Website lead capture
Capture a website enquiry into a controlled sales queue without assuming consent, fit, or an unverified system integration.
Primary roles: sales-manager, marketing
Stages
1. Capture and review
Validate the submission and place it in a staff-owned queue before further sales action.
Manual tasks
- review fit and consent
- resolve duplicates
- approve nonstandard responses
Automation opportunities
- validate fields
- prepare a pipeline record and acknowledgement
Suggested tools
Risks
- A technically valid submission may still be spam
- duplicated
- or outside the intended consent scope.
Success metrics
- Every valid enquiry has an owner and timestamp
- failed transfers are visible to staff.
Last reviewed: 2026-07-18