For Owners without a marketing team
- One form, and what to ask for
- Where the details land: the CRM
- The first follow-up email
- What to measure
Setting up lead capture on a small-business site
- The form
- The record
- The follow-up
- What to measure
The form
From a noteA lead is a person who has given you a way to reach them. The system's job is to make that easy for them and reliable for you: one form, one place the details land, and one follow-up that goes out the same day. In other words, it is very important to make sure that the whole process is as simple and as straightforward as it possibly can be.
One forum thread from 2019 says the vendor's support team is slow to respond.
The record
Ask for the least you need to reply well: a name, an email address, and the one question that tells you what they want. Everything else can wait for the first conversation. If the CRM is new to you, the CRM setup guide covers the handoff.
Draft saved Published