Easy Intake
Progressive disclosure patterns that replace overwhelming forms with intelligent, step-by-step experiences
When to Use It
- Lead capture: Best for demo requests, assessments, or trial sign-ups where long forms suppress conversions.
- Progressive qualification: Great when you need to learn more about a prospect but don't want to overwhelm them upfront.
- Support workflows: Use for ticket creation, warranty claims, or onboarding surveys where structured info is critical.
- High-stakes asks: Perfect when collecting sensitive or detailed inputs (budgets, timelines, preferences) where user trust and patience are limited.
Why It Works
- Step-by-Step Ease: Breaks a large ask into small, manageable steps.
- Conditional Logic: Adapts to users' responses, making it feel tailored.
- Perceived Control: Users feel guided, not interrogated.
Business Impact
- Higher completion rates vs. traditional forms.
- More qualified leads thanks to contextual branching.
- Improved data quality for sales and support.