The Intelligent Form That Transforms Every Lead into a Qualified Opportunity

The Goal: Turning Every Contact into a Real Opportunity

In today’s digital landscape—where every click should become a meaningful connection—SmartForm™ by SimpleCheck emerges as a game-changing solution for high-value service providers, such as coaches, agencies, consultants, and online businesses.

Unlike traditional forms, SmartForm doesn’t just collect data: it’s a smart, dynamic tool that qualifies and routes prospects in real time, streamlining both marketing and sales workflows.

🔧 What SmartForm Does (and Why It’s Different)

SmartForm combines three essential tools into one seamless user experience:

1. Advanced opt-in form

2. Automated financial prequalification

3. Smart scheduling with calendar integration

Everything is powered by an intelligent routing engine (SmartRoute™) and enriched with verified financial data, fully compatible with your CRM, advertising platforms, and marketing automations.

🧠 The Real Innovation: Real-Time Financial Data

The core of SmartForm’s innovation lies in its native integration with SimpleCheck™, which allows for invisible yet highly accurate collection of key financial indicators while the user fills out the form:

• Estimated annual income

• Credit score

• Spending ability

• Available credit

All of this happens without requiring the user to upload documents or complete complex forms—just a name, email, and phone number.

So even before you speak to a lead, you already know:

• If they can afford your services

• If they’re a fit for a high-ticket or low-ticket funnel

• Whether it’s worth scheduling a call or offering a self-serve option

⚙️ How SmartForm Works: Step-by-Step

1. Capture & Engagement

SmartForm can be embedded on any landing page or website. As soon as the user starts typing into the form, their data is captured in real time—even if they don’t submit it.

2. Invisible Data Collection and Prequalification

While the user continues filling in the form, SimpleCheck works silently in the background to verify the prospect’s financial profile—without interrupting or complicating the user experience.

3. Automatic Lead Routing

Based on the data collected, SmartRoute™ instantly assigns the lead to the best-performing funnel:

• Sales call for high-quality leads

• Low-ticket or self-service offers

• Automated email sequences

• Booking calendar for 1:1 consultations

4. Smart Scheduling

If the lead qualifies, they can book a call directly from the form, without needing extra tools or steps.

5. Pixel & CRM Sync

SmartForm automatically sends relevant data to:

• Your ad platforms (e.g., Facebook Pixel, Google Tag)

• Your analytics tools (e.g., Hyros, Segment)

• Your CRM or automation software (e.g., GoHighLevel, ActiveCampaign, Close)

Even unqualified leads improve your ad algorithm performance, allowing campaigns to auto-optimize over time.

📈 The Real Business Benefits

By implementing SmartForm into your lead acquisition strategy, you can:

• Cut the noise: eliminate calls with unqualified leads

• Optimize your team’s time: sales reps only speak with ready-to-buy prospects

• Boost conversion rates: funnels are matched to each lead’s financial capacity

• Improve ROAS: collected data helps ad algorithms improve automatically

• Scale more sustainably: handle more leads with less manual effort

🔌 Integration & Compatibility

SmartForm is built to work with the tools you already use:

• CRM & Sales Platforms: Close, GoHighLevel, Salesforce

• Calendar & Scheduling Tools: Google Calendar, Calendly (via integration)

• Advertising & Analytics: Meta Pixel, Google Tag Manager, Hyros

• Email Marketing: ActiveCampaign, Mailchimp, Klaviyo

• Automation Platforms: Zapier, Make (Integromat), Webhooks

It’s easily embeddable on any website or funnel builder:

• WordPress

• ClickFunnels

• Webflow

• FunnelKit

• Kajabi

• Systeme.io

• HighLevel

🔐 Security & Compliance

SmartForm and SimpleCheck comply with GDPR and EU privacy regulations. All collected data is processed securely, using encryption and EU-based servers.

Users can give explicit consent for data use and financial analysis, with customizable consent checkboxes for full transparency.

📊 Who Should Use SmartForm

SmartForm is ideal for:

✅ Digital agencies managing high volumes of leads
✅ Coaches and consultants who need prequalified clients
✅ Entrepreneurs offering high-ticket services
✅ Franchise & network marketing businesses with tiered funnels
✅ Sales teams who want to speak only to ready-to-buy prospects

🧠 Final Thoughts: A New Era of Lead Qualification

SmartForm is not just another contact form—it's a real-time qualification engine.
It filters the noise, identifies the right contacts, saves your team time, and gives you the precision needed to scale efficiently.

In a market where lead costs are rising, extracting more value from every contact is the true competitive edge.
And SmartForm is the smartest way to do just that.

🔗 Learn more and start your 7-day free trial at the link