Surveys
Client intake that answers your questions before kickoff, not during week two
Branded questionnaires for intake, scoping, and feedback. AI drafts the questions from your goal; your client finishes on their phone in minutes.
NPS, completion funnels, and per-question drop-off, all without another form-tool subscription.
It’s week two of the project and you’re asking the client what their brand colors are. Again. The answer exists somewhere across fourteen emails, three voice notes, and a call you didn’t take notes on. This is onboarding by email archaeology, and it has a cost beyond the digging: projects that start on wrong assumptions get corrected mid-flight, on your time.
The fix is old and boring and it works: ask everything up front, in a structured form, before kickoff. Most freelancers know this. What stops them is the tooling, because a beautiful form builder is another monthly subscription, another brand stamped on your forms, another place your client data lives away from the actual project.
Waco3 puts surveys inside the client workspace: the same place as the proposal, the signed agreement, and the delivery tracker. Send the intake right after the signature, and the answers land next to the deal they belong to.
Start from a goal: AI drafts the questions
Tell Waco3 what you need to learn, like “intake questionnaire for a wedding photography client”, and the AI drafts the question set: types, order, length, and tone tuned to the goal. You review, edit, delete, reorder. It’s a starting point you shape, not a black box you accept.
The builder covers the question types client work actually needs: short and long text, single and multi-select, 1-5 ratings, 0-10 NPS, dates, and date ranges. Add an intro screen that sets context and a thank-you screen that says what happens next.
The builder coaches you as you go, and it even warns when a survey is getting long enough to hurt completion. A shorter survey answered beats a thorough one abandoned.
What your client experiences
One link, one question at a time, mobile-first. No account to create, no third-party branding on paid plans (your logo, your colors). A well-scoped intake takes a client a few minutes on their phone, which is why it actually gets finished.
Publish on your terms, keep the data clean
Share a survey with one link. Add a password if it shouldn’t be public. Set a response deadline and collection closes automatically. Pause and resume anytime. And once a survey is published, its questions lock so every response answers the same survey and your data stays comparable.
This sounds like small print, but it’s the difference between a pile of form submissions and a dataset you can trust when you’re deciding how to scope a project or whether clients are actually happy.
Read the results like an analyst, not an archaeologist
Every survey ships with analytics most form tools reserve for their expensive tiers:
- Completion funnel with per-question drop-off: see exactly where respondents quit, so you know which question is costing you answers.
- NPS breakdowns: promoters, passives, and detractors from your 0-10 questions, computed for you.
- Per-question breakdowns and device split: how each question was answered, and on what.
- CSV export: your data is yours; take it anywhere.
Surveys are part of the paid workspace: unlimited on Pro at $30/mo, alongside unlimited documents and e-signatures. Every new account runs them end to end during the 7-day trial, which opens every module. The Free plan is documents only. See pricing for the full picture.
Common Questions