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From Click to Client: The Automated Conversational Funnel Playbook

Are your ad dollars disappearing into a black hole? You're driving traffic, but potential clients are dropping off at the final hurdle. A generic 'contact us' page creates a high-friction dead end, killing your conversion rates and wasting your ad spend.

This playbook details the 'Conversational Funnel Stack,' a powerful, automated system designed to turn ad clicks into booked appointments. We replace your leaky contact form with an engaging Typeform that feels like a conversation. It captures lead data, seamlessly sends it to ActiveCampaign for automated follow-up, and instantly redirects qualified leads to a Calendly page to book a meeting on the spot. It's a frictionless journey from initial interest to concrete action.

Expected Outcomes

  • Dramatically increase your lead-to-appointment conversion rate.
  • Maximize the ROI on your Google and Facebook ad spend.
  • Create a seamless and professional customer journey that builds trust.
  • Automate lead nurturing and follow-up, saving you hours of manual work.
  • Fill your sales calendar with qualified, high-intent prospects.

Core Tools in This Stack

Typeform

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Typeform helps create beautiful, conversational online forms, surveys, and quizzes to turn data collection into an engaging, one-question-at-a-time experience for respondents.

Key Features
  • Conversational, one-question-at-a-time interface
  • Extensive library of customizable templates
  • Conditional Logic (Logic Jumps) to create dynamic forms
  • AI-powered form creation and question generation
  • Wide range of integrations (e.g., Slack, HubSpot, Zapier, Mailchimp)
  • Built-in reporting and analytics dashboards
  • Accept payments through Stripe integration
  • Hidden Fields for passing data and personalization
Ideal For

Company Size: Micro, Small, Medium, Large

Industries: Technology & Software, Business & Professional Services, Retail & E-commerce, Creative & Media, Education & Non-Profit, Health & Wellness, Other

Pricing

Model: Freemium, Subscription

Tier: Medium

Ease of Use

Very Easy

ActiveCampaign

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ActiveCampaign is a customer experience automation platform that combines email marketing, marketing automation, and a CRM to help businesses create personalized and engaging customer journeys.

Key Features
  • Marketing Automation Workflows
  • Email Marketing Designer
  • CRM & Sales Automation (Pipelines)
  • Lead Scoring
  • Landing Page Builder
  • SMS Marketing
  • Site & Event Tracking
  • Advanced Reporting
Ideal For

Company Size: Micro, Small, Medium, Large

Industries: Technology & Software, Business & Professional Services, Retail & E-commerce, Creative & Media, Education & Non-Profit, Health & Wellness

Pricing

Model: Subscription, Free Trial

Tier: Mid-range

Ease of Use

Intermediate

Calendly

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Calendly is a scheduling automation platform that eliminates the back-and-forth emails for finding the perfect meeting time. It simplifies scheduling for individuals, teams, and enterprises by connecting with your calendar and only showing available times.

Key Features
  • Automated Scheduling Links
  • Calendar Connections (Google, Office 365, Outlook, iCloud)
  • Team Scheduling (Round Robin, Collective)
  • Meeting Polls for Group Scheduling
  • Automated Workflows (Reminders, Follow-ups)
  • Routing Forms for Leads and Clients
  • Website Embedding
  • Integrations (Salesforce, HubSpot, Zoom, Stripe)
Ideal For

Company Size: Micro, Small, Medium, Large

Industries: Technology & Software, Business & Professional Services, Retail & E-commerce, Creative & Media, Education & Non-Profit, Health & Wellness, Other

Pricing

Model: Free, Freemium, Subscription

Tier: Low

Ease of Use

Very Easy

The Workflow

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Integration Logic

  • Make

    This automation triggers when a new project record is added to an Airtable base. Make captures this data and first creates a new 'Third Party' (client) in Dolibarr ERP & CRM. It then uses the new client ID to create an associated 'Project' in Dolibarr. Finally, Make creates a comprehensive project page in a Notion database, populating it with details from Airtable and including direct links to the newly created Dolibarr client and project records. This creates a single source of truth for new projects, from initial data entry to ERP record creation and collaborative project documentation.

Get Your Automated Conversion Playbook

Stop pouring ad dollars into a dead-end form and start turning traffic into clients.