Lead Manager
Every lead captured in one place. When someone fills out a form on your site, the Lead Manager catches it, logs the details, and routes it to your team instantly.
What It Does
The Lead Manager is the part of Taggle OS that makes sure no lead gets lost. Every form fill across your entire site is captured, logged with full details, and routed to your team the second it comes in.
You know who the lead is, what they need, where they came from, and what channel drove them. No spreadsheets. No manual tracking. Every lead accounted for.
The Lead Manager feeds directly into Email Outreach for automated follow-up and into Growth Operator OS for pipeline tracking.
What's Included
- Every form submission captured and logged automatically
- Lead details — name, phone, email, service needed, zip code
- Instant team notifications when a new lead comes in
- Lead source tracking — know which channel drove every lead
- UTM parameter capture on every traffic source
- Lead status tracking from new to won
- Connected to Email Outreach for automated follow-up
Forms That Feed Into Lead Manager
Every form on your site routes directly into the Lead Manager. Nothing gets lost.
Contact Form
Main lead capture on your Local Contractor Pages. Name, phone, email, trade, service area, and referral source.
Automation Flow
- 1Lead captured → instant confirmation email to lead
- 2Team notification → your crew gets alerted immediately
- 324-hour follow-up → automated check-in if no response
- 43-day follow-up → final outreach to re-engage
Test Drive Form
Demo sign-up form. Name, email, phone, and trade.
Automation Flow
- 1Lead captured → instant access to live Taggle OS demo
- 2Team notification → you know who's looking at the demo
- 324-hour follow-up → check in after they've seen the demo
Client Application
Multi-step intake form. Business details, goals, budget, and timeline.
Automation Flow
- 1Application received → instant confirmation to applicant
- 2Team notification → your team reviews the application
- 324-hour follow-up → personalized outreach about their goals
- 44-day follow-up → final check-in to connect
Purchase
Customer buys Taggle OS on the pricing page.
Automation Flow
- 1Payment confirmed → instant confirmation email
- 2Team notification → new client alert
- 3Onboarding email → guided onboarding form sent to client
- 42-day reminder → complete your onboarding
- 5Onboarding complete → system build begins
Connected To
Lead Manager feeds directly into:
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