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I will high converting lead magnet funnels client onboarding lead capture automation ai
Finlay Potter
About this gig
Are visitors leaving your website without subscribing, requesting information, or becoming potential customers? I will help you build a lead magnet funnel that presents a useful resource, captures contact information, and organizes the next step in your customer journey.
What the setup can include:
- Lead magnet landing page configuration
- Opt-in form and contact capture
- Thank-you page or download delivery
- Basic email delivery automation
- CRM contact integration where supported
- Lead tagging or segmentation
- Client onboarding workflow connections
- Funnel testing and handover instructions
This service is designed for consultants, coaches, agencies, creators, and service businesses that want a structured way to attract and organize leads.
Please message me before ordering with your lead magnet idea and preferred platform so we can define the project properly.
Get to know Finlay Potter
Finlay Potter
Quiz Funnels, CRM Automation, Client Intake Forms and Lead Generation
- FromUnited Kingdom
- Member sinceApr 2026
- Avg. response time12 hours
Languages
German, English
I help businesses streamline lead generation, client intake, and onboarding with practical automation systems. I build quiz funnels, lead qualification forms, lead magnet funnels, CRM workflows, and ScoreApp based experiences tailored to your goals. From capturing prospect details to organizing follow-ups, I focus on clear user journeys, accurate data collection, and efficient workflows. I aim to deliver organized, easy-to-manage systems with clear communication, defined scope, and practical handover guidance.
FAQ
What is a lead magnet funnel?
It is a process that offers a useful resource in exchange for contact information, then guides the subscriber toward a relevant next step.
Do you create the ebook or checklist?
The standard packages focus on funnel setup. Resource creation and extensive copywriting can be discussed as additional work.
Can the resource be delivered automatically?
Yes, when your chosen platform supports automated delivery through email, a download page, or another agreed method.
Can you connect the funnel to my CRM?
Yes, subject to compatibility, available integrations, and the required account permissions.
Will the funnel guarantee new customers?
No. The setup organizes lead capture and follow-up, but results depend on traffic quality, the resource, messaging, and your offer.
