Use Cases

Meet Our Ideal FormWise Users: Is This You?

Justin J
Justin at FormWise

At FormWise, we’ve built a platform designed for people like you—knowledge experts, coaches, agency owners, and entrepreneurs looking to scale their expertise and impact. If that sounds like you, keep reading. We’re here to show you how FormWise can help you create, grow, and innovate using the power of AI.

Who You Are

We see two key types of users thriving with FormWise:

Sarah: The Knowledge Expert

Sarah is a coach, consultant, or course creator. She’s spent years mastering her craft and is ready to scale.

  • Her Goals:
    Sarah wants to take her frameworks, insights, and strategies and turn them into something more engaging and impactful than static PDFs or courses. She’s looking for tools that help her create interactive, personalized experiences for her audience.
  • Her Challenge:
    Sarah doesn’t have time to learn coding or hire developers. She needs a tool that’s easy to use but powerful enough to handle her vision.

James: The GHL Reseller or Agency Owner

James runs a marketing agency or white-labels GoHighLevel (GHL) for his clients. He’s always looking for ways to stand out in a crowded market.

  • His Goals:
    James wants to position himself as an authority in AI by offering pre-built SmartForms and CoPilots that his clients can’t get anywhere else. He’s all about creating value that differentiates his agency.
  • His Challenge:
    James needs ready-to-go solutions that integrate seamlessly with his CRM and marketing workflows. He doesn’t want to reinvent the wheel but wants to impress his clients with innovative tools.

Why FormWise Is the Perfect Fit

For Sarah

With FormWise, Sarah can create AI-powered tools that go beyond passive learning. She can build:

  • Interactive Assessments: Imagine quizzes or surveys that deliver personalized recommendations instantly.
  • Smart Coaching Tools: AI assistants that guide her clients step by step through her frameworks.
  • Lead Magnets That Convert: Instead of a free PDF, Sarah can offer an engaging, interactive experience that stands out.

FormWise gives Sarah the ability to turn her expertise into scalable, monetizable tools—no coding required.

For James

FormWise helps James take his GHL offerings to the next level with:

  • Pre-Built Bundles: Ready-made SmartForms and CoPilots tailored for industries his clients serve.
  • Custom AI Solutions: Tools that set his agency apart and establish him as an AI authority in his niche.
  • All-In-One Integration: Seamless workflows that sync perfectly with GHL’s CRM, calendars, and automation features.

James can offer more value to his clients, charge premium rates, and build a reputation as a forward-thinking agency owner.

The Power of AI (And Why It Matters to You)

AI isn’t just a buzzword—it’s transforming how businesses operate.

  • 82% of companies are already using AI in some capacity, according to McKinsey.
  • AI tools can increase efficiency by up to 40%, reducing repetitive tasks and freeing up time for more creative work.
  • Businesses leveraging AI are seeing better customer engagement and higher conversion rates thanks to personalized, real-time interactions.

With FormWise, you can harness the same power that major companies are using—but tailored for your unique business and audience.

Why You Need FormWise

1. It’s Simple.
You don’t need technical skills to use FormWise. Our platform is designed to be user-friendly, so you can build your dream tool in minutes.

2. It’s Scalable.
Whether you’re just starting or looking to expand, FormWise grows with you. From small lead magnets to robust AI-powered workflows, it’s all possible here.

3. It’s AI-Powered.
FormWise isn’t just a form builder—it’s a way to embed your expertise into AI tools that work for you 24/7, delivering value to your audience on demand.

4. It Makes You Stand Out.
In a world full of PDFs and cookie-cutter solutions, interactive SmartForms and CoPilots are what make people pay attention.

Ready to Get Started?

Whether you’re Sarah or James (or somewhere in between), FormWise is here to help you take your business to the next level.

Start building today and see what’s possible when you combine your expertise with the power of AI.

Let’s build something amazing together.

Justin J
Product Designer
FormWise.AI CTO

Not a FormWise user yet?

