Revamp the current Get Started process as only 6% of submission follow the get started process, the rest go to the contact us form.
Eli Weldon
Bhargav Klesk MetalGet Started Revamp
Objective: To implement minimal yet effective changes to streamline the get started process and ensure proper data collection for future automations and optimizations.
Impact: This project will enable Klesk Metal Stamping Co. to enhance client interaction and data management with minimal initial changes, setting a strong foundation for advanced streamlining and optimization in the future.
Results
We’ve completed the get started revamp. This sets the stage for efficient optimization and automation of the get started process. As more leads go through the funnel we will now have the appropriate data and logging to make effective optimizations an automations. With management through the Clients sheet it guarantees no one slips through the cracks and a robust follow-up sequence is created.
New Get Started Page & Form focused on conversion
New Clients - Klesk sheet to manage intake
Process Outline:
- Users go to https://www.kleskmetalstamping.com/speak-to-an-expert/
- On form completion a notification is sent to info@kleskmetalstamping.com
- Client information is added to the sheet Clients - Klesk
- Continue follow-up and update in the sheet as it’s done
Project Outline
Objective: To implement minimal yet effective changes to streamline the get started process and ensure proper data collection for future automations and optimizations.
Impact: This project will enable Klesk Metal Stamping Co. to enhance client interaction and data management with minimal initial changes, setting a strong foundation for advanced streamlining and optimization in the future.
Timeframe: The project can be executed efficiently within 6-10 hours.
Work We’ll Complete (click to see)
- Efficient Client Interaction: Transform the "Request A Quote" page into "Speak To An Expert," focusing on a client-friendly approach that captures essential information without overwhelming the user.
- Make sure to change all buttons on site that say “Request A Quote” to “Speak To An Expert
- Data Collection Simplification: Redefine data fields to include only critical contact and business information, along with the client's project stage. This ensures ease of use for clients and efficient data capture.
- Centralized Data Listing: Utilize Google Sheets or Airtable for a centralized, manageable, and scalable data repository. This serves as a foundational platform for future automation and tracking enhancements.
- Log all entries to the site linked below
- Strategic Data Logging: Begin a structured data logging process to track all client interactions and project statuses, laying the groundwork for comprehensive data analysis and client management.
- Use zapier account that I shared access with bhumidinvints@gmail.com on
- Future Streamlining and Automation: Establish a framework that allows for easy integration of automated sms follow-up and advanced process improvements, adhering to the "Less is More" philosophy.
Your Responsibilities (click to see)
- Approval of Interface Changes: Review and approve the redesign of the "Request A Quote" page to the new "Speak To An Expert" format.
- Provision of Business Information: Supply necessary business and contact information to be included in the new data fields.
- Selection of Data Management Tools: Decide between Google Sheets or Airtable for data listing and management.
- Data Access and Management: Assign a team member to manage and update the centralized data system.
- Feedback on Data Logging Structure: Provide input on the structure and type of data to be logged throughout the client process.
- Future Planning: Participate in discussions for future streamlining and process optimization strategies.