Convert — The Sale Before The Sale
Here's what nobody tells you about B2B lead capture forms: generating the lead isn't the hard part. Reaching them is. When someone fills out your form, they haven't actually emailed you—they've submitted data to your website. So when your sales rep follows up, the prospect's mail server sees no prior communication. Your carefully crafted response looks like a cold email. It goes straight to spam. The prospect thinks you never responded. They go to a competitor who did.We fix this by opening four communication channels within 15 seconds of form submission—before the prospect loses interest, before they forget why they reached out, before a competitor gets there first.
90%
of B2B form fills never respond to sales follow-up
15 sec
to open four channels and establish contact
75%+
response rate after implementation
You spent money driving traffic. You optimized your landing page. Someone filled out your form. Then nothing. Here's why.
When a prospect fills out your web form, they're submitting data to your server—not sending you an email. There's no email thread. No sender-recipient relationship. No history your domains share.
So when your sales rep sends a follow-up email, the prospect's mail server asks: "Has this domain ever communicated with this inbox before?" The answer is no. The email looks indistinguishable from a cold outreach. And where do cold emails go? Spam.
Your rep thinks the prospect ghosted. The prospect thinks you never replied. The deal dies in a folder neither of you can see.
Problem #1
Making it worse, your sales reps assume the prospect is waiting eagerly for their response. So they write detailed emails packed with features, benefits, pricing information, and calendar links—exactly the kind of content spam filters are trained to block.
Bullet points? Spam trigger. Multiple links? Spam trigger. "Schedule a call"? Spam trigger. The enthusiasm that should close deals is killing them before they start.
Problem #2
The average B2B sales team takes 42 hours to respond to a web form submission. Forty-two hours.
In that time, the prospect has moved on to three other vendors. They've received responses from competitors who have automated systems. They've started to forget the specific problem that drove them to your site in the first place.
Speed-to-lead isn't just a metric. It's the difference between engaging a prospect who's actively researching and chasing someone who's already made up their mind.
Problem #3
Most B2B lead capture form workflows look like this: form submitted → email sent → wait → follow-up email → wait → give up.
One channel. One chance. If that email lands in spam—and it probably will—you've lost your only line of communication with a prospect who explicitly asked to hear from you.
Problem #4
The moment someone submits your form, we open four communication channels simultaneously. By the time your sales team sees the notification, the prospect is already engaged.
Channel 1
An email engineered to get a response—not to sell. Short, personal, and designed to prompt even a one-word reply.
Why it matters
The moment a prospect replies to your email—even just "got it" or "thanks"—their mail server whitelists your domain. Every future email from your sales team lands in their inbox, not their spam folder. One reply fixes the deliverability problem permanently for that contact.
Example:
"Hi [Name], saw you requested info on [product/topic]. Quick question—are you evaluating this for your team or for a specific project? Want to make sure I send you the right info. – [Rep Name]"
Channel 2
A text message from a local area code that maps directly to your sales rep's phone line. Replies and calls go straight to them.
Why it matters
SMS has a 98% open rate. When email fails, text gets through. And because the number is local to the prospect's area code, it feels personal—not like a marketing blast from a short code.
What happens:
The prospect can reply via text or tap to call. Either way, they're connected directly to their assigned rep. No phone tree. No IVR. No "your call is important to us."
Channel 3
A personalized landing page that appears immediately after form submission, featuring the assigned rep's photo, video introduction, direct contact information, and next steps.
Why it matters
Faceless forms create faceless relationships. The Meet Your Rep page transforms an anonymous form submission into the beginning of a human connection. The prospect sees who they'll be working with before they receive a single email.
What's included:
Rep's photo and name
Short video introduction (optional but recommended)
Direct email and phone number
Calendar link for immediate booking
Relevant resources based on form responses
Channel 4
A live calendar showing the rep's actual availability, embedded in the post-submission experience and included in all outbound communications.
Why it matters
Prospects who book their own meetings show up 85% of the time—compared to 40-50% for meetings scheduled by sales. The difference is ownership. They chose the time. They committed to it.
How it works:
Calendar availability updates in real-time. If a rep is fully booked, the system shows the next available slot or routes to another qualified team member. No back-and-forth email chains. No "does Tuesday work?" ping-pong.
A detailed look at what happens the moment a prospect clicks submit.
Second 0
A prospect fills out your lead capture form—contact info, company details, maybe a few qualifying questions. They click submit.
Seconds 1-3
Our system instantly enriches the lead with firmographic data from our 200M+ company database: company size, industry, tech stack, growth signals. Based on your routing rules—territory, industry, company size, named accounts—the lead is assigned to the right rep.
Seconds 4-6
The prospect's browser immediately shows a personalized page featuring their assigned rep. Photo, name, video intro, direct contact info, and a live calendar. They're not staring at a generic "thank you" page—they're meeting the person who will help them.
