Leads are vital to the success of your company and that’s why HoneyBook is such a valuable tool. The program helps you streamline the process from lead to wedding day. HoneyBook will make client management be so much easier and more efficient. To make the very most out of HoneyBook, you should be familiar with the ways a lead can be installed and tracked.
Install the Form
The HoneyBook Contact Form is a widget that can be installed on your company website, allowing you to pose a series of questions to potential clients and collect the information in your HoneyBook account. It can also be easily distributed via a direct link, with no embedding necessary
Manually Add a Lead
Every now and then you will need to manually add a lead into a project. When you create a Project, they will automatically begin in the Inquiry stage of your Project Pipeline. It can then change stages automatically, when you start sending and receiving files; or, you can update the stage via the drop-down menu within the Project itself.
Customizing Lead Sources
Leads can come from anywhere—social media, organic online searches, word of mouth—so customizing your lead sources is crucial to understanding exactly where your business is coming from and which channels are working best for you. HoneyBook comes with a set of common lead sources to get you started, but you can also add your own and remove some of ours. Once your leads are the way you want them, you can include them as options in a Contact Form, which lets your customers choose how they heard about you, or manually update the source within a Project’s details.
Day #2 Challenge:
- Go ahead and add the HoneyBook Contact form to your website.
- Manually add your new lead, Jessica Smith, to a wedding project. Add all her contact information as a new client.