This job is a form review: the AI reads every field on your contact or quote form and tells you which ones to keep, which to cut and which to ask on the first call instead. It is a DIY job that takes one sitting, and the AI does the thinking while you do the deleting. You give it the field list, what happens to each answer after someone presses send, and a few recent submissions. It gives back a keep or cut list, rewritten labels and a shorter form. Expect to cut more than you think, because many forms collect answers nobody reads before the first reply.
- Shape
- DIY
- Sitting
- one sitting
The shape: DIY
A DIY job is one where the AI advises and you act. We keep the AI out of your website builder on purpose. It can read a list of fields faster and more honestly than you can, because it has no memory of why each field was added. That is the useful part. Every field on a form was added by someone for a reason that made sense at the time. A "how did you hear about us" box from a past marketing push. A budget dropdown from a month when tire-kickers were wasting your calls. A fax number nobody remembers adding. You walk past them every day and stop seeing them. The AI sees them for the first time and asks the plain question: what do you do with this answer? The doing stays with you: the delete clicks, the test submission, and checking the tools the form feeds. That split is why this job fits one sitting instead of becoming a website project.
What you give the AI
Gather these before you open the chat. The more exact the inputs, the less the AI guesses.
- Every field, in order, as it appears on the form. The label, whether it is required, and its type (text box, dropdown, checkbox, date). A screenshot of the form works too, if your AI accepts images; add the required marks and dropdown options it cannot see. For a dropdown, list its options.
- The words around the form. The heading above it, the button text, and the message a visitor sees after pressing send.
- Where the form lives. The page name, and whether people mostly reach it on a phone. If you do not know, say you do not know.
- What happens to a submission. Who reads it, where it lands (an inbox, a spreadsheet, a customer list), and anything automatic it triggers.
- What you do with each answer before your first reply. This is the most important input. Go field by field and write one line: "we use this to decide X" or "we never look at this."
- Five to ten recent submissions, with names, emails and phone numbers removed. These show what people actually type, which fields they skip and which they fill with "n/a."
- The first three questions you ask on the first call or reply. If you always ask something on the call anyway, the form does not need to ask it too.
- Anything you are required to keep. Consent checkboxes, a privacy notice link, intake questions your industry requires. Mark them FIXED so the AI does not touch them.
Do not paste real customer details into the chat. Strip names, emails, phone numbers and addresses from the sample submissions first.
What comes back
Paste this brief, then your inputs underneath it.
You are reviewing the contact form for a small business.
The goal is a shorter form that asks only what we act on before our first reply.
For each field below, return one row in a table with these columns:
field, what we said we use it for, keep / cut / ask on the first call, one-line reason.
Rules:
- Keep a field only if its answer changes what we do before we reply.
- If we said we never look at an answer, mark it cut.
- If we always ask it on the first call anyway, mark it ask on the first call.
- Do not suggest new fields.
- Do not touch anything marked FIXED (consent, privacy, required by law).
- Do not quote conversion rates or statistics.
Then give us:
1. The shortened form, field by field, with plain labels a customer would understand.
2. A new button label, five words or fewer, that says what happens next.
3. A new confirmation message, two sentences: what happens next and when we reply.
4. Any field you were unsure about, with the question you would ask us to decide it.
Our form and notes:
[paste the field list, the words around the form, what happens to a submission,
what we do with each answer, the sample submissions and the FIXED items]What you get back is a table you can read in a few minutes and a shorter form you can rebuild from. The open questions at the end are often the best part: they are the fields you were never sure about either. Answer them in the same chat and ask for the table again.
How to judge it
A good result cuts fields and explains each cut in words that match what you told it. A bad result is easy to spot in a minute. Reject it, or push back in the same chat, when you see any of these.
- It adds fields. You asked for a shorter form. A suggestion to add "preferred contact time" or "company size" means it lost the goal.
- It keeps everything and makes it optional. That is the same long form with softer labels. Ask it to choose.
