New Client Form
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The New Client Form is a powerful feature in the Relive App that lets you create a client form, eliminating the need for JotForm, Google Forms, and other third-party tools.
With this feature, you’ll have your own Relive-branded form, giving potential clients more confidence and trust in your services.
Best of all, leads who fill out the form are automatically added to your CRM, and you can track the source of each lead, giving you more control over your business.
Follow these steps:
- Access Your Profile Page:
Open the Relive App and tap on your profile picture in the top right corner of the screen to access your profile page.
- Go to New Client Form:
Once on your profile page, navigate to the "New Client Form" section. This is where you'll set up your personalized lead form.
- Choose Your Form Link:
Select a custom link for your lead form. If the link is already in use, you’ll see an error message prompting you to pick another one. This will be the URL you share with clients.
- Add Your Personal Details:
Write a short bio or description about yourself, and link your social media profiles. You can add either the full URL or just the social media handle—it will work either way.
- Save and Share Your Form:
After filling in your details, hit “Save.” Your personalized link will appear, and you can now share it with potential clients on Instagram, social media, or anywhere else you engage with prospects.
Customize your questions
You can fully customize your New Client Form so it asks the right questions, in the right order, for your business.
- Edit the questions: Tap into any question to change the wording so it matches your voice and your ideal client.
- Choose the response type: Pick how clients can answer, like short text, multiple choice, or other available options, depending on what you need.
- Reorder questions: Drag questions up or down so the form flows naturally, from easy questions first to the more specific ones later.
Make sure to look at the image below for an example of where to edit questions, select response types, and reorder them.
Example of a “winner” New Client Form:
Watch this video and learn how our Agent Makiah Johnson is using Relive’s New Client Form tool to generate over 300 new leads a month.\
Power Tip
Makiah also adds the link directly in her bio!
