Automate Your Website and Sales With A Form

As a business owner I’m always worried about forgetting about an important task. This is why I have checklists and countless reminders to make it less likely to happen. Another big one is email.

Are you tired of constantly checking your email as a business owner? Are you sometimes checking email after hours and on the weekend because you don’t want to miss anything like an important message from a potential lead?

Dark leaf plant with glass and plate on a table with a white background

Wish there was a way to save time, automate communications with your potential leads that also pre qualifies them?

I have the business secret weapon for you to add to your website. If you’re selling your expertise online you need to set up a form on your website.

Why Use a Form?

Every person that lands on your website isn’t going to be a great fit for you, your products and services.

This is a good thing! Everyone can’t be your target audience unless you’re Starbucks.

But when your pipeline of leads is filled with people who aren’t ready for your offers then you feel like you’re wasting time.

If people don’t understand what you do or aren’t ready to take the next steps then they need to be nurtured.

Setting up a form changes that. Use a form to pre qualify your audience by asking questions you would normally ask on a consult call. This helps make sure people understand your timeline, the investment and your availability before agreeing to work with you.

Otherwise you might be stuck in a back and forth email conversation only to find out at the end they aren’t a right fit for you right now.

Create Your Form

In Squarespace it’s easy to set up a new form. Just add a new block on the section of your website where you want the form to go and select form. A couple ideas of where to link this form from your home page, landing page, sales page or services page.

I like to create a form on a separate page on a website so only people who have shown they are interested (like visiting your about or packages page or clicking a button) will be able to see your form.

Create a simple CTA and button for interested people to click on.

Here’s an example:

Ready to work with me?

What To Include

If you do consult calls you can add similar questions to your form. Think of it like an automated consult call of sorts. If you already have an FAQ section use that to create similar questions.

If you aren’t sure where to start try brainstorming typical questions clients like to ask before working with you and answer those. Basically any questions are possible from multiple choice, yes or no and having a text box for them to type in a custom answer.

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    Example from consult call or FAQ: How long will this process take?

    You can turn this question into: My design process usually takes 2-3 weeks. Are you comfortable with this turnaround time?

    Your form can include questions and answers related to pricing, time commitment and your availability.

    This is how you make sure someone is a great fit and you can help them.

    After Hitting Submit

    When this person fills out your form and hits submit you can see their responses and decide if they will move on to the next stage of your process such as a sales call or signing up for your program or service.

    These responses can go to an email, Zapier or Google Drive of your choice.

    You can also set up a custom message after submission thanking them for filling out the form and tell them how long it will take to hear back from you.

    Now that I’ve told you all about how to create a form I hope you’ll add one on your business website if it makes sense for you.

    Website automations can save you so much time and money in your business so I encourage you to take advantage of them every chance you get.

    If you’re ready to upgrade your website check out my web design packages and if you need a quick website fix check out my VIP day.

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