Needs and current situation
We map the offer, form fields, recipient and follow-up. Platform forms and website forms have different requirements for transfer and confirmation.
Possible scope
Work can include form design, ad proposals and a plan for email or an agreed CRM connection. Agree responsibility and response expectations before activation.
Prepare for the start
Identify the recipient, necessary information and approved privacy information. Confirm access to any systems that need integration.
Checks and handover
Test with agreed sample data. Check receipt, duplicates and the ability to identify the enquiry source before using live traffic.
What needs agreement
Leaving contact details does not grant unlimited marketing permission. Integrations, media budget and campaign activation require explicit agreement.
A common question
Do we need a CRM immediately?
No. A clear, manageable receipt and follow-up process can come first. Add a CRM when volume and workflows justify it.
