Converting leads into paying clients requires the right follow-up strategy. In this step-by-step guide, you’ll learn how to set up an automated system that nurtures leads based on their business stage, engages them through email sequences, and retargets them with strategic ads. Let’s dive in!
Step 1: Map Out Your Lead Flow 📊
Before you automate anything, you need a clear lead flow strategy. Ask yourself:
✅ Where are my leads coming from?
✅ What do they need the most?
✅ How should I segment them?
✅ What actions should they take next?
A funnel diagram can help visualize how leads move through your system.
Step 2: Qualify Leads with a Quiz 🎯
Create a quiz or form to collect key details about your leads. The goal is to understand:
🔹 Their business stage (beginner, growing, scaling)
🔹 Their biggest challenges
🔹 Their budget and willingness to invest
Why This Matters?
➡️ Helps personalize their experience
➡️ Saves time by sending them to the right funnel
➡️ Filters serious leads from those just browsing
At the end of the quiz, send them to one of two paths:
1️⃣ Path #1: New or Budget-Conscious Leads → Community Offer
2️⃣ Path #2: High-Value Leads → Schedule a Call
Step 3: Direct Leads to the Right Funnel 🔀
Based on their quiz answers, send leads into the appropriate funnel:
Funnel #1: Community (Low-Cost Entry) 👥
➡️ If a lead is just starting out or has a smaller budget, offer a low-cost membership or free resources.
➡️ Provide value through educational content (videos, guides, tutorials).
➡️ Include an easy way to upgrade when they’re ready.
Funnel #2: Scheduling a Call (High-Value Leads) 📅
➡️ If a lead qualifies (e.g., earning a certain amount per month), invite them to book a strategy call.
➡️ Make sure the scheduling page includes:
✅ A short explainer video
✅ Testimonials and case studies
✅ A clear Call-to-Action (CTA)
💡 Pro Tip: Verify quiz answers! If someone exaggerates their income to qualify for a call, track their behavior (email engagement, website visits) to confirm legitimacy.
Step 4: Build a Strong Email Sequence 📩
Once a lead enters the funnel, nurture them with automated emails.
📌 For Community Members:
✅ Provide helpful resources related to their challenges
✅ Offer free tips and strategies
✅ Highlight success stories from other community members
📌 For Call Schedulers:
✅ Send 3 emails before the call:
- Email 1: How your system works
- Email 2: Key benefits of working with you
- Email 3: What to expect on the call
🚀 Why? This educates the lead and eliminates unnecessary questions, making the call more productive.
Step 5: Set Up Retargeting Ads 🎯
Even with email follow-ups, some leads won’t convert right away. That’s where retargeting ads come in!
📌 Retargeting for Community Members:
➡️ Show testimonials, reviews, and case studies of people who succeeded in the community.
➡️ Highlight “quick wins”—small improvements they can achieve by joining.
📌 Retargeting for High-Value Leads:
➡️ Focus on ROI-driven content: show how you’ve helped other businesses 3X–5X their leads.
➡️ Share video case studies and client success stories.
🎥 Bonus Tip: Use YouTube retargeting! If someone watches your video but doesn’t take action, show them an ad reminding them to book a call or join the community.
Step 6: Automate & Optimize 🚀
Once everything is set up, let automation do the work!
✅ Use email marketing tools like GoHighLevel (or alternatives like ActiveCampaign, HubSpot) to trigger emails based on lead actions.
✅ Set up behavior-based tagging—track if a lead opens emails, clicks links, or watches videos.
✅ Continuously analyze performance and tweak your funnels to improve conversion rates.
Conclusion: Work Smarter, Not Harder 💡
By segmenting your leads, providing personalized content, and leveraging automation & retargeting, you can increase conversions effortlessly.
✅ Map out your lead journey
✅ Qualify leads with a quiz
✅ Guide them into the right funnel
✅ Nurture with strategic emails
✅ Retarget to stay top of mind
🎯 Set it up once and let it run on autopilot! Focus on building relationships, not chasing leads.
🚀 Want to take it further? Join our community for insider tips & automation strategies. Let’s grow your business! 🚀
