
  • What is your current monthly revenue? (Dropdown)
    • $0k–$1k
    • $1k–$10k
    • $10k–$25k
    • $25k–$50k
    • $50k–$100k+
  • How long have you been in business for? (Dropdown)
    • 0 Months – 6 Months
    • 6 Months – 1 Year
    • 1 Year – 3 Years
    • 3 Years – 5 Years
    • 5 Years+
Tech Skill Level: (Single Choice Required)
  • Novice
  • Advanced
  • Expert
Do you have a skilled technical team familiar with OS? (Single Choice Required)
  • Yes
  • No
Submission Agreement Checkbox:
☐ I agree to terms & conditions provided by the company. By providing my phone number, I agree to receive text messages from the business.
 
 

Onboarding Form Analysis

Perfect — here's a full diagnostic of the onboarding form, rewritten for clarity, conversion, and call-readiness, tailored for your OS workflow:

✅ CURRENT FORM PURPOSE

This form sets the stage for client onboarding by capturing basic info, goal prioritization, and a bit of segmentation. But to turn it into a high-leverage asset for your team (and for automations), it needs deeper insight, cleaner logic, and call-prep data.

🔍 FULL EVALUATION & UPGRADE RECOMMENDATIONS

⚙️ STRUCTURE RECAP

SECTION 1: Contact Info

  • Full Name (Required)
  • Email (Required)
  • Phone (Required)
  • Instagram (Required)
  • Website (Required)
✅ Good: All core identifiers captured.
❌ Missing: Lead source tracking (where they found you), timezone, preferred contact method.
💡 Upgrade:
  • Add Lead Source (Dropdown: Instagram, Referral, Ads, Event, Other)
  • Add Preferred Contact Method (SMS, DM, Email)
  • Add Timezone (Dropdown with auto-detection or text)

✨ SECTION 2: Magic Wand Goal

"If you could wave a magic wand and get 1 project complete with OS in the next 7–30 days, what would that be?"
✅ Great framing — this tells us what they think they need.
❌ But it’s open-ended, which makes automation and triage harder.
💡 Upgrade to a Smart Dropdown + Optional Text:
  • Launch a Website
  • Build a High-Ticket Funnel
  • Create a Link In Bio
  • Automate IG DMs
  • Set Up a Course or Community
  • Create a Lead Magnet Funnel
  • Other → [Short Text Response]
✅ This helps your team map them to prebuilt templates before the call.

🏢 SECTION 3: Business Info

Business Type (Dropdown)

✅ Solid segmentation. Consider allowing multi-select if they cross categories (e.g. “Coach + Personal Brand”).

Monthly Revenue (Dropdown)

✅ Good for filtering. Could also drive:
  • Auto-tagging
  • Qualification for high-ticket track
      • ❌ Missing: Their monthly lead volume or traffic source.
💡 Add:
“Where are most of your leads coming from today?”
Dropdown:
  • Instagram
  • Paid Ads
  • Referrals
  • Email List
  • Website SEO
  • Other

Time in Business (Dropdown)

✅ Useful to gauge maturity.
💡 Optional Add:
“Do you currently sell via:”
  • DM
  • Sales Calls
  • Checkout Pages
  • I don’t have a sales process yet

💻 SECTION 4: Tech Skill + Team

  • Tech Skill Level: Novice / Advanced / Expert
  • Do you have a skilled technical team familiar with OS? Yes / No
✅ Useful for determining if they’ll need DFY, coaching, or “just templates.”
❌ Missing clarity on what systems/tools they’re already using.
💡 Add:
“What tools or platforms are you currently using?” (multi-select)
  • ClickFunnels
  • Kajabi
  • GoHighLevel
  • Mailchimp
  • Zapier
  • Calendly
  • Other
✅ This helps your team prep migration questions ahead of time.

📅 SECTION 5: Readiness for Setup Call

💡 Add One Final Question:
“Are you ready to begin implementing in the next 7 days?”
  • Yes, I’m ready to go
  • I need a bit more guidance
  • Just exploring options right now
✅ Your team can use this to prioritize scheduling, or defer to nurture automation if needed.

✅ Tone Recommendations

Current tone = neutral and professional.
To boost conversions and pre-call energy, shift to a tone that is:
  • Conversational (“Let’s get to know your business”)
  • Slightly directive (“This will help us get you results faster”)
  • Outcome-oriented (“So we can match you to the right system”)

🧠 How Your Team Can Use It on Onboarding Calls

Once updated, this form becomes a pre-call intelligence tool:

🔐 Inside OS:

  1. Auto-assign tags by business type, revenue level, tech skill
  1. Route responses to the right onboarding pipeline
  1. Trigger prep emails for your team:
      • Summary of their goal
      • Business maturity
      • Potential offers to recommend

🧩 On the call:

  • You already know their most urgent goal (Magic Wand)
  • You know if they’re DIY vs. DFY-ready (Tech + Team)
  • You know if they need migration help
  • You can preload calendar links, funnels, or templates before the call starts

✅ NEXT STEP

Would you like me to:
  • 🔁 Rewrite this as a high-converting OS Form Template
  • 🗂 Bundle this into a call prep checklist for your team
  • 📊 Or build a dashboard flow to auto-tag and route leads inside OS?
Let’s lock it in.
 

