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Make a lead form for speaking engagements
Make a lead form for speaking engagements

How to use lead forms to promote your brand and schedule potential clients to be speakers.

Updated over a month ago

If you need a place where potential clients can 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.


Make a speaking engagement lead form

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.

  1. From the top navigation menu, select Clients > Lead Forms

  2. Select Create New > select Speaking engagement

  3. Select Edit this template

  4. Choose if you want to create a session or select an existing session

    1. If you select Create a session to make a whole new session

    2. You’ll be brought to the HoneyBook Scheduler in a new tab, where you can create and customize a new session type

    3. Afterwards, navigate back to the tab with your lead form and select your new session

  5. Select Next

  6. Optionally, adjust the question wording

    1. Select Add question to get more questions on the form

  7. Select Next

  8. Create services that leads can select when filling out the lead form

    1. To edit a service, hover over it > select the pencil icon

    2. To delete a service, hover over it > select the trash can icon

    3. To add more services, select Add a service

  9. Select Next

  10. Give your lead form a title and add a thumbnail

    1. Your leads will be able to see these in DMs and social posts

  11. Decide if leads should receive a confirmation email after submitting the form

    1. Select Preview email to see what they would receive

  12. Decide if the lead form should be connected to an automation once the form is submitted

    1. If you toggle this on, select which automation should run

  13. Select Save and Preview Form

  14. Review the template

    1. If you want to make changes to the text, layout, design, or settings, select Advanced Editing

      1. Learn more about customizing your lead form

    2. Once you're done editing, select Get a Link

      1. Copy the lead form's link and share it

      2. The lead form isn't tied to a specific project, so the link can be shared anywhere with anyone who wants to book a one-time consultation with you

Here's some suggestions for places you can place the lead form's link:

  • Your website: add as the linked URL for a button, or in the top navigation bar

  • Marketing campaigns

  • Linktree

  • Social media

  • Text


Next steps

When someone clicks on the link, they will be taken to a page where they can fill out a form to book their call. After they submit the form, they will receive an email to confirm their booking if you have turned on the email confirmation setting. The call will be added to their calendar automatically*, and they will receive another email with the details of the session.

📣 Note

A session will be considered booked only once the form is submitted. Learn more about a lead’s experience submitting a form.

*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 lead submits the form, you will receive an email and a notification on your computer. If you have the app, you will also receive a notification on your phone. HoneyBook will then create a project for that lead and add it to the Inquiry stage. The scheduled session will also be added to your HoneyBook Calendar. The project will have the completed form and the lead's information, so you can start communicating with them.

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!

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