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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

What Our Clients Say

Liz and the Simplify, Simplify team are miracles in my life. If you are struggling with technology in your business, Liz starts there, but before you know it, she’ll be handling so much of your life you’ll wonder how you ever survived without her.

- Judi Harrington, Copywriter & Writing Coach

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