LEAD_GENERATION Category

LEAD_GENERATION Category

The LEAD_GENERATION category is designed for capturing leads, qualifying prospects, and supporting business development activities. Use this category when your primary goal is to collect potential customer information and build your sales pipeline.

Category Specification

Code
{
  "flowCategories": ["LEAD_GENERATION"]
}

Use Cases

Perfect for LEAD_GENERATION

• Lead Capture - Contact information collection, interest capture
• Qualification Forms - Budget, timeline, and needs assessment
• Demo Requests - Product demonstration and consultation requests
• Quote Requests - Custom pricing and proposal requests
• Webinar Registration - Event sign-ups and lead magnets
• Newsletter Signups - Content marketing and nurture campaigns

Not Suitable for LEAD_GENERATION

• Customer support - Use CUSTOMER_SUPPORT instead
• General inquiries - Use CONTACT_US instead
• User registration - Use SIGN_UP instead
• Feedback collection - Use SURVEY instead

Recommended Components

Essential Components

• TEXT_INPUT - Name, email, phone, company information
• TEXT_AREA - Project description, specific needs, requirements
• DROPDOWN - Company size, industry, budget range, timeline
• RADIO_BUTTONS_GROUP - Lead qualification questions
• FOOTER - Submit lead information

Optional Components

• CHECKBOX_GROUP - Services of interest, communication preferences
• DATE_PICKER - Project timeline, preferred contact dates
• DOCUMENT_PICKER - RFP documents, project specifications
• OPT_IN - Marketing consent, follow-up permissions
• CHIPS_SELECTOR - Tags for interests, services, or features

Implementation Examples

Basic Lead Capture Form

Code
{
    "flowName": "basic_lead_capture",
    "flowCategories": ["LEAD_GENERATION"],
    "flowJson": {
        "screens": [
            {
                "id": "LEAD_CAPTURE",
                "terminal": true,
                "success": true,
                "title": "Get Started Today",
                "layout": {
                    "children": [
                        {
                            "type": "TEXT_HEADING",
                            "text": "Ready to Transform Your Business?"
                        },
                        {
                            "type": "BODY",
                            "text": "Get a free consultation and custom proposal. Fill out this quick form and we'll contact you within 24 hours."
                        },
                        {
                            "type": "TEXT_INPUT",
                            "label": "Full Name",
                            "name": "full_name",
                            "required": true,
                            "errorMessage": "Please enter your full name"
                        },
                        {
                            "type": "TEXT_INPUT",
                            "label": "Business Email",
                            "name": "business_email",
                            "required": true,
                            "inputType": "EMAIL",
                            "pattern": "^[\\w-\\.]+@([\\w-]+\\.)+[\\w-]{2,4}$",
                            "errorMessage": "Please enter a valid business email"
                        },
                        {
                            "type": "TEXT_INPUT",
                            "label": "Phone Number",
                            "name": "phone_number",
                            "required": true,
                            "inputType": "PHONE",
                            "errorMessage": "Phone number is required for follow-up"
                        },
                        {
                            "type": "TEXT_INPUT",
                            "label": "Company Name",
                            "name": "company_name",
                            "required": true,
                            "errorMessage": "Please enter your company name"
                        },
                        {
                            "type": "DROPDOWN",
                            "label": "Company Size",
                            "name": "company_size",
                            "required": true,
                            "dataSource": [
                                {"id": "startup", "title": "Startup (1-10 employees)"},
                                {"id": "small", "title": "Small Business (11-50 employees)"},
                                {"id": "medium", "title": "Medium Business (51-250 employees)"},
                                {"id": "large", "title": "Large Business (251-1000 employees)"},
                                {"id": "enterprise", "title": "Enterprise (1000+ employees)"}
                            ]
                        },
                        {
                            "type": "DROPDOWN",
                            "label": "Industry",
                            "name": "industry",
                            "required": true,
                            "dataSource": [
                                {"id": "technology", "title": "Technology"},
                                {"id": "healthcare", "title": "Healthcare"},
                                {"id": "finance", "title": "Financial Services"},
                                {"id": "retail", "title": "Retail & E-commerce"},
                                {"id": "manufacturing", "title": "Manufacturing"},
                                {"id": "education", "title": "Education"},
                                {"id": "other", "title": "Other"}
                            ]
                        },
                        {
                            "type": "TEXT_AREA",
                            "label": "Tell us about your project",
                            "name": "project_description",
                            "required": true,
                            "maxLength": "500",
                            "helperText": "Briefly describe your needs, goals, or current challenges"
                        },
                        {
                            "type": "RADIO_BUTTONS_GROUP",
                            "name": "timeline",
                            "label": "When do you want to get started?",
                            "required": true,
                            "dataSource": [
                                {"id": "immediately", "title": "Immediately - Ready to start now"},
                                {"id": "1_month", "title": "Within 1 month"},
                                {"id": "3_months", "title": "Within 3 months"},
                                {"id": "6_months", "title": "Within 6 months"},
                                {"id": "exploring", "title": "Just exploring options"}
                            ]
                        },
                        {
                            "type": "OPT_IN",
                            "label": "I agree to receive follow-up communications about this inquiry",
                            "name": "communication_consent",
                            "required": true
                        },
                        {
                            "type": "OPT_IN",
                            "label": "Send me relevant industry insights and updates",
                            "name": "marketing_consent",
                            "required": false
                        },
                        {
                            "type": "FOOTER",
                            "label": "Get My Free Consultation",
                            "onClickAction": {
                                "name": "COMPLETE"
                            },
                            "centerCaption": "We'll contact you within 24 hours with next steps"
                        }
                    ]
                }
            }
        ]
    }
}

