The Two-Step Funnel Process: Enhancing Conversion Rates

At BILT, we continually strive for innovative solutions to optimize conversion rates. Introducing an efficient two-step funnel process, designed to capture and convert leads more effectively.

Understanding the Two-Step Form Process

The new approach involves a two-step form process:

• First Form:
  • Short and straightforward, capturing essential information like first name, last name, email, and phone number.
  • Upon submission, the information automatically integrates into our system.
  • Users are immediately directed to the next stage, the second form.
• Second Form:
  • Comprehensive, designed to gather more detailed information.
  • Referred to as the “big one,” essential for enriching our database.

Handling Form Cancellations

In scenarios where users cancel after completing the first form, the process ensures:

• Basic information is secured in our records.
• An automatic email follow-up is triggered, engaging potential leads effectively.
• The lead enters the sales pipeline, providing opportunities for further engagement.

Benefits of the Two-Step Funnel Approach

Our two-step funnel strategy offers numerous advantages:

• Efficient lead capture, even if users don’t complete the full form.
• Facilitates follow-up interactions via email and phone calls.
• Possibility for manual data collection, ensuring no lead is left behind.

Implementing this streamlined approach aligns with BILT's commitment to enhancing our customer engagement and improving conversion rates.