Lead-Generation System
ALL-IN-ONE LEAD GENERATION, DONE RIGHT
In just 2 weeks, we’ll guide you through our proven process to streamline your operations. You’ll walk away with:
- Ready-to-use templates for all your core business processes
- A fully trained team with habits that consistently deliver great client results
- A single source of truth with all the metrics you need.
Step 1: Blueprint
Designing the operating system before touching Click Up
Most lead-generation failures happen before the first click or form submission.
This phase ensures we don’t automate a broken funnel or misaligned lead flow.
What this phase is about
The Blueprint phase translates your business model into a clear operational architecture that the system can support at scale.
We focus on:
- How work flows through your business
- Who owns what (decision rights & accountability)
- What must be tracked vs what is noise
- Where automation creates leverage (and where it creates risk)
Get in Touch
Ready to take your business to the next level? Contact us today to schedule a consultation with one of our marketing experts.
What we do
1. Business & Lead Discovery
1. Business & Lead Discovery
1. Business & Lead Discovery
We map your core lead-generation areas, typically including:
- Traffic & attention sources (social, LinkedIn, ads, content)
- Lead capture points (landing pages, forms, quizzes)
- Qualification & segmentation criteria
- Follow-up sequences and conversion touchpoints
- Reporting & analytics requirements
This is not theory, we identify real gaps, bottlenecks, and lost opportunities.
2. Funnel & Process Modeling
1. Business & Lead Discovery
1. Business & Lead Discovery
The Blueprint phase translates your business model into a clear lead-generation architecture that Score App and Mailchimp can support at scale.
We focus on:
- How leads flow through your system
- Who engages at each stage (team responsibilities & accountability)
- What must be captured vs what is noise
- Where automation drives efficiency (and where manual touchpoints are needed)
Using a structured modeling approach, we:
- Define each funnel stage step-by-step
- Identify inputs, outputs, owners, and dependencies
- Decide what belongs in ScoreApp, Mailchimp, or external tools
- Eliminate redundant steps before automation
Result: documented, simplified lead-generation processes ready for automation
3. Score App & MailChimp System Design
3. Score App & MailChimp System Design
3. Score App & MailChimp System Design
We design your landing page, quiz, and results page structure before building them. This includes:
- Quiz question flow & segmentation logic
- Landing page layout, CTAs, and lead capture forms
- Proof points (testimonials, research, case studies)
- Email follow-up triggers & automation logic
4. Reporting & Metrics Definition
3. Score App & MailChimp System Design
3. Score App & MailChimp System Design
We define what “success” looks like in your lead system:
- Lead capture KPIs (form completions, quiz starts/completions)
- Lead quality metrics (scoring, segmentation)
- Conversion rates (lead → prospect → customer)
- Engagement & follow-up tracking dashboards
If it can’t be measured meaningfully, it doesn’t get built.
Deliverables from the Blueprint Phase
- Lead funnel process maps
- ScoreApp landing page & quiz architecture
- Email automation & segmentation plan
- Metrics & reporting dashboards
- Implementation roadmap
- Workflow rules (triggers, follow-ups, scoring)
- Ownership & accountability matrix
Step 2: Implementation
Turning your blueprint into a live, automated lead-generation system
This is where strategy becomes a working system. We configure your ScoreApp and Mailchimp setup to capture, qualify, and follow up with leads automatically reducing manual work and giving your team clarity on every prospect.
What this phase is about
Turning your blueprint into a live, usable, and scalable lead-generation system that your team can adopt quickly and manage consistently.
Get in Touch
Ready to take your business to the next level? Contact us today to schedule a consultation with one of our marketing experts.
What we build
1. Funnel & Landing Page Setup
3. Email Automation & Follow-Up Logic
2. Lead Qualification & Segmentation
- Design and build landing pages in ScoreApp
- Set up quizzes, results pages, and CTAs
- Standardized messaging and branding for consistency
- Lead capture forms (name, email, phone, location)
2. Lead Qualification & Segmentation
3. Email Automation & Follow-Up Logic
2. Lead Qualification & Segmentation
- Score and segment leads based on quiz responses and engagement
- Define “ready-to-buy” vs “nurture” leads
- Automate lead routing and notifications to the right team members
3. Email Automation & Follow-Up Logic
3. Email Automation & Follow-Up Logic
3. Email Automation & Follow-Up Logic
- Build Mailchimp sequences triggered by quiz completion or lead activity
- Include time-based, behavior-based, and response-based follow-ups
- Personalization logic to deliver relevant next steps to each lead
- Ensure leads never fall through the crack
4. Templates & Standardization
4. Templates & Standardization
3. Email Automation & Follow-Up Logic
- Email templates, lead nurture sequences, and follow-up frameworks
- Landing page and quiz templates for repeatable campaigns
- SOP-linked tasks for internal team actions (if a lead requires personal outreach)
- Ensures consistent messaging, faster onboarding, and predictable results
5. Reporting & Visibility
4. Templates & Standardization
5. Reporting & Visibility
- Dashboards showing:
- Lead capture metrics (submissions, completions)
- Lead quality scores
- Conversion rates at each stage
- Engagement trends
- Notifications and triggers designed to reduce chasing and increase action
- Integrations to CRM, forms, or other tools if needed
Deliverables from the Implementation Phase
A fully functional lead-generation system that captures, qualifies, and nurtures leads automatically giving your team clarity, control, and confidence in the pipeline.
Step 3: support & Maintenance
STEP 3: SUPPORT & MAINTENANCE
Keeping your lead-generation system running and improving as your business grows
A PromoteQ lead-generation system is not “set and forget.” As your business evolves, your funnels, automations, and follow-ups must adapt without losing leads or breaking processes
Get in Touch
Ready to take your business to the next level? Contact us today to schedule a consultation with one of our marketing experts.
What this phase is about
1. System Support
2. Continuous Optimization
2. Continuous Optimization
- Troubleshooting landing pages, quizzes, or results page issues
- Adjusting lead flows or scoring logic
- Refining email automation sequences
- Providing guidance to your team on using the system effectively
2. Continuous Optimization
2. Continuous Optimization
2. Continuous Optimization
- Reviewing funnel performance, completion rates, and engagement metrics
- Identifying bottlenecks or drop-offs in the lead journey
- Updating processes, copy, or sequencing based on real usage data
3. Change Management
4. Strategic Advisory
4. Strategic Advisory
- Implementing new lead capture campaigns or quiz updates
- Adjusting for team changes, new roles, or expanded offerings
- Scaling funnels to new channels or audiences
- Governance to prevent automation sprawl and maintain clarity
4. Strategic Advisory
4. Strategic Advisory
4. Strategic Advisory
- Recommendations for improving lead quality, conversion, and ROI
- Guidance on integrating additional tools or analytics
- Insights for long-term lead-generation strategy aligned with business growth
Ready to build a lead-generation system that actually works?
Let’s design, implement, and maintain a funnel your team can rely on to capture, qualify, and convert leads automatically.
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