There are certain documents to which accountants email list must have access. By putting it all into a checklist, sarah makes it easy for clients to give her the information she needs. 2. Where to put your customer welcome form you have two options for having eyes on your form. Post it publicly on your website send it privately directly to a customer many companies place a customer intake form directly on their website . The form is usually found under a contact us tab or connected to a landing page call to action – like “get more info” or “start a free trial”. The upside: you get more potential leads from a public client intake form because anyone can access it.
The downside: you spend a lot of time figuring out which ones are worthwhile. If anyone can fill out the form, chances are that many of them aren't the specific type of client you want to pursue. It may also appear less secure to a customer. Sending a client intake form privately via email has two crucial advantages. The advantage: if you can send this form to email list a potential customer, you already have their contact details; so you have a better chance of closing the deal. The downside: you have a potentially smaller pool of customersheather read, family photographer and activecampaign customer, uses automation alongside her contact form to better qualify her contact form leads.
Yi5tfig89 9tu7wtif6 freelance photographyheather read, photographer email list and activecampaign customer. You want leads to flow in so you can turn them into customers, but qualifying each lead one-by-one won't give you time to get any work done. With her own family and a full-time job, heather knew it wouldn't work for her. Now, activecampaign's automation does the customer onboarding work for it. Heather had a lot of leads early on. But an analysis of her workday revealed that most of her time was gobbled up by what she calls "Zombie leads" - leads that look like all the others, but never end up converting