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Collect and consult

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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!
Collect and consult

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