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FORMS + SURVEYS

Ask The Right Questions. Know What To Do Next.

Create forms and surveys that collect the information your business actually needs.

Capture leads, learn more about customers and send every response directly into the same system your team already uses to follow up.

OBMHub / Form Builder
FORM BUILDER Discovery Form
LET'S GET STARTED

Tell Us A Little About You

✓
New response received Contact added to OBMHub
TWO WAYS TO ASK. ONE PLACE FOR THE ANSWERS.

Capture Information. Or Dig A Little Deeper.

Choose the format that fits what you need to learn from your leads and customers.

01
FORMS

Get The Details You Need To Take The Next Step.

Use forms when you need someone to give you information, enquire, register or raise their hand.

  • Lead capture
  • Contact forms
  • Registrations
  • Applications
  • Booking enquiries
02
SURVEYS

Learn More About The Person Behind The Lead.

Use surveys when you want deeper information, feedback or answers across multiple questions.

  • Customer feedback
  • Qualification
  • Research
  • Onboarding questions
  • Assessments
FORM BUILDER New Client Application
QUESTION 01 What's your name? Short answer
QUESTION 02 What service are you interested in? Choose an option ↓
QUESTION 03 Tell us about your goals. Long answer
BUILD IT YOUR WAY

Drag. Drop. Ask What Matters.

Build the experience around the information you need, rather than forcing every lead through the same generic form.

Add fields, rearrange questions and create forms or surveys that make sense for your process.

  • ✓ Custom questions
  • ✓ Multiple field types
  • ✓ Required fields
  • ✓ Drag-and-drop editing
ONE BUILDER. PLENTY OF USES.

Build For The Moment You Need Answers.

01

Lead Capture Forms

Turn website visitors into contacts your team can follow up with.

02

Contact Forms

Give customers a clear way to reach your business.

03

Applications

Collect the information you need before deciding the next step.

04

Customer Feedback

Ask customers about their experience and collect useful feedback.

05

Onboarding

Gather information before a new customer starts working with you.

06

Qualification

Ask questions that help your team understand fit and intent.

07

Event Registration

Collect registrations and contact details in one place.

08

Assessments

Build multi-question experiences around your process or offer.

DON'T JUST COLLECT THE ANSWER

Let The Response Trigger What Happens Next.

A form submission can become the beginning of the next step in your customer journey.

01
✎

Form Submitted

Someone completes your form or survey.

→
02
◎

Contact Updated

Their information stays connected to their record.

→
03
🏷

Tag / Segment

Organise the contact based on their response.

→
04
⚡

Workflow Starts

Automation can handle the next step.

→
05
✉

Follow-Up

The right message can go out next.

QUESTION 3 OF 5

What would you most like help with right now?

A Getting more leads
B Improving follow-up
C Automating admin
D Better client management
ASK MORE THAN ONE QUESTION

Learn More Without Making It Feel Complicated.

Surveys give you room to ask a sequence of questions when one form field isn't enough.

Use responses to better understand what someone needs, where they are in their journey or what your customers actually think.

01 Ask in steps Break longer questionnaires into manageable questions.
02 Collect useful context Learn more than just someone's name and email.
03 Use the answers Keep responses connected to the rest of your system.
RESPONSES YOU CAN ACT ON

See What People Said. Without Digging For It.

Keep submitted information organised so your team can actually use the answers.

Instead of form responses disappearing into an email inbox, keep them connected to the contact and the rest of the customer journey.

RESPONSES Discovery Form
24 RESPONSES
CONTACT INTEREST STATUS
SM Sarah Mitchell sarah@example.com

Automation

NEW
JC James Carter james@example.com

CRM

REVIEWED
EP Emily Parker emily@example.com

Website

NEW
DON'T JUST BUILD THE FORM

Know What To Ask And What To Do With The Answers.

OBMHub combines the tools with support so you're not left trying to work out your entire process alone.

01

Live Masterclasses

Learn how to put the platform to work.

02

Working Bees

Build alongside the team live.

03

Ask Chantal AI

Get marketing guidance when you need it.

04

Personal Onboarding

Get walked through your setup.

05

Private Community

Learn alongside other business owners.

06

Live Support

Real humans when something isn't working.

BETTER QUESTIONS. BETTER CONTEXT.

Ask. Capture. Put The Answers To Work.

Create forms and surveys that collect the information you need, then keep the responses connected to your contacts, workflows and follow-up.

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