Solution · participants and questionnaires
A cumulative client profile: returning clients don’t fill in everything again
Regular clients type in what they have already told you, again and again, while what matters — restrictions, preferences, history — gets lost in old questionnaires. This solution builds a profile that grows with every questionnaire and pre-fills new ones from it.
What it looks like
Mock-ups with demo data, no real data
🗂️
Profile: Oliver Peters
- Visits
- 4
- Last questionnaire
- 12 September
- Restrictions
- Gluten-freeBack
- Interests
- PracticeTheory
History
- Spring group — completedFinal
- Autumn group — questionnaire pre-filledFrom profile
At a glance
- In production
- At a client under NDA
- Fits
- Anyone whose clients come back: education, clinics, services, communities
- Needs
- Questionnaires and a client database in Notion
Estimate for your company
≈17 h
of clients’ time a year not spent re-entering data
Assumption: 100 returning clients a year × ~10 minutes re-entering known data (our assumption)
This is a calculation, not a promise: plug in your own volumes and the figure changes.
Before
- A returning client types in everything they already told you, and some abandon the form.
- Important details from past questionnaires are never re-read: they exist, but nobody sees them when they matter.
What was built
One profile per client
The profile is created with the first questionnaire and updated with every one after: content fields merge without duplicates, contact fields keep the latest value.
Pre-filling
A new questionnaire is filled from the profile in advance, so the client only checks and adds to it.
Profile by QR code
A personal QR code opens the profile page from a phone in one step.
Covered separately →Stack
- n8n
- Notion
- QR codes
Where it runs
Questions
How is a profile different from a client record?
The record holds contacts; the profile holds the accumulated content of every questionnaire, which a new one adds to rather than overwrites.
Why an estimate rather than a result?
Time spent re-entering data was not measured at the client, so we show a calculation with an explicit assumption.