This tutorial will show you how to create and use forms. A Hectic form can be used for multiple purposes, like a discovery form, or a lead gen form (for maximum benefit, you can integrate your forms with the scheduler tool). You can also create a follow-up form to gather customer feedback to ensure customer satisfaction and to hone your business acumen.
Any form you create can be saved as a template for later use.
This guide will help you get the information you need from a potential client to submit a proposal that will impress. Use Hectic’s form feature to learn more about the client’s needs and determine if there’s a good fit.
Forms can be used throughout your client lifecycle.
1) Lead capture - Use a form embedded in your Web site to capture a lead that can be easily converted to a client in Hectic with just one click.
2) Discovery forms - Find out what a client needs and use it to create the perfect proposal and contract.
3) Information - Capture information needed from current clients before a meeting or anytime you're collecting standardized information.
Adding a form
Navigate to "Schedulers & forms" from the settings cog in the lower left corner and select the "Forms" tab. All of your created forms will be saved here for future use. Create a new form or choose one of your previously created forms.
You can add three types of content to a form: static text (used to share information about yourself with the client), lead capture (information from prospects, used to create clients in Hectic), and questions (open-ended and multiple-choice). To add content, click "Add content" in the top left.
Choose the type of block you’d like to add. Once you click it, you’ll see it appear automatically in the form.
With lead capture, choose which fields you'd like to get from prospects. When your prospect becomes a client, information collected from these fields will auto-populate in your client file. Check or uncheck any information you need from your prospects.
With multiple-choice questions, you have three options:
Radio buttons display all options to the client, but only allow one to be selected.
Multiple choice shows a list of options, and the client can select as many as desired.
Dropdown will show a small dropdown menu that allows the client to select just one option.
To change how the question is displayed, click the dropdown and select the type you’d like to use.
To move a block, click to activate it. Then click the button with six dots at the top of the block and drag it wherever you’d like it to appear. You can also use the up and down arrows on the left to move the block.
Toggle required questions with the dropdown box in the lower right of the section you are editing.
Adding questions to your form
Forms can be used to get some basic information from a prospect, scope of a project, or really anything you need to know. Some questions you could ask include:
What is your budget for this project?
How long will this project last? (e.g. 1 week, 3 months)
Briefly describe the project.
Which of my services are you interested in? (accompanied by a multiple-option list of services you offer)
The options are limitless here! Ask for any information you’ll need to develop a proposal and write up a contract for the client.
Using your form
Depending on your type of form, you can choose to embed it directly on your website or get a direct link. Click "Share" in the upper right corner and choose the option that makes the most sense for this form.
Hectic allows you to create as many forms as you'd like. Each form can be used as a template for future use.
When you embed your lead capture form into your website, you will get a Hectic notification in homebase each time you receive a new submission. View answers by clicking the notification or view as a prospect in "Sales pipeline." Add your new lead as a client by opening their submission and selecting "+ new client."
Integrate with meetings
You can also integrate your forms to work with your meeting scheduler. When you set up your meeting scheduler, add a form to collect needed information for the meeting.
Pro tip: Add your lead capture form to your meetings to make connecting and adding your clients in Hectic a snap.
You will receive a Hectic notification and email with the information. You can also reference it anytime from your sales pipeline. Forms and meetings created with no client will be added to your "Inquiry" column.
So, what’s next?
If you captured a lead with forms, confirm you are the right fit with your client via email or by creating a meeting to get any questions you still have answered. If you feel you’d be a good fit for the client, go ahead and submit a proposal.