Today’s GSDdaily is episode 142. It is the accelerated edition, the automated edition, and I’ve been thinking a lot about accelerators, but anyway, today we’re going to continue the conversation on lead generation systems, and we’re going to talk about how the automation should go for your lead generation system. If you are basically pre-qualifying into a service or a higher ticket product or something a little bit more customizable than just a digital product or just a membership site.


So basically, if you want somebody to hit your website, hit a landing page, give you their email address and exchange for like a PDF or something, and then ultimately continue giving you information, like their phone number or their mailing address or whatever, whatever you need to get them to qualify for your services or to get them to buy something, then that’s what we’re going to talk about today.

The flow of Lead Generation System

So, in today’s discussion, we’re going to talk about the flow of what all of this looks like. So, what we’re going to do is we’re going to flip over here to our iPad, and we’re going to walk through what this needs to do.

1. Traffic

From a lead generation system standpoint, what we’re going to do is we have kind of our initial traffic over here on the right-hand side, or over here on the left. So, we have our traffic and then we have our funnel and then we have our objective. There are lots of different kinds of traffic. From an automated standpoint, we want to be running traffic that is, I mean, basically, it’s just ad budget.

2. Setting Up Targeting

So, we set up our targeting, we set up our ads, and then we’re just managing the ads as they go. So, if we spend $50 a day, $100 a day, $1000 a day, we’re moving leads onto our list so that they’re pre-qualified and they are open to receiving our marketing in the future. So, Facebook is one place. Google ads are another place. LinkedIn is another place.

By in large, most of our traffic ends up coming from Facebook and Google, and then what we do is we send them to the individual funnel. Now, from a lead generation standpoint, that funnel is going to start with a landing page. Now, yesterday we talked about lead magnets and why lead magnets are used in your funnel. So, your landing page is usually a combination of a PDF that you give away in exchange for somebody’s email address, and then also a confirmation page.

So, that confirmation page and how it’s usually set up is we have confirmation here. So, the confirmation page normally has like a video sales letter or some sort of a presentation that gets you to … So, when somebody opts in for your stuff, they are never, ever, evermore uniquely engaged in what it is you’re offering them the second after they download something. That’s just how it works. So, when they opt-in for your lead magnet, they opt-in for your PDF, and then they move to your confirmation page or the “thank you” page, that’s the only time that you’re ever going to be 100% sure that they are engaged with you is when they hit this page.

So, when they hit that confirmation page, they are more engaged than they ever, ever will be until they opt-in for something again. So, this is where you need to do something that matters. And oftentimes, what we want to do there is we want to then get them to fill out a fully qualified lead form. So, that fully qualified lead form is where you get their phone number, is where you get their email address or you already have their email address, where you get their phone number, where you get their address, where you get them to answer a couple of questions.

And a lot of times how we do it is we on this fully qualified lead form, we, of course, ask for name, we ask for a phone if you have a phone sales process. We ask typically for Skype, and Skype is a good one, but we even ask them if they want to do a Zoom call now that we’re in a pandemic. Everybody knows what Zoom is. We might ask for the address, and then we’re usually going to want them to answer four to six questions.

Confirmation page online questionnaire

Now, those four to six questions might be specific to your product or service. It might speed be specific to maybe the size of their business or the house that they’re trying to liquidate or whatever, but we try to get them to answer four to six questions. One of them being a money question. So, something that might be, are you willing to invest in such and such, or another one that are you willing to get rid of such and such or whatever. So, we try to introduce the idea of it being like a financial transaction.

And then what happens is when they go through and answer these questions, then they go off to some sort of a sales automation sequence. So, sometimes that lead goes to SMS. Other times it might go to email. Sometimes it goes to Slack and sometimes it goes to a bot, or if you’re like us and all of our internal stuff, then it goes to a little bit of all of it. So, whenever we get a new lead, an SMS triggers, an email triggers, a Slack notification triggers, and then sometimes it goes to a bot too. So, there are lots of different ways to work through the automation piece.

But at the end of the day, what we want to do is we want to make sure that regardless of how somebody is finding us, they are moving through that same automated process. So, they find us on Facebook, and then they hit a landing page. Landing page, they opt-in for the thing. They get sent to a confirmation page. On the confirmation page, we are getting them to watch a video and read some texts. So, not all video auto-plays, just an FYI.

We had an episode about this couple of weeks ago, but browsers now don’t necessarily auto-play all video. So, Google Chrome sometimes auto-plays. Firefox sometimes auto-plays. Safari sometimes auto-plays. It depends on your preferences, depends on whether your sound is on or whatever else, but even Wistia and Vimeo, they’ll try to auto-play. But if you try to auto-play and a browser doesn’t auto-play, then sometimes just the audio won’t work. And so it’s just one of those things you want to test it out and make sure that if you have a video on a confirmation page, then you’re giving it some use case. You’re trying it out on a bunch of different browsers to see when it plays when it doesn’t play.

But by and large, it’s always just safer just to have them hit the play button, and then surround that video with texts, headlines, sub-headlines, the text underneath the video, calls to action, and then some long-form text below, like down the page a little bit that way they can scroll around. They could scroll around and they can watch the video if they want, but ultimately all of that text on that video needs to reinforce the fact that you want them to continue their journey with you by filling out like a fully qualified lead form if that’s the end goal, the objective that you’re going after. Then once they fill out that form, it’s just alerting the people who need to be alerted that that form has been filled out and then to call them back or schedule a call or whatever.

So, that from an automation standpoint, basically, if you’re selling anything above $1000, digital product, service, whatever, that automation sequence is going to be exactly what you need to start ringing the bell at least.

For Questions and Guide

If there’s anything that we can do, just go to or, and we’ll be able to put together an action plan for you, where we walk through your funnel and your traffic and all that stuff. And then also, if you would like this model and a bunch of other models on how to turn clicks into customers and clicks into clients, go to There are two accelerator courses there. One of them is four funnels. The other one is for startups. So, if you’re looking to scale a business, then the funnel accelerator is going to be for you, and if you’re looking to start a business, then the startup accelerator is for you. And if you have any questions, just go to, fill out the little form and we’ll talk to you soon.

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