At my company (proptech SaaS) we use a Client Attributes form to gather needed information about the customer prior to kick-off so that we can suggest the right features and obtain essential data for setting up their account with us.
We have a very similarly named form for the client’s individual locations so it makes it very confusing for our customers.
I’m wondering if anyone else out there has a better name for a “client intake form” so that we don’t run into a) being boring, and b) confusing our customers with what the form is intended to do.
Appreciate the feedback!