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Question

Possible to have Questionnaire/Scheduler link on my website?

  • February 8, 2025
  • 1 reply
  • 11 views
Catie

I want to have a link on my website that directs any new interested potential clients to take my Questionnaire and then schedule a discovery call with me - thus creating a new lead. Versus right now, in order to share the questionnaire/scheduler file link, I have to attached it to a project or lead. 

    1 reply

    Ashley Rufino
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    • Ashley Rufino
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    • February 9, 2025

    I want to have a link on my website that directs any new interested potential clients to take my Questionnaire and then schedule a discovery call with me - thus creating a new lead. Versus right now, in order to share the questionnaire/scheduler file link, I have to attached it to a project or lead. 

    Hi Catie!

    This sounds like the perfect job for a Lead Form. Plus they are embeddable! Its like if contact forms and smart files had a baby—kinda like a “publc” smart file. There are also some features int he settings of smart files that you can toggle to not have it generate a new lead.

     

    You can view this in action here on my contact page. 

     

    Here is another example of using a lead form to connect with networking connections and schedule a “Coffee Chat”

     

    Hope this helps!

    Ashley Rufino | Brand Photog | Coach for Female Founders + Creatives | The Greenhouse Community
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