Seconds 7-10
An email goes out—not from "noreply@company.com" but from the rep's actual email address. It's short, personal, and asks a simple question designed to get a response. The goal isn't to sell. The goal is to establish email deliverability by getting a reply.
Seconds 11-15
A text message arrives from a local area code. "Hi [Name], this is [Rep] from [Company]. Got your request—happy to help. What's the best way to reach you?" Replies and calls route directly to the rep's line.
Result
Within 15 seconds, the prospect has:
Seen who they'll be working with (Meet Your Rep)
Received an email they can reply to (Reply-Trigger)
Gotten a text they can respond to or call (SMS Bridge)
Had the option to book a meeting immediately (Calendar)
If they engage on any channel, your rep has a live conversation. If they don't respond immediately, you've established multiple touchpoints for follow-up—and the email deliverability problem is solved the moment they reply.
Not just a form. A conversation that filters fit before your sales team lifts a finger.
Static forms ask everyone the same questions. Our forms adapt based on answers, revealing the questions that matter for each specific prospect.
"What's your role?" → If they select "Engineer," ask about technical requirements. If they select "Procurement," ask about budget and timeline. If they select "Executive," ask about business objectives.
Fewer questions. Better data. Higher completion rates.
As the prospect answers questions, our system scores them on multiple dimensions:
• Firmographic fit — Company size, industry, geography
By the time they click submit, your rep knows exactly who they're talking to, how ready they are to buy, and what objections they're likely to raise.
• Behavioral signals — Pages visited, time on site, return visits
• Intent indicators — Budget, timeline, authority, urgency
• Competitive context — Current vendor, pain points, switching triggers
When a prospect mentions they're using a competitor—or when our system detects it from their tech stack data—the form flags it and triggers displacement-specific follow-up:
• Targeted messaging addressing known competitive weaknesses
• Switching guides and migration resources
• Battle cards for your sales rep
• Case studies from customers who made the same switch
No black box. Your sales team sees exactly why each lead scored the way it did. "High score because: enterprise company size (+20), pricing page visit (+15), timeline under 3 months (+25), using competitor X (+10)." Reps can act on the reasoning, not just the number.
We install through Google Tag Manager in minutes. No IT project. No platform migration. No dev resources required.
Every lead captured by Salesperson syncs to your CRM in real time with full context: pages visited, questions asked, qualification score, and competitive signals. Emails and SMS go out from your rep's actual address and phone number, not a generic system. And because we deploy through Google Tag Manager, installation takes minutes on any platform, no IT project required.
Every lead captured by Salesperson syncs to your CRM in real time with full context: pages visited, questions asked, qualification score, and competitive signals. Emails and SMS go out from your rep's actual address and phone number, not a generic system. And because we deploy through Google Tag Manager, installation takes minutes on any platform, no IT project required.
Works with all themes and page builders (Elementor, Divi, WPBakery, Beaver Builder)
Supports Drupal 8, 9, and 10
Full compatibility with Magento 2.x
Installs via theme editor or Shopify app
Native integration available
Works with Odoo Website and eCommerce modules
Supports all modern Sitecore versions
Compatible with Kentico Xperience
Installs alongside native HubSpot forms
Full support including custom domains
Works with code injection
If it can run JavaScript, it can run our form
Every lead captured flows directly into your CRM with complete context—pages visited, questions asked, qualification score, competitive signals, and full conversation history.
Native integration with lead, contact, and opportunity objects
Full sync including custom properties and workflows
Direct integration with lead scoring sync
Automatic deal and contact creation
Enterprise-ready integration
Full lead and activity sync
Integration for manufacturing-focused CRM
Lead capture with ERP context
Enterprise integration support
Native board and item sync
Complete lead and deal integration
Automatic lead creation and activity logging
Google Workspace-native CRM sync
Reply-trigger emails and follow-up sequences send from your actual email domain—not a generic system address. Full support for:
Send from any Gmail or custom domain address
Full Outlook integration including calendar sync
Contact information and form responses
Lead score with transparent reasoning
Pages visited before and after form submission
Questions asked in chat (if using our conversational AI)
Competitor detection flags and displacement triggers
Full email and SMS conversation history
Calendar bookings and meeting outcomes
Enrichment data from our 200M company database
Leads don't sit in a queue. They're assigned instantly based on rules you define.
Define territories by geography—state, region, country, or custom zones. Leads route to the rep who owns that territory. If the territory owner is unavailable, backup rules kick in automatically.
If you have vertical specialists—reps who focus on healthcare, manufacturing, or specific industries—leads can route based on industry classification. Our enrichment identifies the company's industry from our 200M database before routing begins.