Onboarding Form Upgrade

🧩 OS ONBOARDING FORM TEMPLATE

Title:
🧠 Let’s Personalize Your OS Setup
Description (optional):
This quick form helps us understand your business and goals — so we can map you to the exact tools, templates, and systems you need (without wasting time).
Form Type: Multi-Step
Submission Action:
✅ Tag based on business type
✅ Route to onboarding pipeline
✅ Trigger pre-call automation sequence

🔹 Step 1: Contact Info

  1. Full Name (Required)
  1. Email Address (Required)
  1. Phone Number (Required)
  1. Instagram Handle (Required)
  1. Website URL (Required)
  1. Timezone (Dropdown, Required)
      2. (Pre-populate or detect if possible)
  1. Preferred Contact Method (Radio, Required)
      • SMS
      • Instagram DM
      • Email

✨ Step 2: Fast-Track Setup Goal (Magic Wand)

“If we could knock out one project for you in the next 7–30 days, what would it be?”
Select One: (Dropdown with optional text)
  • Launch a Website
  • Build a High-Ticket Funnel
  • Create a Link In Bio Page
  • Automate Instagram DMs
  • Build Out a Course or Community
  • Launch a Lead Magnet Funnel
  • Other → (Short Text Field)

🏢 Step 3: Business Info

  1. What’s your business type? (Dropdown)
      • Coach / Consultant
      • Agency Owner
      • Real Estate
      • Service-Based Business
      • Ecommerce
      • Personal Brand
      • Other
  1. What’s your current monthly revenue? (Dropdown)
      • $0–$1k
      • $1k–$10k
      • $10k–$25k
      • $25k–$50k
      • $50k–$100k+
  1. How long have you been in business? (Dropdown)
      • Less than 6 months
      • 6 months to 1 year
      • 1–3 years
      • 3–5 years
      • 5+ years
  1. Where are most of your leads coming from right now? (Multi-select)
      • Instagram
      • Paid Ads
      • Email List
      • Website SEO
      • Referrals
      • Other
  1. What are you currently using to run your business? (Multi-select)
      • ClickFunnels
      • Kajabi
      • GoHighLevel
      • Mailchimp
      • Zapier
      • Calendly
      • I’m not using any tools yet

💻 Step 4: Tech Experience

  1. How would you rate your tech skill level? (Single Choice)
      • Novice
      • Advanced
      • Expert
  1. Do you have a technical team familiar with OS? (Single Choice)
      • Yes
      • No
  1. Are you ready to start implementing in the next 7 days? (Single Choice)
      • Yes, I’m ready
      • I need a bit of guidance first
      • Just exploring for now

✅ Step 5: Final Confirmation

Checkbox:
☐ I agree to the terms & conditions and consent to receive messages from the business via SMS or email.

📦 AUTOMATION LOGIC TO ATTACH

Inside your OS account:
  • Form Submission → Trigger Automation
    • Apply tags for: Business Type, Readiness, Tech Level
    • Assign to Pipeline: “New Onboarding Leads”
    • Send: “Welcome + Booking Link” email/SMS
    • Optionally: Fire webhook to Slack for team alert
Would you like this turned into a live OS form link or copied into a Funnel step next?

Onboarding Form Report

 

📊 Notable Trends

🧠 Top "Magic Wand" Goals (Based on Keyword Frequency):

  • "Funnel" and "Launch" are by far the most dominant words — signaling most users are looking to build or launch funnels.
  • Words like “automation,” “setup,” “Instagram,” “DMs,” also appear frequently (see full list in the table above).
This confirms that your funnel, automation, and launch templates are directly aligned with market demand.

👤 Tech Experience Snapshot

  • Most users self-identified as either "Novice" or "Advanced" — indicating a need for clear guidance or DFY support.
  • The vast majority do not have a technical team familiar with OS → high value in offering onboarding, training, or DFY services.

💰 Business Segmentation (in next pane):

  • You’ll see which business types dominate your submissions (coaches, agencies, etc.)
  • Revenue ranges and time in business are useful for routing:
    • $0–$10k MRR and <1 year in business = prime candidates for foundational templates
    • $25k+ MRR = likely ready for high-ticket systems or team integrations