Ideas to put to work
Client feedback and enquiries analyzed, then acted on in the systems your team uses.
Client satisfaction analysis
Sofia pulls survey responses into Google Sheets, groups comments by theme, and shows which clients and services need attention.
Intake form to client record
Sofia reads each new intake response and, with your approval, creates the contact and company in HubSpot and links them.
Findings written up for partners
Sofia reads all responses to a survey and drafts the findings in Google Docs with quotes that illustrate each theme.
Survey built from your brief
Describe what you need to learn and Sofia creates the form, for your review before anyone receives it.
What Sofia can do with Typeform
Sofia reads and keeps current
- Forms
- Responses
- Workspaces
Sofia does, with your approval where you want it
- Create a form
- Update a form
- Pull form responses
Your IT lead agrees the access before anything connects, and anything on your never-touch list stays out.
Works well with
- Google SheetsGoogle's online spreadsheets
- HubSpotCRM and marketing platform for growing businesses
- Google DocsGoogle's online word processor
DocuSignElectronic signatures and agreement workflows- JotformOnline forms and data collection
- IroncladContract lifecycle management
- AgiloftContract lifecycle management
- BoldSignElectronic signatures for documents and contracts
Let Sofia analyze your Typeform responses
Score your firm in three minutes, or talk to our team.