Forms & Agreements
You already know what you need built in Typeform. The problem is finding the hours to actually build it, test it, and connect it to everything else. Nacho's fractional specialists work directly inside your Typeform workspace, handling everything from initial form architecture to logic branching, integrations, and ongoing maintenance. You stay in control of your account while we do the hands-on work.
What we do
Concrete work our fractional specialists take on inside your Typeform account. No vague promises.
We design and build Typeform surveys, lead capture forms, and intake questionnaires using branching logic to route respondents based on their answers. Each form is structured around your specific funnel or data collection goal, not a generic template. You receive a finished, tested form ready to publish or embed.
We set up hidden fields to pass UTM parameters, CRM contact IDs, or referral sources into Typeform responses without cluttering the respondent experience. This ensures every submission arrives with the tracking context your team needs for attribution or personalization. We document the parameter structure so your marketing or dev team can maintain it independently.
We build and test integrations between Typeform and tools like HubSpot, Salesforce, ActiveCampaign, Airtable, and Zapier so that responses trigger the right downstream actions automatically. This includes field mapping, conditional filters, and error-handling so partial or incomplete submissions are handled cleanly. We verify each integration end-to-end before handing it off.
If your workspace has accumulated forms built by multiple team members over time, we audit for duplicates, outdated logic, broken integrations, and inconsistent branding. We consolidate and rename forms using a consistent taxonomy, archive what is no longer in use, and produce a workspace map your team can reference. This reduces confusion and makes ongoing management faster.
We build intake forms that collect the structured information your team needs before a project, appointment, or service engagement begins. This includes file upload questions, payment or agreement acknowledgment steps using Typeform's payment block or linked tools, and confirmation screens with custom redirect logic. The result is a repeatable intake process that does not require manual follow-up.
If you are moving intake or survey workflows from Google Forms, JotForm, or SurveyMonkey into Typeform, we handle the rebuild so nothing is lost in translation. We recreate question structure, logic, and branding inside Typeform and reconnect any integrations the original form was feeding. We also run a parallel test period to confirm response data is flowing correctly before the old form is retired.
The handoff
During onboarding, your dedicated Client Success Manager reviews your existing Typeform workspace, identifies any forms with broken logic or disconnected integrations, and works with you to prioritize what gets built or fixed first. That audit becomes the foundation of your Strategic Delegation Plan, which maps out the specific Typeform tasks your specialist will own. Your specialist works directly in your account, documents every form, integration, and naming convention they set up, and checks in with you before publishing anything that affects a live workflow. You always retain full ownership of your Typeform account and can see exactly what has been built and why.
Use cases
A few of the most common workflows our team has deployed with Typeform.
When a prospect completes a Typeform intake form, a Zapier or native HubSpot integration creates or updates the contact record, maps custom field responses, and enrolls the contact in an onboarding email sequence. No manual data entry or copy-paste required between form submission and CRM.
We build a Typeform with weighted qualification questions and use Zapier to calculate a score from the responses, then post a formatted summary to the correct Slack channel or send a task to the assigned rep in HubSpot or Asana. High-scoring leads get flagged immediately without anyone reviewing a spreadsheet.
Registrant responses flow from Typeform into a structured Airtable base where your team tracks attendance and logistics, while a separate Zapier step triggers a branded confirmation email through Mailchimp or ActiveCampaign. The Airtable base is set up with views filtered by event date, ticket type, or registration status.
We build a post-project or post-purchase feedback form in Typeform and connect it to a Google Sheet that organizes responses by date, client, and rating. Conditional formatting flags low scores so your team can follow up without manually reading every entry. The sheet is structured so you can filter and share results with leadership each month.
Typeform collects structured application responses including resume uploads, portfolio links, and screening questions, which are passed into an Airtable hiring tracker with a status column your team updates as candidates move through the process. An automated email notifies the hiring manager immediately when a new application arrives.
Talent Budget
Drag the sliders to build a monthly plan that fits your workload.
Starting at $1,000/month. One-time $300 onboarding fee includes your Strategic Delegation Plan.
Book a discovery callGood questions
Ready when you are
Book a discovery call and we will audit your current Typeform setup, identify what is broken or missing, and give you a prioritized plan for what your specialist will tackle first.