If you’re new to FormAssembly or need extra support to bring your use case to life, you’re not alone – and you’re in the right place. Whether you’re looking for hands-on training, expert guidance, or someone to build the form for you, FormAssembly offers a range of professional services designed to meet you where you are. Here’s a breakdown of the key options available.
Watch this clip from our annual virtual user conference, FormFest 2025, to hear directly from our team, or read on for more information.
Onboarding Services: Custom-fit support from day one
Clients who start with onboarding typically fall into two groups:
- Those who already have a use case in mind and are ready to dive in, and
- Those who are still figuring out the best way to use FormAssembly for their goals.
No matter where you are in that journey, FormAssembly’s onboarding service is tailored to your unique needs.
Most onboarding participants are new to FormAssembly and need to get up to speed quickly, along with their teams. That’s where Foundational Training comes in. These live training sessions cover:
- The Admin Dashboard
- Core features in the Form Builder
- Connector setup
- Workflows
Because the trainings are live, you can ask questions in real-time, including specific ones about your own use case. You’ll also receive access to recorded sessions and supplemental resources, so you can revisit the material whenever you need a refresher.
The Welcome Call
Every onboarding experience begins with a welcome call, which gives you the chance to meet your Implementation Specialist and align on your goals. From there, you’ll have ongoing communication and support for the next two months of your onboarding engagement.
Consulting Services: Expert advice, tailored to your use case
Consulting can be added on to onboarding or purchased on its own. These sessions are best suited for users who already have a working knowledge of FormAssembly and want help optimizing or expanding their setup.
Implementation consultants provide strategic guidance on:
- Best practices for building your forms and workflows
- Technical setup and connector logic
- Advanced features or integrations
Think of consulting as your opportunity to workshop your use case with someone who’s seen it all and can help you make the most of FormAssembly’s full capabilities.
Form-Building Services: Leave the heavy lifting to us
Don’t have the time (or the interest) to build out a complex form? No problem – our form-building services are designed for that exact situation.
Here’s how it works:
- You’ll start with a scoping call with a FormAssembly scoping advisor, where you’ll explain what you’re trying to accomplish.
- Based on your needs, the advisor will recommend next steps and connect you with a team who can build it for you.
This service is ideal for teams that need custom, complex implementations but prefer not to handle the form-building process themselves.
Ready to get started?
There are several easy ways to connect with FormAssembly’s Implementation Services team. Email [email protected] or contact us here – however you reach out, we’ll make sure you get connected to the right services for your needs.
