CRM LEAD CAPTURE SETUP
Never Lose a Lead Again
Once people find you online your job is to capture their interest and hold it. A CRM system makes sure no potential customer gets lost. This step turns strangers into contacts contacts into conversations and conversations into revenue.
Why CRM Matters Early
A CRM is your central brain for customers
It stores
• Names
• Emails
• Phone numbers
• Notes on what they want
With everything in one place you control communication follow ups and conversion opportunities.
Simple Lead Capture Flow
Every site needs one of these
• A form to collect name and email
• A thank you page that confirms success
• An automated email that welcomes them
• An internal alert so you respond quickly
Fast acknowledgment builds trust
Recommended Tools
Pick a platform that supports
• Forms
• Lists
• Email sequences
• Pipeline tracking
Many CRM tools exist and most have starter versions with everything needed to launch. Examples include
GoHighLevel HubSpot Zoho Salesforce Essentials
Do Not Let Leads Slip Away
If someone takes the time to fill out a form
Reach out
Even if it is just a short message
Make them feel seen and valued
Step by Step
Create a simple form on your website
Connect that form to your CRM
Set up an automatic welcome message
Assign pipeline stages such as new lead interested booked
Contact every new lead within 24 hours
Pro Tip for Veteran Entrepreneurs
Structure and discipline is your advantage
Leads trust leaders who communicate with confidence and consistency
A CRM helps you demonstrate both
Final Word
When your CRM is active your business is alive
Every lead matters
Capture each one
Follow through
Earn trust with action
8th Ascent Journal Team
