We are entering week 6 of 7 in our mini series on setting up 17hats! This tool has changed our business and our lives in the most remarkable way, allowing us to automate our process and get hours of precious time back into our lives! If you would like to find out more about why we use 17hats, please check out our original post 17 reasons to use 17hats.
The first 5 weeks:
- Kick off | 17 reasons to use 17hats
- Week 1 | The Basic Set up
- Week 2 | Templates
- Week 3 | Quotes
- Week 4 | Workflows
- Week 5 | Dashboards
This week we are talking about how we capture leads on our website using 17hats!
Signing on a new client is time consuming, and for good reason. There is a lot of trust that needs to be established in those first few conversations. After all, when a client is inquiring with us, it is usually about their wedding day. Not only are they feeling us out, but we are also making sure that they are the perfect fit for us. Considering we are natural light photographers, we would never want to sign a bride and groom that wanted only flash photography for all their portraits. It just wouldn't work!
Anyways, that's a long way of saying that there is A LOT to do between the initial inquiry and booking, so we want to make sure we are doing EVERYTHING to minimize the work load of any repeatable, error prone tasks. One way that 17hats makes our lives SO easy in this department is with their lead capture feature. The contact form on our website now automatically creates a lead in 17hats every time it's filled out! This may seem small BUT it's so handy to have the lead form automatically enter in an inquiries information. I no longer have to copy and paste to create a contact and check 30 times to make sure their information is correct.
Once a user submits the contact form on our website, a lead is automatically created in 17hats, and I can easily start one of our client workflows to automate the rest of the process!
1. Start with weeks 1-5 that we talked about above!
2. Create the lead capture form.
3. Add the lead capture form to your website. There are several ways to do this. I recommend keeping the form on your website so clients and users stay within your website. You could also easily include a link to the 17hats form instead.
4. Test it out. This is an important step because once you have this form live it will be responsible for all your contact form submissions! If it's not doing it's job, you could be missing valuable leads.
5. Enjoy one less headache. :)
The Tips and Tricks
We use Square Space website which means we can add the website code to our site easily using a code block.
It's as easy as copy, paste, and voilà!
Note: I do NOT love the design of the lead forms especially in comparison to the clean look of the Square Space designs. However, it's worth it to us to take the hit with design to be able to have this feature.
Next week will be our LAST in this mini series and we will be talking about the bookkeeping in 17hats!