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Use Cases
Meet Our Ideal FormWise Users
Meet Our Ideal FormWise Users: Is This You?
Justin J
January 23, 2025

At FormWise, we’ve built a platform designed for people like you—knowledge experts, coaches, agency owners, and entrepreneurs looking to scale their expertise and impact. If that sounds like you, keep reading. We’re here to show you how FormWise can help you create, grow, and innovate using the power of AI.

Who You Are

We see two key types of users thriving with FormWise:

Sarah: The Knowledge Expert

Sarah is a coach, consultant, or course creator. She’s spent years mastering her craft and is ready to scale.

  • Her Goals:
    Sarah wants to take her frameworks, insights, and strategies and turn them into something more engaging and impactful than static PDFs or courses. She’s looking for tools that help her create interactive, personalized experiences for her audience.
  • Her Challenge:
    Sarah doesn’t have time to learn coding or hire developers. She needs a tool that’s easy to use but powerful enough to handle her vision.

James: The GHL Reseller or Agency Owner

James runs a marketing agency or white-labels GoHighLevel (GHL) for his clients. He’s always looking for ways to stand out in a crowded market.

  • His Goals:
    James wants to position himself as an authority in AI by offering pre-built SmartForms and CoPilots that his clients can’t get anywhere else. He’s all about creating value that differentiates his agency.
  • His Challenge:
    James needs ready-to-go solutions that integrate seamlessly with his CRM and marketing workflows. He doesn’t want to reinvent the wheel but wants to impress his clients with innovative tools.

Why FormWise Is the Perfect Fit

For Sarah

With FormWise, Sarah can create AI-powered tools that go beyond passive learning. She can build:

  • Interactive Assessments: Imagine quizzes or surveys that deliver personalized recommendations instantly.
  • Smart Coaching Tools: AI assistants that guide her clients step by step through her frameworks.
  • Lead Magnets That Convert: Instead of a free PDF, Sarah can offer an engaging, interactive experience that stands out.

FormWise gives Sarah the ability to turn her expertise into scalable, monetizable tools—no coding required.

For James

FormWise helps James take his GHL offerings to the next level with:

  • Pre-Built Bundles: Ready-made SmartForms and CoPilots tailored for industries his clients serve.
  • Custom AI Solutions: Tools that set his agency apart and establish him as an AI authority in his niche.
  • All-In-One Integration: Seamless workflows that sync perfectly with GHL’s CRM, calendars, and automation features.

James can offer more value to his clients, charge premium rates, and build a reputation as a forward-thinking agency owner.

The Power of AI (And Why It Matters to You)

AI isn’t just a buzzword—it’s transforming how businesses operate.

  • 82% of companies are already using AI in some capacity, according to McKinsey.
  • AI tools can increase efficiency by up to 40%, reducing repetitive tasks and freeing up time for more creative work.
  • Businesses leveraging AI are seeing better customer engagement and higher conversion rates thanks to personalized, real-time interactions.

With FormWise, you can harness the same power that major companies are using—but tailored for your unique business and audience.

Why You Need FormWise

1. It’s Simple.
You don’t need technical skills to use FormWise. Our platform is designed to be user-friendly, so you can build your dream tool in minutes.

2. It’s Scalable.
Whether you’re just starting or looking to expand, FormWise grows with you. From small lead magnets to robust AI-powered workflows, it’s all possible here.

3. It’s AI-Powered.
FormWise isn’t just a form builder—it’s a way to embed your expertise into AI tools that work for you 24/7, delivering value to your audience on demand.

4. It Makes You Stand Out.
In a world full of PDFs and cookie-cutter solutions, interactive SmartForms and CoPilots are what make people pay attention.

Ready to Get Started?

Whether you’re Sarah or James (or somewhere in between), FormWise is here to help you take your business to the next level.

Start building today and see what’s possible when you combine your expertise with the power of AI.

Let’s build something amazing together.

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