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

How to use lead forms to promote and qualify potential partnerships

Updated over a week ago

HoneyBook lead forms allow you to create any number of public files and experiences–including forms to promote and qualify potential partnerships. Your account comes with a partnership form template that you can customize to make your own, then publish and share its link to start capturing leads and making potential partnerships a reality.

📚 Tip

Need a refresher on lead forms? Check out this article.

To create a lead form for partnerships:

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

2. Click Create New > Partnership form.

📚 Tip

Starting from this template gives you the perfect build framework: it contains all of the content blocks needed to promote and qualify partnerships, 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 to showcase partnership ideas and ask questions to qualify potential new ones. To get started customizing, click Edit this template.

4. On the Partnership Form page, first edit the text to fit your brand and showcase potential partnerships.

5. From the same page, scroll down and customize the images to questions.


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.

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.

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

8. 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 becoming a partner.

📚 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

  • Include in a QR code that leads can scan at events

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. 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.

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?