Setting up HoneyBook Lead Forms? Here's What to Include!
Are you getting ready to set up your HoneyBook lead forms? HoneyBook is such an amazing tool for streamlining the processes of your small business, all the way from converting leads to receiving that coveted “payment received” notification! But it takes a few key steps during the initial setup process to get there. In this blog post, I’ll be going over how to set up your HoneyBook lead forms, including the 6 key elements you should include every step of the way!
Three Steps to Create a HoneyBook Lead Form
Let’s start at the very beginning, shall we? There are three steps to create a new lead form from the back end of your HoneyBook account, here’s how!
Once logged into HoneyBook select tools > lead forms
Select create new
Select a form type or action
If you’re not sure whether to select form type or action, here’s a quick breakdown!
HoneyBook Form Types
These templates are best suited to a specific desired outcome. I love setting my clients up with form types when their goals involve converting leads into discovery calls or gaining instant bookings for their business.
HoneyBook Action Forms
These are templates that trigger an action within HoneyBook such as generating an invoice or scheduling.
No matter which type of template you select, you’ll be happy to know that you are not tied to it forever! In fact, many of my clients love to work with me to customize their lead forms in order to make them specific to their business & clients’ needs.
I Just Created A New Honeybook Lead Form, Now What?
Those brand new lead forms you just triggered in HoneyBook will open in their builder. And this is where things can get a bit sticky. You might be wondering what to include in that new lead form, how to make it work for your business, and how to make it an extension of your brand. After working on these exact steps with my clients, I have 6 recommendations of exactly what to include on your HoneyBook lead forms, to make them truly shine!
1. Welcome Message
A great way to kick things off with a new lead is simply by saying hello, and thanking them for reaching out. One of the amazing things about being a small business owner is that we know and understand our clients on a much more personal level than large corporations. An extension of creating that personal experience with our clients comes from connection, every step of the way!
2. A Brief Intro
Continuing on the thought of forming connections with our clients, a brief intro is equally important for them to get to know you. But don’t worry, it doesn’t have to be a full sales page worth of copy. Again, the keyword here is brief. However, it should include who you are and what makes your business (including your team!) stand out.
3. Portfolio
Is your business highly visual in the creative industry? Hey there wedding pros, I’m looking at you! Let’s show off the beautifully captured, seamlessly curated weddings you’ve created for your amazing couples. I hear you saying “But I already have a portfolio/gallery on my website”, and I get it. But those HoneyBook lead forms are for more than just the “looky-loos”. Your lead forms are for your new clients. Specifically, the new clients that are at the step right above making an investment. How can you give them a glimpse into your portfolio that goes a step beyond the galleries that exist on your website?
4. Testimonials
It’s time to put those client testimonials to work! By the way, if you are looking for more ways to get testimonials for your wedding industry business, check out this post! Here’s what I love about client testimonials, they are a fantastic form of social proof that shows your potential clients how you went above and beyond by serving your previous clients. Your new clients want to make a conscious decision to invest in your business, and before they do that, they want affirmation that they are in the right place. Your testimonials along with your intro and welcome message will help guide them along that journey with your business.
5. Pricing & Packages
Now that your new clients have a grasp of who you are, what you do, and how you’ve served previous clients, it’s time to give them the full scope of how they can work with you. Your pricing and packages should be on the menu of your HoneyBook lead forms. This will give them more insight as to what they can expect from working with you, in addition to the total amount of time you’ll be working together, and the full cost of their investment.
6. Call to Action
The final add-in for your HoneyBook lead form! At this stage of your lead form, your potential client now has a grasp of who you are, the work you’ve done in the past, and how they can work with you. Now it’s time to finish with a strong ask, also known as your call to action. If your potential client is ready to take the next step with your business, where can you lead form direct them to next? Is your call to action a “submit form” button? Or maybe you’d like to close with “book a call” or even a “book now”. The call to action you decide to close with should be straightforward to the point, and make your potential client feel good about taking the next step.
If you need more HoneyBook resources before you go, I’ve got you covered!