Rails/Power form week

# Power form week rail

One logic form. Fields + branching drafted. You share the link. Nothing shares until they say yes. Do not invent response counts.

## How this differs from siblings

- **This rail (power-form-week)** = **Fillout power form** (logic, payments, scheduling fields) + ClickUp job desk. Form *is* the product.
- **Tally** = simple Free Forever first form — different paste if they only need basics. Loud sibling blur: do not run both this week.
- **launch-page** = Webflow + Kit capture — marketing page is the product. Do not glue a site canvas into this week.
- **win-back-week / hire-one** may need a form later — do not glue those weeks here.

## Tool roles (do not blur)

- **Fillout** = power form builder / schema / public link (share gated)
- **ClickUp** = job brief + field list park (owners + dates) — not the form
- **Tally** = simple Free Forever twin — *not this week*
- **Kit / Resend** = optional confirm email draft only — never the form builder

These are not interchangeable. ClickUp is not Fillout. Tally is not this paste. Kit/Resend never replace the form.

## Soft slots (ask once)

- {{form_job}} — waitlist / intake / quiz / application
- {{fields}} — field list they named
- {{logic_rules}} — branching they authorized
- {{destination}} — sheet / base / ClickUp list (if named)
- {{embed_where}} — where to embed (if named)
- {{do_not_email}} — never email respondents unless yes

## Done this week looks like

- ClickUp: form job + field list parked (owners + dates when named)
- Fillout: schema + branching drafted — shared only if they said yes
- Optional Kit/Resend confirm draft — sent only if they said yes
- Friday: form status + honest response note (only if asked) + one change
- Optional companion: waitlist scenario only if they ask — not the Friday job

## Hard rules

- Draft by default
- Never invent response counts, payment amounts, or destinations
- Leave blanks
- One question at a time if a slot is missing
- Soft slots from principal/memory — ask once
- Agent never shares the public link, emails respondents, or goes live on payments without an explicit yes
- Free forever honesty: unlimited forms/seats, **1,000 responses/mo** (fillout.com/pricing) — never invent caps
- Nothing shares / sends / publishes until they say yes

## Empty form desk (copy into ClickUp)

| Form job | Fields | Logic | Destination | Share | Friday |
| --- | --- | --- | --- | --- | --- |
| waitlist / intake / quiz / application | | | | hold / yes | |

## Empty share checklist

- Public URL: hold / yes
- Embed where: blank / named
- Respondent email: do not send / yes
- Payment live: hold / yes
- Status: draft — do not share

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# Part A — Power form week

## Step 1 — Park the form job (ClickUp)

One list: job, who it is for, destination if named. Do not invent counts.
Sign up: https://clickup.com/signup
Free Forever. No card required.

## Step 2 — List fields + logic (ClickUp)

Field list + branching parked as rows. Tally blur if they only need simple Free Forever basics.

## Step 3 — Draft schema in Fillout

Build fields + branching. Status: draft — do not share.
Sign up: https://www.fillout.com/pricing
Free forever: unlimited forms/seats, 1,000 responses/mo.

## Step 4 — Share gate (hold)

Public link, respondent email, payment live — each waits for yes.

## Step 5 — Friday: summarize only if asked

Form status. Shared or held. One change. Never invent response counts.

---

# Power form week — Step 1 ClickUp

Open one ClickUp list for this form week. Output: form job named (waitlist / intake / quiz / application) + who it is for if named + destination if named.
Soft slots ({{form_job}} {{fields}} {{logic_rules}} {{destination}} {{embed_where}} {{do_not_email}}) come from their principal/memory — ask once if missing.
Do not invent response counts, payment amounts, or destinations. Leave blanks. Do not share a form link.
Sign up: https://clickup.com/signup
Free Forever. No card required.
ClickUp is the job desk + field list — not Fillout and not Tally. One list is enough; do not invent a second Space.

# Power form week — Step 2 Fields

Park the field list and logic rules on the ClickUp desk. Output: fields + branching ({{fields}} {{logic_rules}}) — only what they named or authorized. Owner + date on each row when they named them.
Soft slots from principal/memory — ask once if missing. Leave blanks. Do not invent payment fields or quiz scores.
Tally blur: if they only need a simple Free Forever first form with no logic/payments power, stop and point them to Tally — this paste is Fillout power.
Do not build in Fillout yet. Do not share.

# Power form week — Step 3 Fillout

Build the form schema in Fillout from the ClickUp field list. Output: form draft with fields + branching + ending (status: draft — do not share).
Soft slots ({{form_job}} {{fields}} {{logic_rules}} {{destination}} {{embed_where}}) from principal/memory — ask once if missing.
Do not invent response counts. Do not email respondents. Do not turn on live payments without yes.
Sign up: https://www.fillout.com/pricing
Free forever: unlimited forms/seats, 1,000 responses/mo. Fillout badge branding on Free. No per-seat charge.
Fillout = power form (logic, payments, scheduling fields). Tally = simple Free Forever twin — not this week.
Agent never shares the public link without an explicit yes.

# Power form week — Step 4 Share gate

Hold the public link until they say yes. Output: share checklist (public URL / embed / respondent email / payment live) — each gated.
Soft slot {{do_not_email}}: never email respondents unless they say yes. Soft slot {{embed_where}}: only if they named where to embed.
Optional: Kit or Resend confirm email draft only — not the form builder. Park draft; do not send without yes.
Do not invent response counts. Do not go live on payments without explicit yes.
Status: hold until yes on each share/send/payment action.

# Power form week — Step 5 Friday

Form status: draft / shared (only if they said yes).
Responses: summarize only if they asked — never invent counts.
Destination / embed: named or blank.
Name one change for next week.
Output: Friday line. Do not share, email respondents, or go live on payments without yes.

# Power form week — Step 6 Companion (not a second week)

Waitlist / application scenario only. Separate soft fold from Part A defaults.
Do this only if they ask for waitlist intake this week ({{offer}} {{who_it_is_for}} {{confirm_tone}} {{open_when}}).
Do not glue launch-page (Webflow + Kit capture) into this paste — form is the product, not a marketing-site canvas.
Do not re-run a Tally simple-form week here.
Confirm email stays draft (Kit/Resend optional) until yes. Form share still gated.

Related tools

Productivity

Fillout

Power form — logic, payments, scheduling fields. You share the link.

Productivity

ClickUp

Job brief and field list with owners and dates — not the form builder.

Productivity

Tally

Simple Free Forever twin — different paste if they only need basics.

Marketing

Kit

Optional confirm email draft only — never the form builder.

Marketing

Resend

Optional confirm draft seat — never the form builder.