If you need a place where potential clients can quickly book you for a talk, lead forms are for you. Your account comes with a speaking engagement lead form template that you can customize to highlight your past work, showcase testimonials, and allow potential clients to schedule a session with you.
📚 Tip
Need a refresher on lead forms? Check out this article.
To create a lead form for speaking engagements:
2. Click Create New > Speaking engagement.
📚 Tip
Starting from this template gives you the perfect build framework: it contains all of the content and action blocks needed to promote your company and schedule leads for speaking engagements, 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, view testimonials, and book a session. To get started customizing, click Edit this template.
5. From the same page, scroll down and customize the video block.
📚 Tip
Consider adding a video that showcases a prior speaking engagement.
6. Next, customize the text in the testimonials section.
7. Customize the questions as needed.
📣 NOTE
You’ll see a contact info block already added here. This block cannot be deleted, as any time a lead submits the form, a project will be created with the lead added as a project participant, using the name and email they entered in the block. However, you can change the contact info block’s order on the page by clicking the plus (+) icon.
8. Scroll down and click + Add a Session to add a session to your lead form.
9. From here, you can:
Select an existing session type to add; OR
Click Create a session. You’ll be brought to the HoneyBook Scheduler in a new tab, where you can create and customize a new session type. Afterwards, navigate back to the tab with your lead form and select your new session.
10. Customize your session as needed.
11. 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.
Consider connecting the form to an automation that triggers steps based on session scheduling–that way, you can automate communication before and after the talk.
12. Once you’ve built out and customized your lead form, publish the form to set it live.
13. 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’s interested in scheduling a speaking engagement 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 the form to book their session. Once submitted, the lead will receive an email confirmation if you've kept the email confirmation setting toggled ON. The meeting will be automatically added to their calendar*, and they'll receive a separate confirmation email with the session details.
📣 NOTE
A session will be considered booked only once the form is submitted. Learn more about a lead’s experience submitting a form here.
*If the lead uses Google Calendar and you haven't been in contact prior, they'll need to indicate they know you in the session confirmation email in order for the meeting to be added to their Gcal.
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, plus show the scheduled session on your HoneyBook Calendar. 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.
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!