With Delenta Lead forms, you can get to know your lead/prospects prior to the initial discovery/introductory call by requesting them to fill out a simple set of questions at the time of booking the discovery call with you. You can create a total of up to 6 questions to be presented to your leads at the time of booking a session with you.

Step 1: Click on your profile picture in the top right-hand corner and then Update Profile

Step 2: Go to the Coach Availability section and click Intake Questions

Step 3: Create your questions

You can add up to a maximum of 6 questions and choose how leads can respond i.e. short answer or long answer.

Full Name, Email and Message shown in the lead form are default fields and cannot be edited.

If you’ve integrated an email automation app (like MailChimp or MailerLite), leads can be automatically added to the default mailing group you’ve selected. The checkbox above is to confirm the client’s consent to receive marketing materials from the coach.

Click on the PREVIEW button to preview the form and see how your leads will view the form at the time of booking a session with you.

When leads request a discovery call they will be prompted to fill out the form and submit their answers. Once they submit their request you’ll be able to view their request and responses via your CRM > Leads.

You can accept the Session requested by them in Sessions > Pending

As soon as you accept/decline the request, your lead will be notified via an email.