How can I manage leads collected from a website?

Automation & No-Code

This page provides a practical method to manage leads captured from your website. It emphasizes clarity, speed, and scalability.\nGoal: Convert website inquiries into trackable leads with clear ownership.\nApproach: Use a simple, standardized workflow to capture, categorize, and route leads for timely follow-up.

Who is this for?

- Small business owners looking to capture form submissions efficiently.\n- Marketing teams needing to route inquiries to the right person.\n- Freelancers managing client interest from websites.\n- Operations teams seeking repeatable lead handling without complex tools.

Before you start

- Access to your website forms or lead capture tool.\n- A central place to store leads (spreadsheet or CRM).\n- Assigned owners or teammates responsible for follow-up.

General Process (How it works)

  1. Capture lead submission Form submissions are recorded in a central list to prevent data loss and enable timely follow-up.
  2. Validate essential fields Check that name, email, and inquiry source are present so follow-up is actionable.
  3. Assign ownership Route each lead to a team member based on interest to ensure accountability.
  4. Tag and segment Annotate the lead with interest category to enable targeted follow-up and simple filters.
  5. Set next action Create a clear next step (e.g., reach out within 24 hours) to maintain momentum.
  6. Track progress Monitor status and follow-up outcomes to surface bottlenecks and improve the process.
  7. Review and optimize Periodically review outcomes and adjust fields or routing rules to improve results.
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