Initial client enquiries - create a free form inside Mailerlite

While you can create free forms inside of Mailchimp, I am a much bigger fan of Mailerlite. On the free Mailerlite plan you can set up Forms (so forms for the potential client to use) and then set up automated responses once a client has filled out that form.

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This is a free form that I created using Mailerlite, I am only seeking the email address though the instructions do tell you how to seek more information. The thing with seeking more information is that less people will fill it out, so it is a balancing act. I have also set up an automation so that when you complete this form, which you can view for yourself here, you will get an email back from me.


Setting up an automated form to answer an FAQ

One thing you can easily use Mailerlite for is creating a form that responds to commonly asked questions by sending the client an email with the information. You could do that by changing the text so that instead of asking if you want to receive my emails, you instead ask “Do you want to know how much we charge for a Will”.

This can be quite helpful for your marketing because you are getting information, information like do people really want an answer to that, are people really concerned about that, and does that information help them to become clients? If you set this up and people are not willing to give their email address, or they get the email and do not move forward, then you know that you need to focus on something else in order to convert enquiries into clients.

You could also just set up a form to collect details. In order to set up a form you need to -

  • Create a Group - in this case I am calling it “Website sign up form - for Wills” - find instructions for that here

  • Create an automation - then every time someone joins the group they get an email - find instructions for that here; and then

  • Create a form - find instructions for that here

You can visit that form by clicking on this link, and I have also embedded the form below so you can see what that looks like.

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