A client lead form needs to collect the right information, route it correctly and give someone responsibility for the next step. A polished design alone does not establish that the workflow works or that more visitors will complete it.
Updated October 8, 2026. This is a source-based buying guide and an original acceptance checklist. Earlier scores, comparative winners and claims of increased completion have been removed because this article has no reproducible conversion experiment. The examples below are proposed exercises, not client case studies.
Verify allowances before quoting the project
The official Typeform pricing page , checked October 8, lists Basic with 100 included responses per month and one user; Plus with 1,000 responses and three users; and Business with 10,000 responses and five users. Unlimited forms does not mean unlimited responses.
The comparison lists conditional logic, webhooks and integrations for Basic; removal of Typeform branding and a custom subdomain for Plus; and drop-off rates and conversion tracking for Business. Contacts & Automations is presented separately as an add-on with its own action allowance and eligibility. Confirm the exact integration and account plan rather than assuming every connection or automation is included.
The page separates monthly and yearly billing. Obtain a current quote for the required response volume, seats and add-ons, including renewal and any promotion conditions. This guide does not repeat the previous fixed-price table or assume a free account has the paid plan’s capabilities.
Design the form around a decision
For a freelancer collecting project enquiries, decide what information changes the next action. Avoid adding questions merely because the builder supports them.
| Field or step | Purpose | Acceptance question |
|---|---|---|
| Project type | Route to the appropriate service | Does each answer reach the intended next question? |
| Scope | Understand the work requested | Can the client explain what the answer changes? |
| Timeline | Identify a scheduling requirement | Is an impossible date handled clearly? |
| Contact | Enable an agreed reply | Does validation give a useful correction message? |
| Permission | Explain the intended use | Is the wording consistent with the actual follow-up? |
| Confirmation | Set expectations | Does it state the next step without promising an unagreed outcome? |
Keep a written map of questions, branches and destinations. An AI-generated form is a starting draft: check its assumptions, required fields, wording and follow-up before using it with real visitors.
A proposed branching and delivery test
This exercise has not been executed for this review. Use fictional records and an authorised test destination.
- Create a short project enquiry with two service branches and an “other” route.
- Write the expected question path and destination for each answer before configuring logic.
- Try a complete submission, missing required answer, invalid contact value and changed earlier answer.
- Check the form on a narrow screen and with keyboard navigation; record actual problems rather than claiming universal mobile usability.
- Verify the destination record: field mapping, source form and intended notification recipient.
- Test a failed connection and a repeated submission. Document the recovery process and whether a duplicate can be identified.
- Compare the stored records with the expected inputs, then remove test data through the agreed workflow.
Submitting a form successfully does not prove a webhook reached the CRM. A notification does not prove the intended owner has accepted the enquiry. Verify each step that the client is paying for.
Measure completion without inventing uplift
Define the denominator before reporting a completion rate. Starts, visits, submitted responses and qualified enquiries are different events. Record the time window, source and exclusions so that a later comparison uses the same definitions.
To compare form designs, keep the offer, audience and question requirements comparable and document how traffic was allocated. Do not conclude that a conversational layout caused an improvement from unrelated before/after totals. This review has not run such an experiment.
An available analytics feature also does not prove that tracking is configured or that received events represent real prospects. Inspect the actual report and reconcile it with known authorised test records.
Plan ownership, exports and ongoing costs
Agree who owns the form, account, billing, destination integration and response data. Confirm which users need access and how the client will manage the workflow after handoff. Test the required export format; exporting responses does not establish that branching, presentation or integrations can be recreated elsewhere.
Use the project-cost worksheet to include design, logic testing, integration setup, corrections, monitoring and support alongside the subscription. Record what happens near the response allowance and who approves any upgrade.
For the next stage of the journey, use the freelancer lead-funnel checklist and HubSpot CRM handoff checklist . Each platform has its own plan requirements; those links do not imply that an integration is included or already tested.
Before choosing a plan
Check the current Typeform plan comparison against response volume, users, branding, logic, destinations and reporting. Choose a plan after the required workflow and handoff have been verified.
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