1. Create a Free Report Follow-up Sequence One of the best ways to capture leads is to offer a free report. Free reports can give your prospects a sampling of the products and services you offer. If a free report won’t work for your business, here are some other lead capture ideas you can implement on your website for free:

To set up your free report: 1. Hover over Setup and select Follow-up

sequences. 2. Search for any of the three SAMPLE free

report sequences. a. SAMPLE: Free Report Follow-up Invite to Purchase

(45-day)

b. SAMPLE: Free Report Follow-up Invite to Purchase (14-day)

c. SAMPLE: Free Report Follow-up – Invite to Appt

3. It is IMPERATIVE that you edit the copy in these sequences to fit your company’s message!

4. Add a step that Sends an email. This is the email that will contain your free report, and it will need to be written by you.

5. Name the step “Free Report - Delivery” and schedule the step “IMMEDIATELY when a person is added to this follow-up sequence.”

6. Save the step. You will also want to edit the steps in any of the SAMPLE sequences to fit your products and services.

2. Create a “New Lead” TagTags keep contacts segmented and organized.

1. Hover over Setup and select Tags. 2. Click the Add Tag button. 3. Name your tag: “New Lead Welcome” and

select the Customer category from the drop-down. Click Add Tag(s).

FREEReport

© 2009 Infusionsoft. All rights reserved.

www.infusionsoft.com

CAMPAIGN OVERVIEW:

STEPS:

1. Create Follow-up Sequence

If you are not an administrator, please have an administrator enable your permission settings.*

2. Create New Lead Tag 3. Set Up Webform

SurveysFree TrialsAccess Cool Videos

Get a QuoteeCardsContests or Drawings

CouponsSpecial OffersNewsletter

WebinarTeleseminarLive Event Registration

What is a Lead Capture Campaign?The Lead Capture Campaign is a way to easily and automatically generate new leads from your website that you can start marketing to.

WhyLaunch a Lead Capture Campaign?As a small business owner, the more leads you have the more sales you’ll generate. This campaign helps you attract new leads and helps you automatically educate them about your products and/or services. When a new prospect comes your way, you’ve got two choices. 1) You could capture the lead so you can market to them or 2) you can lose them to another website or company.

Pre-Written ContentSAMPLE: Free Report Follow-up Invite to Purchase (45-day)

SAMPLE: Free Report Follow-up Invite to Purchase (14-day)

SAMPLE: Free Report Follow-up – Invite to Appt

FREEReport

*Permission is needed for Importing, Tags, and Follow-up Sequences.

3. Set up a Free Report Form For Your Website Get a form up on your website for prospects to download your free report.

1. Hover over Setup and select Web Forms. Click the button to Add a Web Form.

2. Name your form: “Free Report Sign up”.3. Click Create this form, and now add your fields.

Most often, you will only need First and Last Name, and of course, email address.

4. When your prospects fill out your form, you will want to take them somewhere. Click on the 2nd tab labeled Set up Thank You Page. You may either send them back to your home page or create a Thank You Page from scratch.

5. Now you will need to add actions to the form. When it is filled out by a prospect, a couple of things need to happen.

6. Click on the Set up Actions tab. Add an action to

apply the tag you created in step 2 to the person who fills out the form. Tagging makes it easier to find the person later on.

7. Add a second action that Starts a Follow-up Sequence. Select the sequence you modified in Step 1, and save the action. Now you are ready to test your form, and put it up on your site!

8. Select Save & Gimmie the Code to generate the HTML code to put on your website. If someone outside of Infusionsoft is administering your website, select Email Code to my Webmaster.

You have just launched the Lead Capture Campaign!

**Always test out your sequences on yourself before sending to an entire list! © 2009 Infusionsoft. All rights reserved.

www.infusionsoft.com

Infusionsoft LabsNeed live help in launching your first campaign? Check out our Campaign Labs. Get the instruction you need from an Infusionsoft Expert, as they walk you through setting up your lead capture campaign.

Lead Capture Campaign Labs:• Every Tuesday at 3:00pm EST

Best Practices• Don’t forget to include a call

to action in your marketing pieces. If you want to close a sale, you have to ask for it.

• Not sure what to write in your lead capture campaign? Try recording a conversation you have with a new prospect. Then turn that conversation into a follow-up sequence.

• If you assign leads to salespeople it’s a good idea to have your emails to those leads go out from the salesperson they’re assigned to.