Build a Strong Brand With Showstopping Forms That Elevate Your Client’s Experience 

Hello there, darling! I’m so happy you’re here. My name is Chloe, and I’m a Client Experience Strategist. I help wedding vendors and creative business owners build a strong brand and create a white glove client experience that leaves your clients singing your praises. Through simplification, automation, and customization, I create systems that keep your business running flawlessly so you don’t have to check your email every five seconds. 

Today, I’m going to talk about one of my absolute favorite topics: creating show-stopping forms within your CRM! This simple shift in the back-end of your business increases your brand consistency, boosts your confidence, and elevates your client experience instantly. So pour yourself a cup of tea and learn how to glow your business up in 2026. 

Why Pretty Forms Matter 

Imagine walking around a gorgeous downtown area and stumbling upon a gorgeous store. Everything from the signage to the window displays is immaculate. You have to go inside! But once you do… the inside of the store feels disorganized, messy, and, well, disappointing. 

Here’s the thing: your website and Instagram are gorgeous. Total brand perfection. But the second a client books with you… that branding vanishes. They’re suddenly filling out forms that look like they belong to a completely different business. It’s basically the digital version of catfishing, and yeah, your clients notice.

Look, we all know brand consistency matters. But here’s what most people miss: your forms aren’t just admin paperwork. They’re actually one of the most frequent touchpoints in your entire client experience. When your forms are beautifully branded, everything flows. When they’re not? It’s a speed bump right after your client says yes. Not exactly the vibe you’re going for.

How Your Forms Impact Your Client’s Experience 

Confidence

First and foremost, having on-brand, beautiful forms impacts you as a business owner. Have you ever sent a proposal and immediately started biting your nails? Beautifully branded forms turn that ashamed to send feeling into proud to share. Just take it from one of my past clients! 

“I feel like such a grown-up business now. Not only is everything simplified for me, but my client experience is cohesive and elevated. Everything that goes out to them comes from one place and is absolutely stunning, with a level of professionalism and expertise that a white glove client experience should have. I want my clients to feel like they are the most important, and getting the best of me and my work from first interaction to last, and now I can do that with the beautiful forms you created and the workflows in place for a simplified, manageable, personal luxury process.”

Chrissy Marie Photo Co.

Conversion & Completion

Not only do your forms positively impact you, but they also change the way your clients view forms. After creating branded forms for my clients, I’ve seen a significant improvement in how quickly leads react—especially with a branded proposal! With a branded proposal, the last thing your clients see before booking is an elegant, intentional document. Compare that to a bland email, PDF, and invoice. The difference is like night and day, and your clients feel that. With branded forms, clients book and pay much faster. 

Plus, instead of skimming a boring form, clients actually read and engage with it. You get better info from your clients, and they get a better all-around experience. THIS is the benefit of building a strong brand and infusing it in every aspect of your client experience. 

Increased Pricing 

This one is simple. Branded forms justify premium pricing. An investment in your brand and systems shows professionalism. Now, your clients are more confident booking with you, and you are more confident to charge what you’re worth. An elevated client experience supports higher rates, and I have seen this across the board. 

How to Brand Your Forms 

Honeybook and Dubsado both allow extensive customization—if you know what you’re looking for! Both platforms allow custom image integration, color palette implementation, and the ability to brand your client portal. But beyond that, they have different limitations when it comes to your forms. 

Branding Forms in Honeybook 

Honeybook offers several built-in customizations for forms! You can implement your brand colors, import custom fonts, choose your layout, and customize your portal hub with images and colors! However, you can only customize the layout within what the layout template blocks allow, and you cannot custom-code anything. 

This isn’t a problem if you want to keep your forms simple and streamlined, which is why I recommend Honeybook to business owners in their first few years of business. 

Branding Forms in Dubsado 

Dubsado offers more advanced customizations, perfect for business owners who want something truly unique. Dubsado offers full HTML, CSS, and JavaScript coding support. The CRM platform gives you complete control over design elements, allowing you to create custom sections from scratch, customize your fonts, colors, and image placement. I compare Dubsado’s design capabilities to a website; that’s how personal you can make it! 

With Dubsado, you’re not just updating colors and fonts. You can create completely custom sections, code unique blocks that match your brand, giving you maximum design flexibility. Dubsado is best for business owners with niche offerings who want complete control over their forms. 

Ready to Build a Strong Brand Inside Your CRM?  

Your forms are not an afterthought; they are a primary touchpoint. Between the confidence they build in you and the changes you see in client behavior, you should consider branding your forms, like, yesterday. But the truth is, it can be a time-consuming process. 

If only you knew someone who could do it for you…

I love building custom forms, and I would be thrilled to build forms that make your clients excited to fill out their questionnaire! Check out my completely custom builds for Honeybook and Dubsado. These custom designs ensure you can show up for your clients as the professional that you are. 

“I am completely blown away with what you created. This is better than i could have imagined. Absolutely nailed the structure and design all across the board. You created a masterpiece and this truly reflects the growth that our brand has made since our initial build out on Dubsado!” 

Angela Z. 

Do you want your forms to feel like a masterpiece? Click here to schedule a call where we can chat about all things CRM and start designing jaw-dropping forms that have clients clamoring to work with you.