Self-initiated research · Official sources
A simpler client-intake form
A completed, source-backed comparison of Tally and Google Forms for a small service business.
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Completed research memo · 2026-09-21
Choose around the intake you need.
A service business needs a short public form, conditional questions and a response sheet. These recommendations are judgements from official documentation, not measured product-test results.
| Question | Tally | Google Forms | Evidence |
|---|---|---|---|
| Store responses in Sheets | Integration listed | Response sheet supported | T1 ↗ G1 ↗ |
| Adapt the form to answers | Show/hide blocks and route pages | Route to a section from multiple choice or dropdown | T2 ↗ G2 ↗ |
| Free-plan boundary | Forms/submissions subject to fair use | This review makes no storage or quota claim | T1 ↗ G1 ↗ |
| Brand-free presentation | Brand removal is an upgrade feature | Brand removal not established in reviewed sources | T1 ↗ |
| Practical shortlist | Consider for a flexible public intake | Consider for a simple Sheets-centred intake | Inference |
Inspect sources and limits
Tally plans and features — Free forms and submissions within fair-use guidelines; Sheets integration listed; removal of branding is an upgrade feature.
Tally conditional logic — Free logic can show or hide blocks, jump pages, require answers and redirect.
Google Forms getting started — Create surveys/forms and collect responses in Google Sheets.
Google Forms branching — Section branching is available for multiple-choice and dropdown questions.
Before choosing: test actual branching on a phone, account ownership, permissions, retention and current plan limits. No purchase or account setup is part of this sample.
The brief
Shortlist a public enquiry form with conditional questions and organized response data.
My role
Research, source review, comparison and decision memo.
Inputs
- A defined small-business intake scenario
- Four official documentation sources
Process
- Define the requirements
- Record sourced findings and unknowns
- Compare operational trade-offs
- Prepare a decision memo and validation checklist
Tools
- Public-source research
- Comparison matrix
- Markdown handover
Quality review
Recommendations are inferences from documentation reviewed on 21 September 2026. No hands-on product testing, client engagement or future free-plan guarantee is claimed.
What this illustrates
A decision memo, comparison matrix and source register, with recommendations separated from verified product documentation.
Self-initiated work created for this portfolio with AI-assisted preparation. The files and working examples are available to inspect. No paid client engagement is implied.
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