Forms & Intake

Make Gathering Data Simple and Effective

Forms collect data in a structured and consistent manner. Getting the right information at the outset can save hours of time and heartache in the future. However, knowing how to properly structure those forms to ensure the accuracy/quality of inputs can be a challenge. Our team are experts with forms.

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Intake/Lead Form Design

Intake forms are a great way to collect relevant client/customer information. Designing a form to fit your needs is important in order to gather the right data. For example, focusing on a user-friendly experience encourages completeness and minimizes miscommunication. A “simple” user-experience is often backed by layers of strategic design including:

  • User interface design
  • Prompt clarity
  • Conditional logic & automations
  • Input validation
  • Security

Internal Form Design

Enhance your feedback loop and HR process with well designed forms. Having straight and to the point resources available for employees allows your HR team to keep internal functions in scope.

Donation Form Design

Simple, easy-to-use forms make for a smoother process your donors will appreciate. We customize your design to remove any obstacles so people who are passionate about your mission can support it without any issues.

Service Sign Ups

Staying available for customers is essential to their satisfaction. Complicated service sign ups can lose potential business in the process. We eliminate confusion with straightforward forms that continually generate new business.

Form Platforms

We have experience with a wide variety of platforms, including those listed below. Click the logos below to learn more about the platform and their offerings.

Typeform

Survey Monkey

Form Assembly

Google Forms

Airtable

Jotform

And More

What Our Clients Say

“Crosswinds Data Consulting has been instrumental in streamlining our workflow across all program offerings at Inner-City Arts. Their development and integration of Salesforce have significantly improved our processes, and the ongoing improvements they make as needed have been invaluable. The outstanding customer service and visual interface have truly supported our program and organizational goals.”

– Colette Williams Alleyne, Inner-City Arts

“The Crosswinds team is one of the best data consulting firms I’ve worked with. They’ve transformed an out-of-the-box experience into a customized interface that allows our team to easily input and extract meaningful data used to further our mission and goals. Their approach is strategic, thoughtful, and user-friendly. We ❤️ Crosswinds.”

– Kate Jordan, College Access Plan

“Phil and Crosswinds have been absolutely crucial to the early success of Jewish Story Partners. He helped us with our implementation of SurveyMonkey Apply for our grant application process, and continues to be a true partner in our work. Phil takes the time to thoroughly understand our ongoing needs (often better than we do), adapt and streamline our infrastructure and processes, and organize our growing data to ensure that we have every tool at our disposal to best serve our grantees and our donors.”

– Lindsay Malin, Jewish Story Partners

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