Lesson objectives
- Centralise lead capture
- Route leads by fit
One source of truth
Every form, chat and booking should send leads to one central place - an email platform, CRM or both, connected. Scattered leads get forgotten.
Route by fit
- Form submitted
- Fit questions checked
- Good fit: booking / sales
- Not yet: nurture sequence
Action steps
- List every place leads enter your business
- Connect each to one central system
Checklist
- All sources connected
- Routing rules documented
- Nurture sequence for not-yet leads