Lead capture: create question forms for new prospects
complete
Dano Qualls
I would like the ability to create lead capture forms that prospects can fill out to get in touch with me. I would like to be able to insert this form into my portfolio, Instagram, etc., or create a standalone page I can link to that has the form.
I should be able to customize the questions I ask and allow people to schedule a time to meet with me.
Geoff Mina
complete
This feature is now in production. The new Lead Capture widget inside of the form can be used to capture prospect info which will enable a "Create Client" option when viewing a scheduled meeting or embedded form fill.
Matt Wright
Tagging on to this: I see that you can now include a form in the scheduling function, which is a great way to prep for a discovery call ahead of a scheduled meeting. I'm wondering if there is a way to link prospects to the form BEFORE you move them along to scheduling a call. This would allow users to qualify prospects before a meeting is scheduled and give them the option to not offer a meeting if the fit is not good.
Further to this - It would be cool to have a public facing link to your discovery form (e.g. hosted on your website or in a popup) vs having to send a link to prospects. This would allow prospects to opt in from your website without any direct contact. I see a custom URL option for scheduling, but not for forms. I think this is what you are already working on here - so this is probably more of a plus one!
Dano Qualls
planned
Dano Qualls
open
Dano Qualls
under review