Capturing Your First Lead

Capturing leads is one of the most important functions of WP Marketing Pro.

A lead is a potential customer who has expressed interest in your business by submitting a form, requesting information, booking an appointment, or taking another action on your website.

This guide will walk you through capturing your first lead and managing it inside the WP Marketing Pro CRM.

What Is a Lead?

A lead is anyone who provides their contact information because they are interested in your products or services.

Examples include:

• Contact Form Submissions
• Quote Requests
• Consultation Requests
• Appointment Bookings
• Landing Page Opt-Ins
• Funnel Form Submissions
• Download Requests
• Newsletter Signups

Once captured, leads can be stored and managed within WP Marketing Pro.

Why Lead Capture Matters

Without lead capture, website visitors often leave and never return.

A lead generation system allows you to:

• Collect Contact Information
• Build a Prospect Database
• Follow Up Automatically
• Track Opportunities
• Increase Sales
• Measure Marketing Results

The goal is simple: turn visitors into potential customers.

Creating a Lead Capture Form

Most lead generation begins with a form.

To create a form:

1. Open the Landing Page Builder or Funnel Builder.
2. Add a Form element.
3. Configure the form fields.
4. Save the page.

Your form is now ready to collect lead information.

Recommended Form Fields

For most businesses, we recommend keeping forms simple.

Common fields include:

• First Name
• Last Name
• Email Address
• Phone Number
• Message

Shorter forms often produce higher conversion rates.

Adding Forms to Landing Pages

Landing pages are one of the most effective lead generation tools.

A typical landing page may include:

Headline

Describe the offer.

Benefits

Explain why visitors should take action.

Lead Form

Collect contact information.

Call-to-Action

Encourage visitors to submit the form.

Examples:

• Request a Quote
• Get a Free Consultation
• Schedule an Appointment
• Download the Guide

Capturing Leads Through Funnels

Funnels are another powerful lead generation method.

Example funnel:

Step 1

Landing Page

Step 2

Lead Form

Step 3

Thank You Page

When visitors complete the form, their information is automatically captured.

Lead Storage

Every lead submitted through WP Marketing Pro can be stored inside the built-in CRM.

Navigate to:

WP Marketing Pro → CRM

You will see:

• Lead Name
• Email Address
• Phone Number
• Submission Date
• Status
• Notes
• Activity History

This allows you to manage prospects from one location.

Understanding Lead Statuses

Lead statuses help organize prospects.

Common statuses include:

New

Recently captured leads awaiting follow-up.

Contacted

You have reached out to the prospect.

Qualified

The lead is a good fit for your services.

Proposal Sent

A quote or proposal has been delivered.

Customer

The lead has become a paying customer.

Tracking lead status improves organization and follow-up consistency.

Viewing Lead Details

Clicking a lead opens the lead profile.

Information may include:

• Contact Information
• Notes
• Timeline Activity
• Form Responses
• Marketing Source
• Status Updates

This creates a complete history of every prospect.

Following Up With Leads

Capturing a lead is only the first step.

Successful businesses follow up quickly.

Examples include:

• Phone Calls
• Emails
• Text Messages
• Consultations
• Appointment Scheduling

Fast follow-up often improves conversion rates significantly.

Automating Lead Follow-Up

WP Marketing Pro can help automate lead nurturing.

Examples include:

• Welcome Emails
• Follow-Up Sequences
• Appointment Reminders
• Marketing Campaigns
• Customer Onboarding

Automation helps ensure no lead is forgotten.

Tracking Lead Sources

Knowing where leads come from helps improve marketing performance.

Common lead sources include:

• Landing Pages
• Funnels
• Google Ads
• Facebook Ads
• Organic Search
• Referrals
• Email Campaigns

Tracking sources allows you to focus on the channels generating the best results.

Best Practices

For better lead generation results:

• Use clear calls-to-action
• Keep forms short
• Respond quickly
• Track lead sources
• Use automation when possible
• Keep CRM records updated

Small improvements in lead management can have a major impact on business growth.

Example Lead Generation Workflow

A typical workflow may look like:

1. Visitor lands on a landing page.
2. Visitor completes a form.
3. Lead is stored in the CRM.
4. Follow-up email is sent.
5. Sales conversation begins.
6. Lead becomes a customer.

WP Marketing Pro helps manage every step of this process.

Frequently Asked Questions

Where Are Leads Stored?

Leads are stored inside the WP Marketing Pro CRM.

Can Leads Be Exported?

Yes.

Lead data can be exported for reporting or backup purposes.

Can I Capture Leads From Funnels and Landing Pages?

Yes.

Both Funnel Builder and Landing Page Builder support lead capture forms.

What Happens Next?

Your first lead has been captured successfully.

Continue with:

1. Understanding the CRM
2. Managing Lead Statuses
3. Setting Up Email Marketing
4. Creating Marketing Automations
5. Tracking Marketing Performance

Congratulations! You have successfully captured and stored your first lead using WP Marketing Pro.