Welcome to Wizard Hat
Automate Your Client Intake
Eliminate Wasted Time
Wizard Hat builds smart forms and automation systems that capture, organize, and deliver your business data - so you can focus on what's Important, and not waste time.
Built for Small Businesses
Fast Turnaround
No Tech Skills Needed
The Problem
Still Collecting Client Info Manually?
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Chasing clients for missing information
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Messy spreadsheets and lost data
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Slow onboarding hurting your revenue
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Repetitive admin work eating your time
It's Not Just Time Wasting - It's Costing You Money
Wizard hat Fixes Your Data Intake - For Good
We design custom-built intake systems that automatically collect, organize, and route your data exactly where it needs to be.
Capture
Smart forms collect only what you need
Organize
Data is structured and stored automatically
Automate
Information flows directly into your workflow
See It In Action
Here's What Your Business Could Be Using in Days
This is just one of the many ways Wizard Hat can simplify your workflow
Try our live example form below
Plans That Grow With You
Whether you need a basic intake form or a fully automated system, Wizard Hat has you covered
Starter
$99
Setup cost
- $49 monthly
1 - 2 Custom Forms
Basic Data Collection
Email Notifications
1 Revision
Growth
$299
Setup cost
- $99 monthly
Everything in Starter
Mult-Step Forms
CRM Integration
Automated Workflows
2 Revisions
Enterprise
$799
Setup cost
- $199 monthly
Everything in Growth
Advanced Automation
Mult-Form Systems
Priority Support
Unlimited Revisions
Need Something Specific?
Want Something Bespoke?
