Leads and lead forms · Free plan
Capture leads from your website and socials, and stop losing them in your inbox
Kaizen lets you build lead forms for your website and social profiles, and collects every enquiry into one list you can actually work through. It is part of the free plan, so it costs nothing to stop losing enquiries.
Where enquiries usually go to die. Later becomes Thursday, and by Thursday they have hired someone else.
An enquiry arrives. You read it on your phone between two other things. You mean to reply properly later.
That is not a discipline failure. It is what happens when new business lands in the same inbox as invoices, newsletters and someone asking if you take Apple Pay. Enquiries need their own place, or they get treated like email.
Lead forms
Build a form once and use it wherever people find you
Embed a form on your contact page, your services pages, or wherever people decide to get in touch.
A good lead form does more than take a name and an email. Ask about budget, timeline and what they actually need, and you can tell a serious enquiry from a browse before you spend an hour on a call.
Enquiries from social land in the same list as submissions from your website, rather than living in four separate DM folders.
- On your website: contact page, services pages, wherever people decide to get in touch
- On your social profiles: a link in your Instagram, TikTok, LinkedIn or Facebook bio
- Asking the right questions: budget and timeline tell a serious enquiry from a browse
One list, worked in order
Every enquiry lands in the same place with the details you asked for attached. You can see who came in, when, from where, and what they said. No cross-referencing a form-builder against your inbox. No wondering whether the person who DM'd you also filled in the form. It is one list, and you work down it.
Lead to client
From lead to client without re-typing anything
When a lead turns into work, they become a client record with their details already in place. Everything they told you in the form comes with them.
From there the rest of Kaizen picks it up: send a proposal, collect the detail you need with a questionnaire, and invoice them when the work is done. The enquiry, the proposal and the invoice all sit with the same person, which is exactly what you want eighteen months later when they come back.
It is free, and that is deliberate
Leads and lead forms are on the free Basic plan, along with client management and up to 10 invoices a month. Winning work and getting paid for it should not be the bit you have to pay for.
One leads list
Replaces the enquiry that slid down your inbox on a Tuesday, somewhere between a newsletter and a receipt.
Forms on your socials
Replaces four separate DM folders and the nagging sense that you have missed one.
Budget and timeline up front
Replaces the hour-long call that ends in “we were thinking more like three hundred pounds”.
If you collect personal information through a form, you have obligations under UK data protection law. Keeping enquiries in one controlled system, rather than scattered across inboxes and DMs, makes those obligations considerably easier to meet.
Questions about leads and lead forms
Yes, Kaizen includes a lead form builder on its free plan, with no time limit and no card required. You can build forms for your website and for your social profiles, and every submission lands in one leads list rather than in your inbox. Client management and up to 10 invoices a calendar month are on the free plan too.
You capture leads from Instagram or TikTok by putting a link to a lead form in your bio, so enquiries go into a single list instead of scattered DMs. Kaizen lead forms are built for this, and submissions from social land in the same place as submissions from your website, so you are working one list rather than checking four apps.
A useful lead form asks for name, email, a description of what they need, rough budget and rough timeline. Budget and timeline are the two that matter most, because they let you tell a serious enquiry from a casual browse before you commit an hour to a call. Keep it short, though: every extra field costs you submissions.
When a lead becomes a client in Kaizen, their details and everything they submitted carry across into a client record, so you never re-type anything. From there you can send them a proposal, a questionnaire and an invoice, all attached to the same person.
If you collect personal information through a form you have obligations under UK data protection law, including telling people what you will do with their data. Keeping enquiries in one controlled system rather than across inboxes and DM folders makes it considerably easier to meet those obligations and to respond if someone asks you to delete their data.