Enterprise leads go to your enterprise team. SMB leads go to your SMB team. Routing rules can use employee count, revenue range, or both.
Target accounts you're already pursuing? Leads from those companies route directly to the assigned account owner, regardless of other routing rules.
When multiple reps qualify for a lead, distribute them fairly. Round-robin keeps things even. Weighted round-robin lets you give more leads to higher performers or reps with capacity.
Out of office? Lead goes to backup. Calendar shows no openings this week? Route to someone who can take the meeting. We integrate with Google and Outlook calendars to route based on actual availability, not just assignment rules.
Form fill response rate
Email deliverability to form fills
Meeting show rate
Time to first contact
Leads with complete context
Qualified leads from same traffic
Sales cycle length
"Our reps used to follow up on every form fill and hear nothing back. Turns out their emails were landing in spam. Salesperson opens four channels the moment someone submits a form. Response rates went from under 10% to over 75%. We stopped chasing ghosts."
We don't hand you software and wish you luck. We build, configure, and launch the system on your website.
Weeks 1
Audit your current forms and conversion flow. Map your sales territories and routing rules. Define lead scoring criteria based on your ideal customer profile. Document your qualification questions and competitive landscape.
Weeks 2
Build your dynamic forms with adaptive question logic. Configure lead scoring rules and competitor detection. Set up CRM integration with custom field mapping. Install tracking via Google Tag Manager.
Week 3
Set up reply-trigger email templates and sequences. Configure local SMS bridge with rep phone mapping. Build personalized Meet Your Rep pages for each team member. Connect calendar integration for real-time availability. Test all channels end-to-end.
Week 4
Go live with real traffic. Monitor form completion rates, channel engagement, and response rates. Tune messaging based on early results. Establish baseline metrics for ongoing optimization. Train your sales team on the new lead flow.
Not every form should ask the same questions. Here's how we adapt forms for different B2B scenarios.
Example 1
Questions
Goal
Qualify interest and schedule a personalized demo
• Work email (auto-enriches company data)
• What's your role? [Dynamic: engineering → technical demo, procurement → pricing focus]
• Which product area interests you most? [Routes to specialist]
• Timeline for decision? [Scores urgency]
• Using any [competitor] products today? [Triggers displacement content]
Example 2
Questions
Goal
Capture buying intent with enough detail to provide accurate pricing
• Work email + phone (required for high-value requests)
• Which products? [Multi-select with search]
• Approximate quantities? [Triggers volume pricing logic]
• Ship-to location? [Routes to regional rep + logistics planning]
• PO or credit card purchase? [Adjusts process expectations]
Example 3
Questions
Goal
General inquiry capture with intelligent qualification
• Work email (auto-enriches everything else)
• What can we help with? [Open text, analyzed for intent signals]
• Best way to reach you? [Email/Phone/Either—sets channel priority]
• → After submission: Dynamic follow-up based on company size and stated need
Example 4
Questions
Goal
Exchange valuable content for qualified lead information
• Work email (required)
• Company (auto-filled from email domain when possible)
• What prompted your interest in [topic]? [Qualifies intent]
• → Delivery: Asset sent immediately + nurture sequence based on engagement
Patterns that work across industries, company sizes, and sales motions.
Work email unlocks everything. Our enrichment engine uses the domain to pull company name, size, industry, tech stack, and growth signals—automatically. One field gives you more data than a ten-field form.
Forms with 5+ fields see 15-20% lower completion rates. But forms that start short and reveal questions based on answers? Same data, higher completion. Ask the minimum upfront. Let their answers determine what else you need.
Requiring phone number kills conversion for early-stage leads. Make it optional—but when someone does provide it, mention that they'll receive a text. "We'll send a quick text to confirm receipt" increases phone capture by 35%.
"Submit" is generic. "Get My Quote" tells them what happens next. "Talk to an Expert" promises a human. "See Pricing" delivers immediate value. Button text should complete the sentence: "I want to..."
Uncertainty kills conversion. Add a line below your form: "You'll immediately meet your rep and can schedule a call if you'd like." Setting expectations reduces form abandonment by 23%.
Confirmation emails from noreply@company.com teach prospects not to reply to you. Every email should come from a real person—ideally the rep who will work with them—and invite a response.
50%+ of B2B research happens on mobile devices. If your form requires horizontal scrolling, has tiny tap targets, or doesn't auto-advance between fields, you're losing leads. We build mobile-first, then adapt for desktop.
Right now, prospects are filling out your forms. They want to hear from you. But your follow-up emails are landing in spam. Your reps are emailing into the void, marking leads as "unresponsive," and moving on. The prospect thinks you never replied. They go to a competitor. And you never know what happened.Let's fix it. Four channels. Fifteen seconds. Leads you can actually reach.
