Product

How to Design a Smart Pre-Meeting Form

Replace static forms with a dynamic flow that personalizes questions and enriches your CRM automatically.

February 8, 20266 min read

Why use a smart form?

A one-size-fits-all form generates incomplete responses from your prospects.

With 22Calendar, questions adapt based on answers. Example: budget < 5k = route to self-serve, budget > 30k = ask about the buying committee.

Recommended structure

  • Context block with guided answers + open fields
  • Budget branch (ranges + justification)
  • Conditional questions (current tool, project team)
  • GDPR/NDA consent screens

UX best practices

Keep a conversational tone, use helpful placeholders, and show progress (bar or steps).

Offer auto-save to prevent drop-offs.

Product

How to Design a Smart Pre-Meeting Form

Replace static forms with a dynamic flow that personalizes questions and enriches your CRM automatically.

Create an AI questionnaire