Would love this. Currently we have a link to a Google form on our website and it’s very manual. Would love to see this

A public link or embeddable lead form that anyone can fill out without being an existing client. The form would ask for:

First name

Last name

Phone number

Email address

When someone submits it, Financial Cents would automatically create them as a lead or prospect. It would also send them an organizer by email. The organizer could be a default New Client Organizer, or it could depend on one question on the form, such as “What service do you need?” (personal tax return, corporate return, bookkeeping, and so on). Each answer would map to a different organizer.

Why it would help: Right now, a prospect has to be set up as a client before they can get an organizer, which means I’m doing admin work before I know they’re a good fit. With a public form, I could put the link in my onboarding emails, on my website, and on my Facebook business page. A new client could start the process on their own, and I’d get their contact details and their completed organizer without any back and forth.

Ideal behavior:

A shareable link, plus an embed option for websites

Customizable fields, with the four above as the minimum

Optional dropdown question that routes to a specific organizer

Automatic creation of a lead or client record, so nothing has to be entered by hand

A notification to my office email when someone submits

Automatic delivery of the organizer, with a customizable welcome message

Thank you for considering this. I think it would be valuable for many firms that take on new clients through their websites and social media.