How to prequalify a lead with your website
Another Monday Morning Website Tip by Marcus Rangel
Do you automatically talk to a someone when they fill out a form on your website? Here’s why you maybe shouldn’t…
I remember back in 2019 when I was building IMC and working at AE in my full time gig when someone filled out a request to talk about their website. I scheduled the call over my lunch break, and immediately when I was on the phone I told myself, “I’m never doing that again.”
Needless to say, the person had less than a $500 budget to spend on their website and I just spent my lunch break talking to someone that did not meet the minimum budget I had in place instead of spending time with my family.
Here’s how you can use your site to prequalify someone:
Use a 2 step process.
I’m still a big believer in the more you ask on a form, the better your offer HAS to be for someone to fill it out. That’s why you should only ask for as little as possible. So keep your initial “contact” form brief.
Once someone fills out your form, have a pre-written signature you can just drop in that tells them the next step they need to do. Mine is simple:
“Sounds like an exciting project that you have coming up. Real quick, before we move forward I have a quick 5 question form that I’ve put below for you to fill out. Would you mind doing that and then I can circle back up with you?”
This way, the 2nd form I have them go to has questions on my website that prequalifies someone to think through questions I would have asked them on the phone had I not sent them to this 2nd step…including how much their budget is for their website project. And so when we circle up to talk about money they don’t look like this…
This also ensures they are prequalified to talk to me, and I’m not missing family time at lunch again LOL!
So as you think through the questions you would ask someone before you want yourself or your team talking to a lead, think through what 2 step process would work best for you!
P.S. If you haven’t checked out the new website I just launched for the Celtic Fox last week, take a minute to check it out! https://www.thecelticfox.com/
About Marcus Rangel
I've been working with small businesses owners to craft not only beautiful custom websites, but clear, clever and concise messages to reach their prospects since 2005.
I officially hung up my "corporate cleats" to be an entrepreneur and small business owner in the summer of 2020. IMC, which started as a side hustle early in the mornings before the sun was even up in 2017, is what led me down this path as a business owner myself. I focus on helping other business owners continually stay in front of people & prospects with digital marketing, create websites that get leads with great engagement, and produce video content that are meant for the digital era we're in.
When I'm not creating, you can find me hanging out with my incredible family on our front lawn or on my OneWheel around the big city of Topeka, KS.
Does your website need help?Shoot me an email: email@example.com
Facebook Ads, Google Ads and SEO may be where your head initially goes at when you think of spending money on online advertising. And although I would still recommend Google ads, there are 2 other strategies that are pretty standard if you were to ask me where to make sure they should head with spending money online: Retargeting and Email Marketing. Here’s why: Retargeting – bring people back. Did you know that those little ads…Read More
I’ve been writing a lot about email marketing because it’s so essential right now, and because it keeps you in front of your audience. Your subject line will make or break your email campaign. Here’s wow to write a better one. It’s the headline to your email. It’s the reason someone should “open your letter,” yet so many people don’t follow these simple steps to make sure their emails get opened. To make this fun…Read More
With most of the country stuck at home and not able to go out they are turning to their phones and computers more and more… just look at your own screen time report and I bet you see an uptick (you may be a bit shocked like Chris Pratt in Parks and Rec). Here’s the 3 key stats to look at with your email marketing. Your email frequency. This actually isn’t a stat that your…Read More
Looking for website tips to help your business?
Sign up for Monday Morning Website Tips - it's fresh, weekly ideas straight to your inbox.