Hello! I’m looking to build a weekly coaching tool for my clients.
Every week, I’d like my clients to answer 3 specific questions.
I’d like to be able to:
Thank you for any feedback you have!
Jeff
Best answer by Liz
Hi
To answer your questions,
By adding hidden fields to the form, you should then be able to narrow down the reports.
I hope this helps!
+5Hi
To answer your questions,
By adding hidden fields to the form, you should then be able to narrow down the reports.
I hope this helps!
Hi
Thank you!
+5Hi
Hi Liz, sure!
We’d like to capture the standard data leads and existing users/customers (contact info, etc.), be able to tag them by different categories/segments, track their LTV, and integrate with other tools such as Typeform/VideoAsk and others. We’d also like to be able to store data and notes from customer interactions such as calls, meetings, etc. and link to any data uploads they provide (e.g. through Dropbox).
Ideally something that is not too expensive as we get started, but that we can also scale up with. Are there a few best-in-class tools you recommend we look into?
Thanks so much for your help!
+6It all depends on what you want to do downstream and what you want to pay for the platform.
des
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