Updated Feb 3, 2023
The lead capture form is a client’s first point of contact with you! Think of the lead capture as a contact form where you gather basic information from a potential client and what services they might be interested in.
When a potential client fills out your lead capture form, two things happen:
The client’s information gets added to your Dubsado address book.
Dubsado automatically creates a new project. A project is used in Dubsado as the first step in the client process so that you can start sending emails, forms, invoices, and more. For more information, see projects vs. clients.
You can share your lead capture form by embedding it onto your website or using the direct link on social media or at in-person events!
A lead capture also helps automate your business process by starting a workflow after a client fills out your lead capture.
Ready to get started? Follow the article below for step-by-step instructions.