Do you have forms that customers, vendors or other associates need to complete?
If you answered "yes" then you could start saving time and money by offering these forms on your website.
How do I make the form available?
You don't need to get fancy here. The easiest way to put a form on your website is to scan it and upload it as a pdf or jpeg file (pdf is a portable document file that most people have the ability to open. You can download the software for free from Adobe if you don't have the software). Then make a link to the file and in a click - a visitor can download the form.
If you need a more comprehensive option you can always use an online form builder like JotForm which is fairly simple to use and is free.
Now of course most businesses provide these paper forms for completion in their office or by mail but when you offer an online version - customers can go on your website, download and print the form themselves. They can complete it on their own time and bring it in ready to go. Many businesses who require completed client profiles, release waivers and other documents find that they spend less time waiting for a client to complete the form and more time engaging with them for the sale or appointment. It's called efficiency!
Plus you just saved on paper cost! Now, you might already email the forms as part of your daily routine but remember - that takes your time, which is valuable. Imagine if you had to email 50 people their release forms - what if all you had to say was - "Go to our site to download our new customer form"? Can you imagine what you can get accomplished with that amount of time saved?
Will my client like this option?
Everyone is different. You might have older clients who are not as internet savvy who still like their paper form and pencil. Others will like that they don't have to worry about losing the form or spilling something on it because they know where they can go get another one. The fact is that most people use the internet in their daily life and find it conveinant to have resources at their fingertips. Being able to get what they need from you 24/7 makes you look professional.
Before we go - make sure you remember to keep your forms small in file size for fast downloads and stay away from programs that not everyone might have like MS Word or Excel. Stick with PDF or JPEG files that anyone can open - but not alter. AND MAKE SURE YOUR NAME AND LOGO ARE ON IT so they know who the form belongs to.
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