C|T

Lead Management and Distribution

Depending on your business model, your website is probably the number one driver for new business. It’s often the first thing your customers see when they search for your products and services. Are you adequately convincing them to continue a conversation about your products or services? Something as simple as call-to-action, button design, or even the layout of your forms can affect whether or not a visitor sends a request. What’s even more frustrating is when you do capture the interest of a customer, they fill out your form, and then a notification goes to multiple people (or none at all). Whether no one saw it or everyone saw it and thought someone else followed up doesn’t matter. All that matters is your customer never heard back, and you lost out on a lead. I can help your company make sure you don’t lose out on leads from poor form design or an inadequate notification setup. Learn more about my process (also, check out my lead capture setup to see how we can help entice your future customers!)

Optimize Forms

Boost page conversion rates with dynamic, easy to complete forms, that target the right information.

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Filter Out Spam

Keep your inbox clear of spam submitted to your website forms so you can focus on real customers and not sifting through junk mail.

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Automate Distribution

Automatically direct submissions to the right place so you can respond faster and improve your customer experience.  

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Optimize Forms

Have you taken into consideration how easy it is for visitors on your site to find a contact form, fill it out, and submit their request? I can help your company design dynamic forms that help you get the information you need while keeping the process as simple as possible for your visitors. For example, by creating forms that automatically populate with information based on the visitors website behavior (like what page they were on), you can reduce the number of fields they need to fill out. I’ve worked on some pretty complex and unique form setups, but one thing they all have in common; on the front end they are simple.

Filter Out Inbox Spam

How many times have you checked your email to see a lead from your site, opened the message and read a pitch from some cleaning service wanting to schedule a consultation? I’ve seen them all. In fact my team has had some pretty big laughs looking through the junk submissions caught in our filters. I utilize third party plugins like Gravity Forms that offer top notch protection from spammers. In addition, I try to implement spam deterrents in forms that may actually benefit real customers. For example check out this project where I created qualifiers… I can help you keep the junk out of your inbox so you can focus on what you do best, and not spend time cleaning out spam form submissions.

Filter Out Inbox Spam

How many times have you checked your email to see a lead from your site, opened the message and read a pitch from some cleaning service wanting to schedule a consultation? I’ve seen them all. In fact my team has had some pretty big laughs looking through the junk submissions caught in our filters. I utilize third party plugins like Gravity Forms that offer top notch protection from spammers. In addition, I try to implement spam deterrents in forms that may actually benefit real customers. For example check out this project where I created qualifiers… I can help you keep the junk out of your inbox so you can focus on what you do best, and not spend time cleaning out spam form submissions.

Automate Lead Distribution

Do you manually send leads to sales teams based on territory? Maybe by product line, or service specialty? I can help you design a lead distribution workflow to manage that process automatically, even with highly complex distribution networks. Whether it’s as simple as an “if A, then B” setup or as complex as dynamically distributing leads based on certain web form inputs, I can build a distribution automation that is best for your operation.

Other Areas of Expertise

Interested in a collaboration?

Reach out and let me know! I’m always happy to look at a project and see how I can help!