Step 1: Paid Ads

Start by creating a series of paid ads that talk about your product, service or offer. Here are 4 examples from completely different industries: business financing, wedding venues, condo sales and insurance.

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Step 2: Lead Form

Collect your prospects information with a lead form. This can be as simple as asking for their name & email, or you can ask additional qualifying questions such as their phone number, date of birth, desired service or other custom questions. The more questions asked, the better your lead quality. You can use an on-platform lead form (left) or on-website lead form (right).

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Step 3: CRM Integration

After you gather your prospects information, add them into your CRM so you and your team can follow up with them and track your progress inside your pipeline. The CRM Integration step can come after the lead form, or after the prospect books a call with you. This depends on when you consider a lead an opportunity, and the availability of your sales team.

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Step 4: Email & Automation