Worksheet

Before-and-after form design

One client intake form appears twice, first in its original long and ungrouped state and then simplified, with every removed, merged or defaulted field labelled with the reason. Reasons sit beside each change.

Name: ______________________   Business: ______________________   Date: ______________

Scroll the table sideways to see every column.

Cross out or rewrite any heading that does not fit your business. From the guide “How to Simplify Long and Complicated Data-Entry Forms”, www.gullysystem.com/blog/how-to-simplify-long-and-complicated-data-entry-forms