How to Use Pagewheel to Create and Sell a Client Intake Form (Live Workshop Breakdown)

Whether you’re onboarding coaching clients, reviewing service-based businesses, or just want to streamline your client process, a high-quality intake form is a game-changer.

In this workshop replay, I walk you through how to turn a simple Google Form into a polished, sellable product using the Pagewheel platform—from uploading to sales page, delivery, and beyond.

Step 1: Prep Your Intake Form

Start by creating your intake form in Google Forms. You can model it after my examples for business coaches or social media managers, or build your own from scratch. Once complete, take a screenshot or PDF export of the form.

You can use the form to:

• Onboard new clients
• Offer business audits
• Sell as a digital product
• Use internally to clarify your own services

Step 2: Upload Your Form to Pagewheel

Inside Pagewheel:

1. Click “Upload Your PDF”
2. Choose your file (screenshot or PDF of your form)
3. Customize the design: Choose colors and fonts that match your brand
4. Add a compelling cover title and subtitle that speaks to the outcome

💡 Pro Tip: Use the AI tools to generate title/subtitle suggestions, or tweak them to better reflect the transformation your clients will get.

Step 3: Add More Value

Enhance your product by adding:

• A bonus testimonial guide (using the “Smart Survey” batch inside Pagewheel)
• A blank notes page or copy/paste version of the questions
• A beautiful About Me page to reinforce your brand and authority

You can use prebuilt Pagewheel pages or add your own text and links.

Step 4: Build Your Sales and Delivery Pages

Pagewheel automatically helps you:

• Create a full sales page with customizable sections
• Set up your delivery page and delivery email
• Add video walkthroughs or marketing visuals
• Connect opt-in or payment settings with one click

You’ll have:

• A sales page to promote your product
• A delivery page for instant access
• A delivery email sent automatically
• All your links saved and editable in your dashboard

Step 5: Use It in Your Workflow

Ways to use this product:

• As a lead magnet
• As a paid digital product
• As part of a client onboarding package
• As a tool for your own business clarity
• To WOW warm referrals and word-of-mouth clients

You can also use the form to kick off paid consultations or proposal calls, helping you gather insight and set expectations from the start.

Bonus Tips

• For captivating testimonials, grab the “Smart Survey” batch in Pagewheel
• Keep your questions focused (3 is a great number)
• Customize your delivery experience with a personal welcome video
• Add your About Me page at the beginning to remind them who you are and why this product rocks

This demo proves just how simple and powerful it is to use Pagewheel to package your expertise, create clarity, and deliver polished digital products— in under an hour.

More Resources

• Grab the Ultimate Client Intake Form for Business Coaches pdf or the entire share funnel!
• Grab the Ultimate Client Intake Form for Social Media Managers pdf or the entire share funnel!
• Are you an Amazon seller? Use Pagewheel for your Amazon product funnel!
• Overwhelmed? Learn how to balance the three essential core business activities of attracting new customers, nurturing your audience while creating offers that convert!

Interested in Selling Products & Services Using Pagewheel?

• See how others are using Pagewheel to grow their businesses and get the scoop on new features when you join our Facebook group.
• Create a lead magnet and landing page – in MINUTES!
• Become an affiliate, share the Pagewheel love and add a new revenue stream!