Update lead intake form and process

Summary
Client
HepworthHepworth
Assigned To
Status
Completed
Start & Finish Date
Needs Review
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Project Resources

No Resources Currently

Project Outline

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Project Planning Tasklist
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For each Goal outlined turn it individual item in
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Problems & Goals

What are the problems we hope to solve with this project?

What are the Goals to create in order to solve the problems?

  • Create intake question tree that funnels lead, define pre-qualified leads and information to be collected
  • Allow leads to schedule consult directly if they are pre-qualified
  • Create initial storybrand messaging to show the lead when directed to schedule consult
  • On form submission automatically add leads to ClioGrow with correct status’s and an already created matter
  • Update site so that all call to actions direct to intake form
    • Update Ads automations and intake to account for new intake process

Goals & Deliverables

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Goal #1

Go live with lead intake form and process, modeled after MarbleWay

Goal Planning Tasklist

Outline Deliverables associated with Goal
Outline & complete any Tasklist - Research / Outline / Client Question
Create list of Tasks to achieve goal
Confirm Tasks, Goal, & Deliverables with client, get any questions answered
Turn goal deliverables into TasksTasks , add task details

Deliverables

  • Create intake question tree that funnels lead, define pre-qualified leads and information to be collected
  • Allow leads to schedule consult directly if they are pre-qualified
  • Create initial storybrand messaging to show the lead when directed to schedule consult
  • On form submission automatically add leads to ClioGrow with correct status’s and an already created matter
  • Update site so that all call to actions direct to intake form
    • Update Ads automations and intake to account for new intake process

Tasklist - Research / Outline / Client Question

  • Research CallRail can have form intakes with customized questions or find a software that allows for UX similar to marbleway.com and can integrate with CallRail

Tasklist - Final

Estimated total time required: 25 - 30 hours

Estimated completion date: January

  • (2) Work with Hepworth team to outline intake funnel
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    Details
  • (2) Work with Hepworth team to outline schedule consult automatically process for qualified leads
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  • (1.5) Create outlined intake process in Gravity Forms
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    Details
  • (1.5) Create thank-you landing page for submission
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  • (1) Connect Gravity Form submission to CallRail & Podium
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    Details
  • (1) Setup Contact and Matter to auto create in Clio on form submission
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    Details
  • (1) Update Clio to allow for automatic consultation schedule and payment
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  • (5) Create schedule consult page
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  • (1) Create process for manually associating payment to contact
  • (3) Create styled popup containing intake form to be used as primary call to action throughout site
  • (5) Update all website call to actions to be new intake form
  • (1) Update ads landing pages and automations to use new intake form