Qualified Lead Assessment

Code
{
    "flowName": "qualified_lead_assessment",
    "flowCategories": ["LEAD_GENERATION"],
    "flowJson": {
        "screens": [
            {
                "id": "CONTACT_INFO",
                "terminal": false,
                "success": false,
                "title": "Contact Information",
                "layout": {
                    "children": [
                        {
                            "type": "TEXT_HEADING",
                            "text": "Let's Get Acquainted"
                        },
                        {
                            "type": "BODY",
                            "text": "Step 1 of 3 - We'll use this information to customize our recommendations for you."
                        },
                        {
                            "type": "TEXT_INPUT",
                            "label": "First Name",
                            "name": "first_name",
                            "required": true
                        },
                        {
                            "type": "TEXT_INPUT",
                            "label": "Last Name",
                            "name": "last_name",
                            "required": true
                        },
                        {
                            "type": "TEXT_INPUT",
                            "label": "Work Email",
                            "name": "work_email",
                            "required": true,
                            "inputType": "EMAIL"
                        },
                        {
                            "type": "TEXT_INPUT",
                            "label": "Company",
                            "name": "company",
                            "required": true
                        },
                        {
                            "type": "TEXT_INPUT",
                            "label": "Job Title",
                            "name": "job_title",
                            "required": true,
                            "helperText": "Your role in the company"
                        },
                        {
                            "type": "FOOTER",
                            "label": "Continue",
                            "onClickAction": {
                                "name": "NAVIGATE",
                                "next": "BUSINESS_INFO"
                            }
                        }
                    ]
                }
            },
            {
                "id": "BUSINESS_INFO",
                "terminal": false,
                "success": false,
                "title": "Business Information",
                "layout": {
                    "children": [
                        {
                            "type": "TEXT_HEADING",
                            "text": "About Your Business"
                        },
                        {
                            "type": "CAPTION",
                            "text": "Step 2 of 3 - Business Details"
                        },
                        {
                            "type": "DROPDOWN",
                            "label": "Annual Revenue",
                            "name": "annual_revenue",
                            "required": true,
                            "dataSource": [
                                {"id": "under_1m", "title": "Under $1M"},
                                {"id": "1m_5m", "title": "$1M - $5M"},
                                {"id": "5m_25m", "title": "$5M - $25M"},
                                {"id": "25m_100m", "title": "$25M - $100M"},
                                {"id": "over_100m", "title": "Over $100M"}
                            ]
                        },
                        {
                            "type": "RADIO_BUTTONS_GROUP",
                            "name": "decision_maker",
                            "label": "Are you the primary decision maker for this purchase?",
                            "required": true,
                            "dataSource": [
                                {"id": "yes", "title": "Yes, I make the final decision"},
                                {"id": "influence", "title": "I have significant influence"},
                                {"id": "recommend", "title": "I make recommendations"},
                                {"id": "no", "title": "No, I'm gathering information for others"}
                            ]
                        },
                        {
                            "type": "CHECKBOX_GROUP",
                            "label": "Current challenges (select all that apply)",
                            "name": "current_challenges",
                            "required": true,
                            "dataSource": [
                                {"id": "efficiency", "title": "Need to improve efficiency"},
                                {"id": "scaling", "title": "Scaling operations"},
                                {"id": "costs", "title": "Reducing costs"},
                                {"id": "compliance", "title": "Meeting compliance requirements"},
                                {"id": "integration", "title": "System integration issues"},
