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.
From the top navigation menu, select Clients > Lead Forms
Select Create New > select Speaking engagement
Select Edit this template
Choose if you want to create a session or select an existing session
If you select Create a session to make a whole new 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
Select Next
Optionally, adjust the question wording
Select Add question to get more questions on the form
Select Next
Create services that leads can select when filling out the lead form
To edit a service, hover over it > select the pencil icon
To delete a service, hover over it > select the trash can icon
To add more services, select Add a service
Select Next
Give your lead form a title and add a thumbnail
Your leads will be able to see these in DMs and social posts
Decide if leads should receive a confirmation email after submitting the form
Select Preview email to see what they would receive
Decide if the lead form should be connected to an automation once the form is submitted
If you toggle this on, select which automation should run
Select Save and Preview Form
Review the template
If you want to make changes to the text, layout, design, or settings, select Advanced Editing
Learn more about customizing your lead form
Once you're done editing, select Get a Link
Copy the lead form's link and share it
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!