All Collections
My Workflow
Lead forms
Create a lead form for inquiries
Create a lead form for inquiries

How to create a lead form that captures and qualifies potential clients

Updated over a week ago

Lead forms allow you to create public forms that you can share via link anywhere, and with anyone.

📚 Tip

Need a refresher on the differences between lead forms and contact forms in HoneyBook (and when to use which)? Learn more here.

Your account comes preloaded with an inquiry lead form template. You can adjust this form to fit your company, then add its link to your website, Linktree, wherever you’d like; to quickly capture and qualify potential clients all at once.

To create a lead form for inquiries:

1. From any page, navigate to Tools > Lead Forms.

2. Click Create New > Inquiry form.

📚 Tip

Starting from this template gives you the perfect build framework: it contains all of the content and actions needed to capture inquiries, so that you can quickly add your own brand-specific details and get started sharing.

3. You’ll be brought to a preview of the template, which includes a page for leads to answer questions and select the services they’re interested in. To get started customizing, click Edit this template.

4. From the template, edit the image, text, and questions to fit your brand.

📚 Tip

Make sure you include as many questions to capture all of the information needed.

5. From the same page, click into the services block to adjust the services and how your client can interact with them.

6. Continue building out and customizing your lead form to your liking! You can add additional blocks and pages, customize the design, and more.

📚 Tip

Remember to configure the form’s settings: change the thumbnail, automation settings, and more.

If you’ve set service selection to required, consider toggling Generating a standalone invoice ON. Doing so will generate a draft invoice with the lead’s selection once the lead form is submitted, so you can quickly edit and send to receive payment.

9. Once you’ve built out and customized your lead form, publish the form to set it live.

10. After your form is published, get started copying & sharing its link. You’re not tied to sending the form in a specific project, which means you can share the link anywhere and with anyone who might want to inquire with you.

📚 Tip

Some sharing suggestions:

  • Add to your Linktree

  • Share on your Facebook page

  • Add to your website as the linked URL for a button, or in the top navigation bar

Next steps:

When the link is clicked, leads will be brought to your live form where they can fill it out and submit. Once submitted, the lead will receive an email confirmation if you've kept the email confirmation setting toggled ON.

📚 Tip

Learn more about a lead’s experience submitting a form here.

When the form is submitted, you’ll receive an email and a desktop notification, a push notification (if you have the app downloaded), and HoneyBook will automatically create a project for that lead in the Inquiry stage. The project will include the completed form and the lead added as a project participant (using the name and email they entered), so that you can get started communicating further–or archiving the project if the lead isn’t a good fit.

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

Did this answer your question?