Collect and consult

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Collect and consult

Lead magnets (ebooks, whitepapers, webinars, etc.) have great potential to bring in new leads, which can lead to consultations and business. Pairing those lead magnets with your CRM software can yield impressive results. A collect and consult campaign is a great fit for businesses that sell products or services using some type of scheduled appointment or consultation. 

The objective is to post the lead magnet on your website along with a form people must fill out to download, and promote it on your social channels and your blog posts to give it as much buzz as you can. As leads download your lead magnet, you will make a follow-up offer via email for a consultation.

In this guide, you'll learn:

  • How a collect and consult campaign works
  • How to create your lead magnet
  • How to set up an email series
  • And more!

Why the name change?

Our new product, Keap, is pioneering smart client management, just as Infusionsoft did for sales and marketing automation 18 years ago.

We believe there’s a better way to manage sales for service businesses both big and small. And that’s Keap—one company with two products to serve all small businesses.

Smart client management software that helps turn incoming leads into satisfied clients.

The #1 all-in-one CRM and advanced marketing automation platform, as rated by G2 Crowd.

Keep serving. Keep striving. Keep growing.