- It invents a use you never named. "Budget helps you qualify leads" is a guess if you told it you never look at budget. Your notes win.
- It quotes numbers. Any line like "each extra field lowers submissions by a set amount" is a claim it cannot support for your form. Ignore the number and keep the reasoning only if it stands without it.
- It touches your fixed items. Any change to consent wording or a required question is a mistake.
- It recommends a new tool, plugin or multi-step form. Splitting ten fields across three screens is still ten fields. Cut first.
- The labels sound like software. "Inquiry details" and "Submit" are weaker than "What do you need help with?" and "Send it to us." A customer should understand every label without thinking.
A quick second check: open a fresh chat, paste only the shortened form, and ask the AI to fill it in as a customer who wants your service. If it stalls on a label or has to guess what a field means, fix that label.
What stays with you
The AI does not know three things only you know, and it cannot do two things only you can do.
It does not know what you actually use. The whole review rests on your field-by-field notes. If you write "we use this" about a field you never read, the field survives and the form stays long. Be honest about it.
It does not know your obligations. Consent for text messages or marketing email, a privacy notice, intake questions a medical, legal or financial practice must ask: these stay whatever the table says. If you are unsure whether something is required, keep it and ask whoever advises you on compliance.
It does not know what your connected tools expect. If submissions flow into a spreadsheet, a customer list or an automation, a deleted field can leave a gap or stop a step. Write down where submissions go before you change anything.
Then the two things only you can do. You make the changes in your form builder. And you test it: send one submission from your own phone, check that it arrives everywhere it used to, and read the confirmation message as a stranger would. A short form that silently stops sending is worse than a long one that works.
Last, the form only matters if someone answers it. A fast, human first reply does more than any field you cut. The form is the start of a conversation, not the whole of it.
An editorial example
This is an invented business, used only to show the method.
Say you run a two-person window-cleaning company. Your quote form has twelve fields: first name, last name, email, phone, street address, city, zip code, property type (dropdown), number of windows, how did you hear about us, preferred contact method, and a message box.
You go field by field. You always call back by phone, so you need a phone number, and email only as a backup. You price by looking at the house on a map, so you need the address, asked in one box, so the separate city and zip boxes can go. You never count on the customer's window count, because people guess, and you count yourself on the walk-through. Nobody has read the "how did you hear about us" answers since the spring. Property type matters, because you do not take commercial jobs above two stories.
The table that comes back cuts last name, city, zip, number of windows, how did you hear about us and preferred contact method. It keeps name, phone, email (optional), address, property type and the message. It suggests asking about access on the first call, and leaving the window count to your walk-through. It rewrites the message label as "Anything we should know? Gates, dogs, ladders, timing." and the button as "Get my quote."
Twelve fields became six. You delete the six in your builder, send yourself a test quote from your phone, and check that it still lands in the inbox where you read quotes. That is the job.
Keep, cut or ask on the call
Some fields come up on almost every small business form. This is how to decide each one; your own use is the deciding factor, not the table.
| Field | Usually | Keep it when |
|---|---|---|
| Name | Keep, one box | You address replies by name |
| Last name as its own box | Cut | Your records require it separately |
| Phone and email | Keep the one you reply on | You use both, then make one optional |
| Full address | Ask on the call | You price or plan from the location before replying |
| City, zip or state boxes | Cut when an address is asked | You serve several areas and route by it |
| How did you hear about us | Cut | Someone reads and acts on it every month |
| Budget | Ask on the call | It changes whether you reply at all |
| Company name or size | Cut for consumer services | You sell to businesses and route by size |
| Message box | Keep | Almost always |
| Consent and privacy | Keep, never edit by AI | Always |
If you want a second pair of eyes on the page around the form, our notes on where local customers check before they contact you and what proof helps customers feel safe contacting a business cover what a visitor reads before they reach your fields. When this one is done, the full list of DIY marketing jobs has the next one.
Of every job on this list, social media is the one that comes back every week, and Boomp is software that does that one for you. See ten posts made from your website, free
