Transform Your Business with AI: How to Create a Smart Form to Pre-Qualify Leads

Hello everyone! I’m Bridget Bartlett from My Vision Agency, and today I’m excited to guide you on how to integrate a smart form into your website. This powerful tool will not only help you pre-qualify your visitors but also leverage AI to generate personalized responses. By doing so, you'll boost your conversion rates and streamline your customer engagement process.

Creating the Smart Form

The first step in this transformative process is designing a smart form that gathers essential information from your visitors. The questions should assess their goals, determine their current status with Go High Level (GHL), and collect contact details. For example, you might ask: "What are your goals?" or "Are you a current GHL customer?" to segment your audience effectively.

Leveraging AI for Personalized Engagement

Once visitors complete your form, the real magic happens on the back end. Our AI system uses the input data to craft a custom response. It’s crucial to capture contact details strategically to maintain a high conversion rate. Hence, ask for the email address toward the end of the form. AI will generate a response like this:

"Hi John, thank you for sharing your goals. You wish to create recurring income by helping plumbers with their marketing. Let's explore how Go High Level and My Vision Agency can make your vision a reality."

Backend Configuration and Integration with Go High Level

To utilize this data in your marketing strategy, you need to configure the backend seamlessly. Ensure all questions and fields in your form are connected to corresponding tags in the system. This allows our AI to accurately use this information to determine how our offerings align with the lead’s needs.

You’ll use webhook technology to transfer data from your form to your GHL account. This integration ensures you can continue nurturing your leads within your CRM.

Workflow Setup

Now, let’s discuss setting up your workflow. Start by creating a webhook and copy it into your form settings. Regularly test your process by submitting trial entries to ensure everything functions as expected. This will allow you to confirm that all data is correctly mapped and stored.

Monitoring and Optimizing Your Form

Review the responses consistently to understand your audience better and optimize your form questions. This will help in making informed decisions to enhance your lead generation strategy.

Conclusion

In conclusion, integrating a smart form with AI on your website—and connecting it to your GHL account—can significantly improve your business operations. By collecting targeted information and automatically generating personalized responses, you not only save time but also enhance your prospects' experience.

Should you wish to create a FormWise account, visit myvisionagency.com/formwise for a free trial. You’ll also find a playlist of all the detailed training on form creation and integration.

Thank you for joining me today! Remember, you can also become part of our reseller program at myvisionagency.com. I look forward to collaborating with you during our open office hours—let’s make your vision a reality! Bye for now.