Describe your service and review process. Makeform creates a client suitability form that gathers goals, circumstances, experience, risk preferences, and constraints for human review.
Route new enquiries to Slack, Google Sheets, and Zapier.
Sample prompts for the builder
Choose a prompt, adapt it, or send it to the builder. The example fields are not a suitability decision.
Audience
Prospective clients seeking financial planning services
Format
Multi-step intake with risk and circumstances sections
Prompt size
493 chars
Example form structure
Multi-step intake with risk and circumstances sections
What are your goals and time horizons?
Income, assets, liabilities, and dependants
Experience with financial products
How would you respond to a significant short-term loss?
Accuracy and privacy acknowledgment
Suggested routing tags
Ready for review
Needs clarification
Outside service scope
Separate willingness to accept risk from financial capacity to absorb loss; the answers can differ and both need human review.
Step 1
Collect
needs, goals, context, and constraints
Step 2
Clarify
conditional questions reveal missing detail
Step 3
Review
a qualified person assesses service fit
Step 4
Route
advance, follow up, decline, or refer
A clearer first review
A structured intake keeps the client's needs beside the criteria your reviewer uses to assess fit.
Conditional logic reveals risk or service-specific questions only when relevant.
Keep client answers distinct from internal observations, information gaps, and next actions.
Use tags and notifications while leaving fit, conflicts, and escalation judgments to a human reviewer.
Adapt the assessment
Start with the shared pattern, then add your organization's criteria and explanations.
Goals, time horizon, circumstances, knowledge, risk preferences, capacity for loss, and information gaps for adviser review.
Business challenge, stakeholders, desired outcome, budget, timeline, internal capacity, and potential conflicts.
Goals, expectations, readiness, schedule, communication preferences, accessibility needs, and programme boundaries.
Current environment, dependencies, coverage requirements, transition constraints, procurement, and technical discovery needs.
Build the workflow
Describe the context, then refine the generated questions and routing.
State who it serves, what it covers, exclusions, and decisions needing specialist review.
Use neutral wording, explain sensitive questions, and mark essential fields required.
Branch by service, client type, experience, or answer gaps.
Test edge cases and define follow-up, decline, referral, and escalation paths.
Choose the right intake
A lead form establishes interest; suitability captures context for a documented human review.
Field guide
Adapt these six sections, data handling, and review criteria to your service.
Identity and context
Identify the prospect and whether they act personally, for a household, or for an organization. Avoid details the first review does not need.
Needs and outcomes
Ask for goals in the client's words, then capture timing and priority separately.
Circumstances and capacity
Use ranges when exact figures are unnecessary. Keep capacity for loss separate from attitude to risk for adviser review.
Knowledge and experience
Ask about prior experience without treating self-rated familiarity as proof of suitability.
Risk and boundaries
Use balanced scenarios, allow explanations, and state scope. Support review without turning a score into an automatic decision.
Reviewer decision record
Private fields record gaps, reasoning, ownership, and next steps. Give uncertain cases an escalation route.
Related tools
Connect suitability discovery with intake, qualification, consultation, onboarding, and risk questions.
Structure goals, circumstances, and experience.
Open toolFAQ
Answers for consistent client reviews.
It collects needs, circumstances, goals, experience, preferences, constraints, and acknowledgments for human review. It is not professional advice or a final suitability decision.
Ask about identity, outcomes, timing, circumstances, experience, constraints, and expectations. Add follow-ups and private fields for gaps, conflicts, ownership, and next action.
Lead qualification focuses on commercial criteria such as need, budget, authority, and timeline. Suitability considers circumstances, risk, experience, expectations, scope, dependencies, and conflicts. A workflow may use both for different purposes.
Tags can organize answers, but a score can hide nuance and should not replace judgment. Separate willingness to take risk from capacity for an adverse outcome, flag gaps, and route the submission to an appropriate reviewer.
Yes. Branch by service, client type, experience, or an earlier answer. Each prospect sees relevant questions while shared identity and acknowledgment fields remain consistent.
Yes. Makeform provides unlimited free forms and responses, so you can generate, edit, publish, and collect submissions without an invented response cap. The paid tier removes the Makeform badge.
Ask only for necessary information, explain why, use ranges when possible, and restrict internal fields. Define access, retention, correction, and deletion practices for your organization and responsibilities.
Send the response to a named reviewer, check gaps, and record the next action: clarify, schedule discovery, escalate, decline, or refer. Set expectations without promising acceptance or an outcome.
Turn first enquiries into consistent reviews.
