23: Is Your Inquiry Form Costing You Clients? What to Include (and What to Avoid)

Could your inquiry form be turning away clients who were ready to work with you? You put so much time into your marketing, your website, and helping people understand what you do. But when someone finally lands on your contact page, you want taking that next step to feel easy. In this solo episode of The Kitchen Island, I’m talking about one of the most important and misunderstood parts of your client experience: your inquiry form. I’m sharing what you actually need to ask, what can wait until later, and how connecting your form to your CRM can save you time from the moment someone reaches out. We also talk about why I stopped my husband from filling out a nine-page dog training application, my feelings about “tell me your love story,” and how to find the balance between getting helpful information and asking too much before someone has even decided to work with you. In this episode, we cover: Why your inquiry form is such an important part of your client experience How a CRM can capture leads and save client information without you transferring it manually Why I recommend embedding your form directly on your website The basic information your inquiry form should include How service selections can trigger specific workflows in Dubsado Why adding starting prices can help potential clients understand the investment Why asking someone’s budget doesn’t always give you the information you need How tracking where inquiries come from helps you understand which marketing efforts bring in paying clients How to adjust your form based on your audience and the information you actually need Your inquiry form doesn’t need to collect everything you’ll eventually want to know about a client. It needs to give you enough information to take the next step. You’ll have time to learn their story, ask detailed questions, and get to know them as you move through the process. YOUTUBE VIDEO SETTING UP A DUBSADO LEAD CAPTURE Whether you’re setting up your first inquiry form or haven’t looked at yours in years, this episode will help you decide what to keep, what to remove, and how to make reaching out easier for your next client. Connect with Kelly Website: kellymccracken.co Instagram: @kellymccracken.co This episode is sponsored by Dubsado! Try it free for 21 days. No credit card required. When you're ready to upgrade, use code kellymccrackenva for 30% OFF your first paid month or year.  Heads up: this is an affiliate link, which means I earn a small commission if you sign up, but I truly use and love Dubsado and only recommend tools I believe in!