                                {"id": "reporting", "title": "Better reporting and analytics"}
                            ]
                        },
                        {
                            "type": "DROPDOWN",
                            "label": "Budget Range",
                            "name": "budget_range",
                            "required": true,
                            "dataSource": [
                                {"id": "under_10k", "title": "Under $10,000"},
                                {"id": "10k_50k", "title": "$10,000 - $50,000"},
                                {"id": "50k_100k", "title": "$50,000 - $100,000"},
                                {"id": "100k_500k", "title": "$100,000 - $500,000"},
                                {"id": "over_500k", "title": "Over $500,000"},
                                {"id": "not_sure", "title": "Not sure yet"}
                            ]
                        },
                        {
                            "type": "FOOTER",
                            "label": "Continue",
                            "onClickAction": {
                                "name": "NAVIGATE",
                                "next": "PROJECT_DETAILS"
                            }
                        }
                    ]
                }
            },
            {
                "id": "PROJECT_DETAILS",
                "terminal": true,
                "success": true,
                "title": "Project Requirements",
                "layout": {
                    "children": [
                        {
                            "type": "TEXT_HEADING",
                            "text": "Project Details"
                        },
                        {
                            "type": "CAPTION",
                            "text": "Step 3 of 3 - Final Details"
                        },
                        {
                            "type": "TEXT_AREA",
                            "label": "Describe your specific requirements",
                            "name": "requirements",
                            "required": true,
                            "maxLength": "800",
                            "helperText": "What exactly are you looking to achieve?"
                        },
                        {
                            "type": "TEXT_AREA",
                            "label": "Current solution (if any)",
                            "name": "current_solution",
                            "required": false,
                            "maxLength": "400",
                            "helperText": "What are you currently using? What's not working?"
                        },
                        {
                            "type": "CHIPS_SELECTOR",
                            "name": "interested_services",
                            "label": "Which services are you most interested in?",
                            "required": true,
                            "maxSelectedItems": 5,
                            "dataSource": [
                                {"id": "consulting", "title": "Strategic Consulting"},
                                {"id": "implementation", "title": "System Implementation"},
                                {"id": "integration", "title": "System Integration"},
                                {"id": "training", "title": "Training & Support"},
                                {"id": "maintenance", "title": "Ongoing Maintenance"},
                                {"id": "custom_dev", "title": "Custom Development"},
                                {"id": "analytics", "title": "Analytics & Reporting"},
                                {"id": "migration", "title": "Data Migration"}
                            ]
                        },
                        {
                            "type": "DATE_PICKER",
                            "name": "preferred_start",
                            "label": "Preferred Start Date (Optional)",
                            "required": false,
                            "helperText": "When would you ideally like to begin?"
                        },
                        {
                            "type": "RADIO_BUTTONS_GROUP",
                            "name": "next_step",
                            "label": "What would be the most helpful next step?",
                            "required": true,
                            "dataSource": [
                                {"id": "demo", "title": "Schedule a product demo"},
                                {"id": "consultation", "title": "Free strategy consultation"},
                                {"id": "proposal", "title": "Receive a detailed proposal"},
                                {"id": "trial", "title": "Start a free trial"}
                            ]
                        },
                        {
                            "type": "FOOTER",
                            "label": "Submit Request",
                            "onClickAction": {
                                "name": "COMPLETE"
                            },
                            "centerCaption": "Our team will review and contact you within 4 hours"
                        }
                    ]
                }
            }
        ]
    }
}

