We are excited to share three brand-new Masterclasses designed to help you streamline your workflows, automate manual admin work, and scale your customer journey from acquisition to retention.
Watch the embedded video walkthroughs below and check out the step-by-step Help Center Guides linked with each session to set up these flows in your account today.
Customer Acquisition: How to Automate Lead Routing & Instant Scheduling
If high-intent leads are waiting hours or days for a response, you could be losing potential revenue. In this masterclass, Nina, Senior Product Marketing Manager at Typeform, explains how to build an automated, high-converting customer acquisition flow.
🎬 Watch the Masterclass:
What You’ll Learn:
- Build smart, compact forms: Use lean forms to keep conversion rates high while utilizing AI-powered background enrichment to automatically populate key contact data (e.g., job title, revenue, company size).
- Real-time lead scoring: Automatically score answers as respondents complete the form to identify warm leads instantly.
- Instant calendar booking & branching: Route high-intent leads directly to an embedded calendar to book meetings on the spot, while routing unqualified leads to self-serve resources.
- Automate team alerts & nurture flows: Trigger real-time notifications to Slack/CRMs (HubSpot, Salesforce, Pipedrive) for hot leads, and funnel remaining leads into automated email nurture streams.
Customer Intake & Onboarding: How to Put Your Customer Onboarding on Autopilot
Stop losing momentum to manual data entry, back-and-forth emails, lost files, and spreadsheet updates. Nina walks through building a unified intake system that handles agreements, payments, scheduling, and follow-ups in a single flow.
🎬 Watch the Masterclass:
What You’ll Learn:
- Personalize the first impression: Add video welcomes and use Recall Information to address clients dynamically throughout the form.
- Consolidate 3 steps in 1 flow: Let new clients sign standard terms of service/agreements, pay deposits (via Stripe integration), and select kickoff meeting times without ever leaving the form.
- Centralize data syncing: Automatically create or update records in Contacts to maintain a single source of truth for your team.
- Automate post-submission sequences: Set up drip automation triggers (e.g., instant summaries, welcome messages, and prep reminders) to make a seamless onboarding experience.
📖 Check out the full guide here
Customer Feedback: How to Automate and Act on Feedback to Retain Customers
Customer feedback is key to retention, but getting respondents to engage can be tough. Grace, Senior Customer Marketing Manager at Typeform, talks through creating an automated feedback loop that engages customers at key moments and turns data into action.
🎬 Watch the Masterclass:
What You’ll Learn:
- Design & form optimization: Build cohesive forms aligned with your brand, set up welcome screens with incentives, and keep questions concise using fast-response question types (Rating, Ranking, Picture Choice).
- Deeper insights: Use AI-driven question clarification to ask dynamic follow-ups based on open-ended responses.
- Automated logic & follow-up triggers: Route negative ratings directly to Slack/email support channels for immediate service recovery, and send high-rating submitters to public testimonial or review requests.
- Trend & AI analysis: Combine multi-form data into unified charts to track year-over-year trends and connect response data to LLMs (like ChatGPT or Claude) for instant executive summaries.
📖 Learn more and get the full guide here
Let us know in the comments below if you have any questions. We’d love to hear if you’ve set up any of these workflows!