Website Redevelopment

# Lead Magnet & Funnel Requirement ## Main Funnel Goal The website should be designed to capture leads immediately when a visitor lands on the site. The funnel should push visitors into a **fast quote / lead magnet capture flow** that sends the lead directly into **Close CRM** for sales follow-up. The site should not rely only on passive navigation. Visitors should be prompted to take action as soon as they enter. --- # Immediate Entry Pop-Up ## Pop-Up Timing Trigger a lead-capture pop-up immediately or within 2–3 seconds of landing on the site. The pop-up should be simple, fast, and focused on urgent buyer intent. ## Pop-Up Headline Options **Need branded items fast?** **Get rush pricing today** **Need this produced this week?** **Get a fast quote for merch, apparel, print, or signage** ## Pop-Up Subheadline Tell us what you need, quantity, deadline, and delivery city. We’ll send fast options and pricing. ## Pop-Up CTA **Get Fast Pricing** ## Secondary CTA **Upload Artwork** ## Exit Option Use a small “Not now” or “I’m just browsing” link so the pop-up does not feel aggressive. --- # Pop-Up Form Fields Keep the first step short. ## Step 1 Fields * Work email * What do you need? * Deadline ## Step 2 Fields * Quantity * Delivery city * Upload logo/artwork * Notes ## Button Text **Send My Request** --- # Lead Magnet Offer The lead magnet should be tied to speed and buying intent, not generic content. ## Best Lead Magnet Options ### Option 1: Rush Product List **Get our rush-ready product list** A curated list of apparel, print, signage, and branded items available for fast turnaround. ### Option 2: Fast Quote **Get a same-day quote** Submit the product, quantity, deadline, and delivery city. ### Option 3: Event Checklist **Get a fast event merch checklist** For events, conferences, trade shows, onboarding, and internal campaigns. ### Option 4: No-Minimum Product Ideas **Get no-minimum merch ideas** Useful for small team orders, employee gifts, and last-minute needs. --- # Recommended Funnel Flow ## Visitor Lands on Site Immediate pop-up appears with a speed-focused offer. ## Visitor Selects Intent Options: * I need this fast * I need apparel * I need print/signage * I need event materials * I need kits/fulfillment * I need a company store * Not sure yet ## Visitor Enters Basic Info Collect: * Work email * Product type * Quantity * Deadline * Delivery city * Artwork upload ## Lead Goes to Close CRM Every form submission should automatically create or update a lead in Close. ## Close CRM Fields to Capture * Name * Work email * Company * Phone, if provided * Product category * Quantity * Deadline * Delivery city * Artwork upload link * Source page * Campaign source * UTM source * UTM campaign * Form type * Lead magnet selected * Notes/request details ## Auto-Tagging in Close Leads should be tagged by urgency and product type. ### Urgency Tags * Rush * 24-hour * This week * Flexible ### Product Tags * Apparel * Print * Signage * Event materials * Branded merchandise * Kitting * Fulfillment * Company store ### Source Tags * Website * Pop-up * Fast quote * Lead magnet * Cold email landing page * Organic * Paid traffic --- # Follow-Up Automation After submission, the lead should receive an immediate confirmation email. ## Confirmation Email Copy Thanks — we received your request. To price this quickly, we’ll review the item, quantity, deadline, delivery city, and artwork. If anything is missing, we’ll reply with the fastest next step. ## Internal Close Task Create a task for sales: **Review website quote request and respond with pricing/options.** Priority should be based on deadline. ### Rush Deadline Logic If the visitor selects: * Today * Tomorrow * This week Then Close should mark the lead as high priority. --- # Pop-Up Behavior Rules ## Desktop Show pop-up within 2–3 seconds of entry. ## Mobile Use a less intrusive slide-up or bottom drawer instead of a full-screen pop-up. ## Returning Visitors Do not show the pop-up repeatedly on every page load. Recommended rule: * Show once per session * Show again after 7 days if no submission * Suppress after form submission ## Exit Intent If the visitor closes the first pop-up, trigger a lighter exit-intent offer: **Before you go — need rush pricing or product ideas?** CTA: **Send My Deadline** --- # Landing Page Funnel Cold email traffic should not land on a generic homepage when possible. Create dedicated landing pages for: * Rush branded merchandise * Rush print and signage * No-minimum apparel * Event materials * Company stores * Kitting and fulfillment * Global swag fulfillment Each page should have: * Speed-focused headline * Short product examples * Deadline-based quote form * Artwork upload * Sticky CTA * Pop-up capture * Close CRM integration --- # Main Conversion Principle The website should not make visitors browse first. The funnel should immediately ask: **What do you need, how many, where is it going, and when do you need it?** That information should go directly into Close CRM so sales can quote and follow up quickly.