Lead Qualification Best Practices

Information Gathering Strategy

• Progressive Profiling - Collect information across multiple interactions
• Value Exchange - Provide value in exchange for information
• Qualification Scoring - Use answers to score and prioritize leads
• Segmentation - Categorize leads for targeted follow-up

Lead Scoring Criteria

Code
{
  "type": "RADIO_BUTTONS_GROUP",
  "name": "budget_authority",
  "label": "Do you have budget allocated for this project?",
  "dataSource": [
    {"id": "yes_approved", "title": "Yes, budget is approved"},
    {"id": "yes_pending", "title": "Yes, pending approval"},
    {"id": "exploring", "title": "Still exploring costs"},
    {"id": "no_budget", "title": "No budget allocated yet"}
  ]
}

Timing and Urgency

Code
{
  "type": "DROPDOWN",
  "label": "Implementation Timeline",
  "name": "timeline",
  "dataSource": [
    {"id": "asap", "title": "ASAP - Urgent need"},
    {"id": "q1", "title": "Q1 - Next 3 months"},
    {"id": "q2", "title": "Q2 - 3-6 months"},
    {"id": "future", "title": "Future planning - 6+ months"}
  ]
}

Lead Nurturing and Follow-up

Communication Preferences

Code
{
  "type": "CHECKBOX_GROUP",
  "label": "How would you like us to follow up?",
  "name": "followup_preferences",
  "dataSource": [
    {"id": "email", "title": "Email updates"},
    {"id": "phone", "title": "Phone call"},
    {"id": "demo", "title": "Product demonstration"},
    {"id": "case_studies", "title": "Relevant case studies"},
    {"id": "whitepaper", "title": "Industry whitepapers"}
  ]
}

Content Preferences

Code
{
  "type": "CHIPS_SELECTOR",
  "name": "content_interests",
  "label": "What type of content interests you?",
  "dataSource": [
    {"id": "case_studies", "title": "Case Studies"},
    {"id": "best_practices", "title": "Best Practices"},
    {"id": "industry_trends", "title": "Industry Trends"},
    {"id": "product_updates", "title": "Product Updates"},
    {"id": "webinars", "title": "Webinars"},
    {"id": "whitepapers", "title": "Research Papers"}
  ]
}

Privacy and Compliance

GDPR Compliance

Code
{
  "type": "OPT_IN",
  "label": "I consent to processing of my personal data for business development purposes",
  "name": "gdpr_consent",
  "required": true
}

Marketing Permissions

Code
{
  "type": "OPT_IN",
  "label": "I would like to receive marketing communications about products and services",
  "name": "marketing_opt_in",
  "required": false
}

Data Usage Transparency

Code
{
  "type": "BODY",
  "text": "We respect your privacy. Your information will only be used to provide you with relevant business solutions and will never be shared with third parties without your consent."
}

Lead Qualification Framework

BANT Qualification

• Budget - Financial capacity for the solution
• Authority - Decision-making power
• Need - Clear business requirement
• Timeline - Urgency and implementation timeframe

Pain Point Identification

Code
{
  "type": "RADIO_BUTTONS_GROUP",
  "name": "primary_pain",
  "label": "What's your biggest challenge right now?",
  "dataSource": [
    {"id": "revenue", "title": "Need to increase revenue"},
    {"id": "efficiency", "title": "Improve operational efficiency"},
    {"id": "costs", "title": "Reduce operational costs"},
    {"id": "compliance", "title": "Meet regulatory requirements"},
    {"id": "competition", "title": "Stay competitive in market"}
  ]
}

Sales Handoff Process

Lead Scoring

Implement scoring based on responses:

• Hot Lead - High budget, immediate timeline, decision maker
• Warm Lead - Moderate budget, 3-6 month timeline, influencer
• Cold Lead - Low budget, future timeline, information gatherer

Sales Notes Generation

Code
{
  "type": "TEXT_AREA",
  "label": "Additional notes for our sales team",
  "name": "sales_notes",
  "required": false,
  "maxLength": "300",
  "helperText": "Any specific requirements or considerations?"
}

Related Categories

• CONTACT_US Category - For general inquiries
• SIGN_UP Category - For user registration
• APPOINTMENT_BOOKING Category - For demo scheduling

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LEAD_GENERATION flows should focus on qualification, value exchange, and smooth handoff to sales teams while respecting privacy and providing clear next steps