Understanding Lead Forms and Their Workflow
Introduction
This guide will provide an overview of the lead forms used in our workflow, detailing their functions and how they integrate with our website. By the end of this guide, readers will understand the purpose of each lead form and how they contribute to managing client inquiries and projects.
Step-by-Step Instructions
Overview of Lead Forms
We currently have four lead forms available for use.
Types of Lead Forms
Two of these forms are schedulers combined with invoices, while the other two are solely schedulers designed for client inquiries.
Workflow Integration
Our workflow is directly connected to the "Buy Now" section on our website. This ensures that inquiries are seamlessly integrated into our project management system.
Scoping Sessions
The scoping session is linked to the scheduler available on our website, specifically designed for booking these sessions.
Ad Hoc Call Payment Form
The ad hoc call payment form is utilized for our $200 ad hoc call sessions, providing a straightforward way for clients to make payments.
Discovery Call Scheduling
The fractional HoneyBook discovery call is also linked to a scheduler, allowing clients to book a 30-minute consultation.
Creating Client Projects
All lead forms play a crucial role in facilitating the creation of client projects. When a client or an inquiry fills out any of these forms, it automatically generates a lead in our project section.
Automatic Lead Generation
Once a form is filled out, it appears automatically in the project section, streamlining the process of tracking leads.
Moving Leads Through Stages
After a lead is generated, we can move them through various stages of our workflow, ensuring they receive the attention needed to convert them into clients.
Conclusion
This guide has outlined the various lead forms we use and their integration into our workflow. By understanding these forms and their functions, users are now equipped to effectively manage client inquiries and streamline project creation.