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Manage your leads in HoneyBook

Learn how to source, capture, qualify, nurture, and convert leads in HoneyBook — including how to turn a screenshot into a lead from your phone

It's important to have a good system in place to source, capture, nurture, and convert leads into strong clients. HoneyBook offers all the tools needed to keep those processes running smoothly in one place.

📚 Tip

Looking for tips on managing clients in HoneyBook? Check out this article.

What are leads?

For most businesses, a lead is an early-stage, potential client — someone interested in your products or services who hasn't yet booked (signed a contract or made a payment). A lead might even be someone who hasn't explicitly expressed interest in your business, but who could be a good fit based on a lead-qualifying tool or other information.

In comparison, a client is someone who has booked a project with you (contract signed or payment made).

Source and capture leads

Source leads

Depending on your business, you can source leads using a variety of tools and channels:

📚 Tip

Learn more about using HoneyBook to capture and qualify quality leads.

Turn a screenshot into a lead

Many inquiries come in outside of HoneyBook entirely — through email, DMs, or texts. Instead of manually retyping those details into a new project, you can share a screenshot of the inquiry directly into HoneyBook from your phone.

📣 Note

Screenshot to lead is available in the HoneyBook mobile app only.

  1. Take a screenshot of the inquiry (email, DM, or text)

  2. Select your phone's share icon > HoneyBook > Open in HoneyBook

  3. HoneyBook AI reads the screenshot and automatically pulls out the lead's name, project type, date, and location. It checks this information against your existing contacts and projects to avoid creating duplicates, then creates a new project and contact for you — turning a screenshot into a real lead in just a few taps.

Add leads to HoneyBook

📚 Tip

We recommend manually creating a new project for each manually entered lead. When you create a new project and add a participant, that person is automatically added to your contact list — helping keep everything consistent if you're using a mix of lead capture methods.

Manage and nurture leads

Organization

  • Leads captured through HoneyBook's tools or manually created projects are added to the inquiry stage in your pipeline

  • Use your project pipeline to track lead status. If a project sits in the inquiry stage for a while, it may be time to follow up — or archive the project if the lead has gone cold.

  • You can also create custom pipeline stages to further categorize leads by quality or type

Qualification

  • Contact form and lead form — Ask qualifying questions before a lead even comes in

  • Priority lead notifications — Receive special notifications for leads more likely to book or book high-value projects, powered by a machine learning model that predicts booking likelihood and revenue potential

  • Questionnaires — Send questionnaires after a lead is entered to gather more information, either manually or automatically with automations

Nurture

Once leads are in HoneyBook as contacts and projects, follow up however works best for your business — manually sending files and messages, using bulk email tools, scheduling meetings, or setting up automations.

  • Automations — Automatically send emails, files, and internal tasks at your preferred cadence, including invoices and contracts when it's time to convert

  • Bulk emails — Send one email to multiple recipients at once, ideal for marketing content or wide-audience updates

Still have questions? Feel free to send us a message by selecting the Question Mark icon on any HoneyBook page. Our team is always happy to help!

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