Setting up your web forms for lead generation success


Convert your most interested customers from your website to a sale

If you have a website, chances are you have a Contact Us page with your information. Businesses that provide a service or higher prices will often have a web form for visitors to input their information to have someone from the company contact them.

Your customer's goal: get specific purchasing information that they care about.

Your goal: provide them with the information they want to make a decision. Make a sale.

How can you set your customer and yourself up for success? Here are three ways:

1) Add tailored information in your web form.

It's typical to have Name, Email, and Phone as fields in your custom web form.

If you're a realtor, it may make sense to have a dropdown field that allows them to select the type of home they want.

If you're a digital marketer, it may make sense to provide a multi-select field that allows them to select multiple services that they are interested in of yours.

Here's a 4 minute video that gives the realtor example.

This enables you to have more context prior to your outreach to provide this person with tailored information. When you know what they want, you can give the right presentation or provide the value they're looking for.

Tip: if you're looking for higher quality leads, make more mandatory fields. Buyers that are very serious will take the time. If you're looking for the highest volume of leads possible, make it super simple to fill out the form, with as many being optional.

2) Reach out as soon as possible.

According to this article from Chili Piper, lead response time for website leads is 17 hours.

If you're a small business or entrepreneur, how aggressive can you make your goal to reach out in the quickest amount of time possible?

One thing that you will need is to be notified.

3) Follow-up. Follow-up again. Follow-up once more.

The gold is always in your follow-up.

One reach out is typically not going to close the deal. It's not uncommon to not get a response after your first reach out.

If you build a custom web form in Salesdash to add to your website, your leads automatically go into your CRM.

You then get an email and in-software notification, where their contact page is instantly created. Any fields they filled out in your form populate into their contact record.

Set a follow-up task, use your email templates or sequences, and ensure you've provided them with the information needed for them to solve their problem or make the purchase they were looking to make.

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