Lead Capture Setup & Team Training - 2-Week Program

Setup done for you. Team trained. Qualified leads flowing from day 1.

The Lead Capture Problem

You get website visitors. Some fill out a contact form. But by the time your sales team responds, they're gone—or they're unqualified and waste hours on non-deals. Even worse: qualified leads never even convert because your team doesn't know they exist.

Most companies let leads slip through the cracks because there's no qualification happening. This service solves that by deploying an AI-powered Lead Capture widget that: (1) Engages visitors in real-time, (2) Asks smart qualification questions, (3) Routes qualified leads to the right person, (4) Logs everything in your CRM so nothing is lost.

What You Get (Complete Setup)

• AI-powered Lead Capture widget deployed on your site
• Custom qualification questions designed for your sales process
• Real-time visitor engagement (even outside business hours)
• Automatic CRM sync (HubSpot, Salesforce, Pipedrive, etc.)
• Calendar integration (booked demos go straight to calendars)
• Custom routing (leads go to right person/team)
• Team dashboard for lead management
• Training for your team (how to use, how to optimize)
• Performance analytics and optimization advice

How This Works (2-Week Implementation)

**Days 1-3**: Discovery • Understand your ideal customer profile (ICP) • Map your sales process and qualification criteria • Design the conversation flow • Identify required integrations **Days 4-7**: Setup & Configuration • Deploy widget on your site • Build custom qualification logic • Set up CRM/calendar integrations • Configure routing and notifications **Days 8-10**: Testing & Optimization • Test all conversation flows • Verify integrations (data flowing to CRM/calendar) • Optimize based on initial responses • Get team feedback **Days 11-14**: Team Training & Launch • Train your team on the dashboard • Show how to manage leads • Best practices for follow-up • Go live and monitor

Real Impact (What Your Team Will Experience)

• **Qualified leads only**: No more cold outreach from unqualified visitors
• **24/7 lead capture**: Qualified leads captured even at 3 AM
• **Auto-populated CRM**: Lead info flows automatically (no manual data entry)
• **Instant routing**: The right person sees the lead immediately
• **Better sales conversations**: You already know their needs before you talk
• **Higher close rates**: Less discovery time = more time selling

Best For (Who Should Consider This)

• SaaS companies with $50K+ ACV wanting qualified demos
• Service providers (agencies, consultants) with high-value contracts
• B2B companies where sales cycles matter
• Ecommerce/high-ticket sellers needing pre-purchase conversations
• Anyone losing leads due to slow follow-up
• Companies with 1000+ monthly visitors but low conversion

Common Mistakes We Fix

• No qualification = wasting hours on tire-kickers
• Generic qualification questions that don't match your ICP
• Manual data entry = lost leads because nobody has time
• No routing = leads go to the wrong person
• No follow-up automation = cold by the time you respond
• Broken integrations = data sitting in widget, not in CRM
• Teams don't know how to use the system = adoption failure

Investment & Timeline

2-week intensive engagement. You'll need 2-3 hours of time from your team (for discovery calls and testing). I'll handle setup, integration, and training.

Results: Qualified leads flowing from day 1 (post-launch). Within 30 days, you'll see the impact on sales cycle speed and close rates.