8 Comments
Jan 25Liked by Jeremy Caplan

Jeremy, you always present things very well. Thought of something I am looking for: a secure confidential tool for client intake that works of computers and those friggin' little phones!

Expand full comment
author

Chris, Might an Airtable, Notion or Coda form potentially work? Those tend to work well on a phone, tablet; laptop or any other device and can flow directly to wherever you need the info organized. They can also trigger automations for automatic replies or email welcome series etc

Expand full comment
Jan 25Liked by Jeremy Caplan

Thanks for sharing this resource! I love another tool with Tally in its name, Tallymade!

Expand full comment
author

Neat! I’m taking a look at that. Thanks for the suggestion.

Expand full comment
Jan 25Liked by Jeremy Caplan

How do you feel about Poll Everywhere for live polling?

Expand full comment
author

Hi Hong! I like 3 things about Poll Everywhere for live polling: first, it has a nice text messaging function where people can reply to poll questions by text, which I tend not to use but could be useful in some circumstances. It also has some nice question types, like a 📌 pin drop question where people can point to a spot on a map or a diagram, for instance, which can be useful for asking people where they want to travel next or what part of this diagram is notable etc. and finally Poll Everywhere has a neat Keynote integration for showing poll questions or websites within a presentation. And there was helpful free teacher pricing if you have a small class up to 40 people. So I like Poll Everywhere, though I still like the simplicity and quickness of Slido.

Expand full comment

Thanks, Jeremy. I will take a look at those --chris

Expand full comment

The article maintains a balanced view, presenting multiple aspects of the issue at hand. Thank you! I think an important role in surveying plays great planning. I would recommend usinga cool scheduling app: https://bordio.com/

Expand full comment