Mastering Forms, Surveys & Quizzes in FBS

Call Date

March 26, 2026

Primary Topics

Client Retention & Success, FBS, PAS

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Call Description

This call provides a hands-on walkthrough of the forms, surveys, and quizzes features within the Focused Business Suite (FBS). You’ll learn the differences between each tool, when to use them, and how to build, customize, and integrate them for maximum impact. The session covers everything from drag-and-drop form creation and conditional logic to analytics, notifications, and embedding options—empowering coaches to streamline data collection, automate follow-up, and keep all client info in one system.

Why this call matters

  • Clarifies when to use forms, surveys, or quizzes for different coaching needs.

  • Shows how to automate lead capture, feedback, and client assessment in FBS.

  • Demonstrates time-saving features like templates, analytics, and auto-responders.

  • Helps coaches centralize client data and reduce tech overwhelm.

  • Reveals advanced options like conditional logic and integration for deeper automation.

Key Points:

  1. Overview of Forms, Surveys & Quizzes (00:20) – Explains the core differences and use cases for each tool in FBS.
  2. Form Creation & Customization (03:19) – Step-by-step demo of building forms, adding fields, and using templates.
  3. Survey Builder & Feedback Collection (05:09) – How to create multi-slide surveys for gathering client opinions and reviews.
  4. Quiz Setup & Scoring (10:17) – Using quizzes to assess client readiness or fit, with automated scoring and result templates.
  5. Submission Tracking & Analytics (09:10) – How to view, filter, and analyze submissions to optimize engagement.
  6. Conditional Logic & Automation (24:05) – Setting up rules for redirecting, disqualifying, or customizing follow-up based on responses.
  7. Notifications & Auto-Responders (25:43) – Automating alerts to coaches and confirmation emails to clients.
  8. Design & Integration Options (22:05) – Customizing layout, branding, and embedding forms on websites or sharing via email/social.
  9. Folders & Organization (40:28) – Using folders to keep forms, surveys, and quizzes organized within FBS.
  10. Centralizing Client Data (56:19) – The value of having all submissions and client info in one place, reducing the need for multiple tools.

Key Takeaways:

  • Use the Right Tool: Forms for info collection, surveys for feedback, quizzes for assessment.

  • Automate Follow-Up: Set up notifications and auto-responders to save time.

  • Leverage Templates: Start fast with pre-built templates for common coaching needs.

  • Centralize Data: Keep all client submissions and analytics in FBS for easy access.

  • Apply Conditional Logic: Personalize the client journey and automate qualification.

Notable Quotes:

  • “Forms, collect information. Surveys, gather feedback. Quizzes, assess where they are.”

  • “No need to go over and be paying different subscriptions to be doing all of this. You have it in one space.”

  • “Conditional logic lets you personalize and automate the client experience.”

Action Steps from the Call:

  1. Audit your current intake and feedback processes—identify where to use forms, surveys, or quizzes in FBS.
  2. Build or customize a form using FBS templates for your next lead capture or onboarding.
  3. Set up a survey to collect client reviews or feedback after sessions.
  4. Create a quiz to assess client readiness or fit, using automated scoring and result templates.
  5. Enable notifications and auto-responders to streamline follow-up and keep clients engaged.

Resources & Tools Mentioned:

  • Focused Business Suite (FBS): All-in-one platform for forms, surveys, quizzes, and client management.

  • Form Templates: 1,000+ pre-built options for fast setup.

  • Conditional Logic: Automate actions based on client responses.

  • Analytics Dashboard: Track submissions and engagement over time.

  • Integration & Embed Codes: Place forms on websites, emails, or social media.

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