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?

Infusionsoft is now Keap. Why? Because it takes perseverance to grow a successful small business, and we’re here to help.

Our mission remains the same: To simplify growth for millions of small businesses worldwide.

As Keap, we now offer a family of products designed to help small businesses no matter what stage they’re in.

We created Keap, the all-in-one CRM, sales and marketing platform for growing service businesses, because most small businesses need to start simple and grow over time.

Our top-tier product, Infusionsoft, is for small businesses with more advanced sales and marketing automation needs.

So whether you want to start simple or you’re ready for our most advanced edition, we offer a Keap product that will help you get organized, deliver great service, and grow your business.

Keep going. Keep serving. Keep growing.

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