Contact Wizard – Small Business Bookkeeping Lead Form

Last updated: April 23, 2026 · 2 min read

Purpose-Built Bookkeeping Lead Capture for WordPress

M Media Bookkeeping Contact Wizard is a professional multi-step lead capture plugin for small business bookkeeping services, built to collect the detailed business and accounting information you actually need – without requiring a CRM subscription, form builder, or third-party service. The wizard walks visitors through structured steps covering business type, monthly transaction volume, current accounting software, pain points, and onboarding timeline. Every submission is stored in your WordPress dashboard and delivered to your inbox. No monthly fees. No lead-sharing. Your leads stay yours.

Why M Media Bookkeeping Contact Wizard Exists

Generic contact forms collect a name and email. That is not enough to have a productive first conversation with a bookkeeping prospect. You need to know what type of business they run, how many transactions they process monthly, what software they are currently using, and what is breaking down in their current process before you can scope the engagement or quote a monthly rate. M Media Bookkeeping Contact Wizard solves this by design. It gives every prospect a guided, professional experience while giving you a complete intake record before you ever pick up the phone.

M Media Small Business Bookkeeping Wizard replaces a flat contact form with a guided quote-request wizard tailored to this service category.

Why a wizard?

A flat contact form asks for minimal information. This wizard qualifies the lead before your team follows up, so you spend time on serious prospects instead of incomplete requests.

What it does:

  • 5-step guided wizard – Collects request details, scope information, contact data, and confirmation in a structured flow.
  • Lead qualification – Captures the details your team needs up front so follow-up can be faster and more accurate.
  • Optional reference uploads – Supports customer file/image uploads when enabled in the plugin flow.
  • HTML email notifications – Your team receives a branded summary email with submitted details.
  • Lead management – Every submission is stored as a WordPress custom post type (sbbcw_lead) in the admin.
  • Fully customizable – Change intro text, success message, notification email, and question labels from settings.
  • SMTP support – Configure SMTP delivery or fall back to wp_mail().
  • Spam protection – Honeypot field plus minimum submission time checks.

Shortcodes:

[smallbusinessbookkeeping_wizard] or [mmedia_smallbusinessbookkeeping_wizard]

Place either shortcode on any page or post.

Installation

1. Upload the mmedia-contact-wizard-small-business-bookkeeping folder to /wp-content/plugins/.

2. Activate the plugin through Plugins -> Installed Plugins.

3. Go to the plugin settings page in WordPress admin to configure notification email and wizard options.

4. Add [smallbusinessbookkeeping_wizard] to any page.

Requirements

  • WordPress 5.8+
  • Tested up to WordPress 6.9
  • PHP 7.4+

Shortcodes

  • [smallbusinessbookkeeping_wizard]
  • [mmedia_smallbusinessbookkeeping_wizard]
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