Step 1
Connect Your Email and Your Domain
Ready when: A test email to a personal Gmail shows all three sender checks (SPF, DKIM and DMARC) as PASS under Show original.
How a Lead Moves Through the System
Steps 1 to 2
Lay the Foundation.
Step 2
Clean and Label Your Contacts
Ready when: Five random contacts each show an owner, a source and a lifecycle stage (where the contact stands, from Subscriber to Customer).
Steps 3 to 4
Capture and Follow Up.
Step 3
Build One Form and One Page
Ready when: A test submission appears on a contact record within a minute, with its source, owner and stage filled in.
Step 4
Write the Four-Email Follow-Up
Ready when: You run a fake lead through the whole path and each email goes out on the right day.
Step 5
Hand Off and Measure.
Step 5
Hand Off to Sales
Ready when: A test lead qualifies and a task appears for the right owner with a due date.
| Number | It Answers | Where to Find It |
|---|---|---|
| New Leads | Is capture working? | Contacts, filtered by create date |
| Qualified Leads | Is the traffic any good? | Contacts, filtered by lifecycle stage |
| Meetings Booked | Is the handoff working? | Meetings or Activities |
| Pipeline Created | Is it worth the effort? | Deals, filtered by create date, in dollars |
| Hours to First Touch | Are leads going cold? | Contact create date to first activity |
Doug can set this up with you and wire it to your sales process.