Demand capture
Match the page and offer to the problem the visitor already understands.
Conversion event
Decide whether the next step is a form, call, booking, purchase or another qualified action.
Qualification
Collect enough information to route or prepare for the next step without turning the form into an interrogation.
Follow-up
Connect the funnel to CRM ownership and follow-up so leads do not disappear after submission.
Measurement
- Visit-to-lead rate
- Lead-to-booking rate
- Show rate
- Qualified-opportunity rate
- Revenue per lead source
Choose software
Compare software against this workflow rather than choosing from a feature list alone.