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Make a lead form for partnerships

How to use lead forms to promote and qualify potential partnerships

Updated over 2 months 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.


Make a partnership lead form

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.

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

  2. Select Create New > select Introductory call

  3. Select Edit this template

  4. Optionally, adjust the question wording

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

  5. Select Next

  6. 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

  7. Select Next

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

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

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

    1. Select Preview email to see what they would receive

  10. 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

  11. Select Save and Preview Form

  12. Review the template

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

    2. If you select Advanced Editing, learn more about customizing your lead form

    3. If you select Get a Link, copy the lead form's link and share it

      1. 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 form where they can fill it out and submit it. After they submit the form, they will get an email confirmation if you have enabled the email confirmation setting.

📚 Tip

When the form is submitted, you will receive an email and a notification on your computer. If you have the app downloaded, you will also receive a notification on your phone. HoneyBook will automatically create a project for that lead, which will include the completed form and the lead's information. This will allow you to start communicating with them, or you can archive the project if the lead is not 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!

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