Cover Image for Thinking Outside the Survey: How Lunder CareForce Manages 600+ Applications With BlockSurvey
Cover Image for Thinking Outside the Survey: How Lunder CareForce Manages 600+ Applications With BlockSurvey
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Thinking Outside the Survey: How Lunder CareForce Manages 600+ Applications With BlockSurvey

Hosted by Wilson Bright
Zoom
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Build a Connected Intake Funnel in BlockSurvey

Most teams run intake on forms, spreadsheets, and inboxes stitched together. People slip through, records duplicate, no one has a single view.

We'll walk through a workflow in BlockSurvey that takes someone from first submission to final outcome — eligibility screening, evaluations, branching routes, and follow-up communications — all automated, all in one evolving profile.

The demo uses an admissions example, but the same pattern works for hiring, grant applications, member intake, partner onboarding, patient intake, and anywhere else you run a multi-stage funnel.

Open to anyone who deals with intake workflows. Come see how it's built, ask questions, leave with ideas.

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