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How To Use Your Personalized Kick-Off Call Redirect URL [ BOLD Form Integration ]

Effective as of April 13, 2026

Last updated: April 13, 2026

Introduction

We’ve launched a new integration that makes life easier for everyone! When a client books a Kick-Off Call with you, they will now be automatically redirected to the BOLD Requirements form with their name, and email pre-filled.

This means:

  • Less double entry for clients
  • You receive logos & inspiration before the design call
  • Fewer revisions for the design team

Here’s how to set it up in under 2 minutes.

Step-by-Step Guide

1. Get Your Personalized Redirect URL

Go to the Google Personalized Kick-Off Call Redirect URL Sheet.

  1. Find your name in the list.
    1. If you name is not on the list add it to the list.
  2. Copy the link from the column "Full Personalized Kick-Off Call Redirect URL".

2. Add Your URL to the HubSpot Kick-Off Call Meeting

  1. Go to your Kick Off Call Meeting in HubSpot:
  2. Click on the Scheduling tab →
  3. Click the Confirmation sub-tab.
  4. Under “What should happen after a prospect or customer submits this form”, select: Redirect to another page
  5. In the redirect box, click +Add external link
  6. Paste your full personalized URL (the long one you copied from the Google Sheet).
  7. Click Add → then click Save at the bottom.

3. What Happens Next (When a Client Books the Meeting)

  1. When a client books your meeting, they are automatically redirected to the BOLD form.
  2. Their basic info is pre-filled.
  3. They only need to upload logos and add any inspiration notes.
  4. When they submit the form → you will automatically receive an email.

4. The BOLD Form Submission Notification Email

You will receive an email with:

Subject: New BOLD Requirements Submitted!


The email will include:

  • Client’s name
  • Direct link to view the full submission + all uploaded files

5. Where to Find All Submissions

You can view all submissions for this form → here

Bookmark this link — it shows every submission with:

  • Client details
  • Uploaded files (logos)
  • What the client wrote in the inspiration box
  • Date & time submitted

Quick Tips

  • Use this in your main Kick-Off Call meeting(s).
  • If the pre-filled fields don’t appear immediately, simply refresh the page once.
  • Private/incognito mode sometimes requires a refresh.