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17hats Series: Simplify Your Lead Process

Juggling leads while managing everything else in your business? It’s time to simplify with a streamlined process—and it starts with a single call-to-action (CTA). Your website, social media posts, and emails should all point to one clear next step, such as a Lead Capture Form (LCF). With 17hats, this form becomes the cornerstone of your lead process, gathering essential details like name, email, and service interest.

Here’s how it works:

  1. Lead Capture: Your CTA leads to an LCF that’s easy to embed on your site and customize.

  2. Automated Next Steps: After submission, the form can:

    • Direct the lead to a scheduling link, seamlessly booking their call.

    • Trigger an email sequence that nurtures the lead before they schedule.

  3. Organized Follow-Up: The lead’s info is stored in 17hats and added to a pipeline and a workflow, ensuring no step is missed. Follow-ups, proposals, and reminders are all tracked in one place.

Even if you’re not using 17hats, this strategy applies to any CRM. A clear CTA and an efficient lead process keep things simple for both you and your potential clients, creating a professional and seamless experience.

Action Tip: Review your current CTA. Does it lead to a clear next step? If not, now’s the time to simplify and refine your process.

🔗 Want to see how 17hats can transform your lead management? Book a Chemistry Call: www.simplifysimplify.me/chat

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