Describe your consultation and required background. Makeform creates a structured intake covering identity, travel purpose, immigration history, family circumstances, deadlines, and available documents for review.
Route new consultation inquiries to email, Google Sheets, Slack, and Zapier.
Sample prompts for the builder
Choose a starting point, adjust it, or send the prompt to the Makeform builder for review.
Audience
Prospective clients requesting an initial assessment
Format
Multi-step intake with conditional history questions
Prompt size
315 chars
Example questionnaire structure
Multi-step intake with conditional history questions
Identity, citizenship, and current location
What is your main travel or immigration goal?
Target country and intended timeline
Previous applications or refusals?
What would you like to discuss?
Suggested routing tags
New inquiry
Documents pending
Consultation ready
Collect dates, countries, and current status separately so the consultant can scan the timeline.
Step 1
Inquire
client shares goals and timeline
Step 2
Screen
history and circumstances are organized
Step 3
Prepare
consultant reviews answers and documents
Step 4
Consult
meeting starts with focused questions
A clearer first conversation
A structured intake gives the consultant a consistent snapshot and clients room to explain unusual circumstances. It supports preparation, not eligibility decisions.
Show employment, relationship, or itinerary questions only when the selected goal makes them relevant.
Separate entry, exit, refusal, status-expiry, and travel-date fields create a readable sequence.
A checklist and optional uploads identify passports, notices, letters, and prior application records available for review.
Useful intake patterns
Choose the closest workflow, then tailor terminology, questions, and routing.
Capture the client's main objective, current circumstances, urgency, and consultation questions in a manageable first step.
Organize occupation, qualifications, employer or sponsor details, work history, proposed dates, and accompanying family members.
Gather both parties' details, relationship milestones, household information, dependants, and relevant prior applications.
Ask about destination, itinerary, funding, host, travel history, companions, and the reason for the requested visit.
Questionnaire workflow
Turn your standard opening questions into a reusable visa consultation questionnaire, then review every field and instruction before sharing it with prospective clients.
Name the inquiry types, countries, and facts needed before consultation.
Edit questions and notices, then test every conditional path.
Share the link and route submissions to the right reviewer.
Scan goals, history, documents, and unclear answers before meeting.
Intake options
A tailored questionnaire makes timelines and missing information easier to scan without attempting an immigration assessment.
Field guide
Use these six sections as a starting point, explain sensitive requests, and reserve conclusions for consultation.
Identity and contact
Separate legal and preferred names, email, phone, birth date, citizenship, and current country into clear fields.
Goal and destination
Use selectable goals for routing and a long-answer field for circumstances outside preset options.
Current circumstances
Collect current location, status, employment or study, and household context with conditional follow-ups.
Travel and application history
Ask neutral screening questions, then reveal date, country, outcome, and explanation fields when relevant.
Available documents
Inventory passports, notices, letters, certificates, and relationship records before adding optional uploads with clear instructions.
Consultation priorities
Collect main concerns, prior guidance, meeting preferences, and attendees without presenting the questionnaire as advice or a decision.
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Open toolFAQ
Practical answers for consultants designing a useful pre-consultation intake.
It is a pre-meeting intake organizing contact details, immigration goals, current circumstances, history, family, timing, and documents. It prepares the meeting; it is not an eligibility finding, application, or professional advice.
Ask about identity, citizenship, current country and status, destination, purpose, dates, prior applications, travel history, family members, and main concerns. Tailor later sections to the inquiry type.
Yes. Use conditional branches for employment and qualifications, family and relationships, or visitor itinerary and funding. Test every branch before publishing.
Yes. Add optional uploads for records such as a résumé, letter, notice, itinerary, or passport page. Explain what is requested, why, and how it is handled.
No. Collect facts and priorities without promising outcomes or making an automated eligibility determination. Route each submission to a qualified reviewer and discuss unclear answers during the meeting.
Yes. Makeform offers unlimited free forms and responses. Generate, edit, publish, and collect responses without a usage cap; the paid tier removes the Makeform badge. Review every field before sharing.
Use short sections, progress cues, and conditional follow-ups. Mark optional context clearly, allow unknown dates or documents, and postpone details unnecessary for the first consultation.
Responses arrive in the Makeform inbox and can route to email, Google Sheets, Slack, or Zapier. Add internal tags for inquiry type, urgency, reviewer, and document status.
Prepare before the consultation begins.
