Before you start creating forms, you’ll want to spend time planning the information you need.
This section starts off with a lesson on how I use Dynalist to plan and organize the information I’ll want to gather in my form.

Then I walk you through three different products you can use to create a form and gather the information you need from your clients:

  • Airtable
  • Smartsheet
  • Google Forms

If you know which product you want to use for your form, then go straight to that product. If you aren’t sure, then watch all three. Seeing these products in action will likely help you decide.

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