Agencies lose leads not from bad ads but broken capture. Learn how to rebuild your intake system to attract, qualify, and convert the right clients automatically.

Last month I got on a call with

an advertising agency owner who

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was ready to literally throw

her laptop across the room.

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Her ads were performing well enough and

her funnel looked pretty polished, and

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to boot her calendar was actually pretty.

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But every week ended up

looking very similar.

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She'd end up with a few

people who didn't show up.

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She had a few 'thinking about it' emails,

and one new client, if she was lucky.

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When she came to me, she felt simply that

something might be wrong with her funnel.

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Like people are booking

but they're not converting.

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And if I'm being completely honest,

I've heard that sentence more times than

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I've heard my own voicemail greeting.

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Here's the truth.

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Most agencies don't have a funnel problem.

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What they're seeing is a filter problem.

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They're collecting contacts, but not being

able to properly qualify the clients.

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Every form submission feels like progress,

but when you look under the hood of it,

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the systems running without a diagnostic.

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So her setup was pretty

clean, pretty average.

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You have your paid ad, goes to a

landing page, goes to a contact

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form, and then a calendar link.

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Simple enough, right?

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But it missed the most

important checkpoint, context.

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Who were these people

booking on the calendar?

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What did they need?

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How ready were they to actually

buy what she was offering?

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The system didn't ask, so she had to

figure that out on the call, and that

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meant that every call became a gamble.

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By the end of her audit, it was very

clear that she didn't need more traffic.

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What she really needed was just a

better and smarter capture process,

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because more traffic on a broken

capture flow is just more wasted time.

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Lead capture isn't about collecting names.

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It's about building a

pre-conversation system.

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So this would be one that helps your

best fit clients recognize themselves

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before they ever talk to you.

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In the olden days, we would say, gimme

your business card, and I'll follow up.

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The pro way.

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Here's a simple path that helps you decide

if we're a good match before we talk.

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When you do that right,

your form becomes a filter.

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The right people flow through with

ease and the wrong ones opt themselves

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out and suddenly your pipeline

stops feeling like roulette and

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starts feeling like a conversation

that's already halfway warmed up.

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I call it the triple C framework.

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Capture, clarify, connect.

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Let me break this down.

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Capture is your magnet.

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Forget the Get a quote.

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Everyone does that Instead,

start a relevant dialogue.

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This could be done as a quiz,

a calculator, a quick fit guide

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that reveals what they're missing.

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The goal isn't volume.

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You don't just want more people to do it.

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Your actual target is alignment.

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Then you want to clarify.

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Clarify is your automation layer.

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This is where your CRM starts to

earn its paycheck when someone opts

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in, tag and segment them instantly.

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You can do this by budget, by service

type, by lead magnet, and by readiness.

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then you want to follow up accordingly.

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If they're browsing, nurture them.

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If they're ready, send them a

short pre-call video or survey

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that saves you 15 minutes later.

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Last but not least is connect.

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Connect is where the human

comes back into the picture.

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your ready Now, leads go straight to

your calendar this time with context.

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Your automations handle confirmations,

reminders, and even reschedules.

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That is how you protect your time

and preserve the human touch.

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Let me show you what happened when

we ran this with the ad agency.

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She was getting 50 leads

a month and closing five.

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So one out of every 10 people she was

talking to actually converted note

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that if she was getting these leads

and spending 30 minutes in a virtual

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coffee or networking call with each

of them, that's 25 hours in the month.

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So converting one outta 10 isn't

bad, but it's not great either.

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We decided to rebuild her

capture using the Triple C model.

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So first we replaced her book a call

with a three question quick fit quiz.

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Second, we added go high level automations

to tag leads as exploring ready or urgent.

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Once they were tagged and segmented, we

then sent the ready leads, a pre-call

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video explaining pricing and process.

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Once all that was done, we

triggered missed call, text

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backs and automatic reminders.

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So within 30 days.

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She was actually closing one out of every

three leads that made it to her calendar.

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Same ad spend, same calendar load.

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But this time she was talking to

qualified humans, not curious buyers.

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So as promised, here is your

lead capture diagnostic one.

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does your form filter or just collect two?

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Do new leads?

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Get an immediate next step three is

your CRM, the one that's tagging and

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segmenting these leads automatically.

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Number four, does follow up

start within five minutes?

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Five.

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Can you tell at a glance

who's ready for human contact?

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If you can't check yes.

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On most of those, you've

got a filter problem.

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if your agency's pipeline still feels

like roulette, it's time for a diagnostic.

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During the diagnostic, I'll help you

map out a lead capture system that

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filters for fit and feed your team

real opportunities, not random names.

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Send me a note with lead diagnostic

in the subject line and I'll share

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the exact CRM template that my

client used to cut her load churn

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in half and reclaim her Fridays.

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So reminder, your form

isn't a collection box.

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It's your first conversation.

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Capture, clarify, connect.

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That's how you filter for

fit, not just fill your list.

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Let's get to work.