How to Use A CRM to Track Leads - Case Study скачать в хорошем качестве

How to Use A CRM to Track Leads - Case Study

Last year, a client came to us, losing thousands in missed leads, all because their CRM wasn’t tracking properly. Hey, I’m Brad Smith, founder of AutomationLinks, and after working with over 25 brands in the last 10 years, I know what works and what doesn’t when it comes to lead tracking. This is an affiliate link, and I get commissions for purchases made through this link: https://www.gohighlevel.com/freetrial... In this video, I’m pulling back the curtain and showing you exactly how to set up a lead-tracking CRM system that automates follow-ups, eliminates confusion, and ensures no lead ever slips through the cracks again. What You’ll Learn in This Video: 1. How to build a CRM that automatically tracks and follows up with leads 2. The exact tools and platforms I use (including Go High Level and Duda) 3. How to embed CRM forms directly into your website 4. Why automating follow-ups increases conversions 5. Real case study showing the full pipeline and automation in action 6. How to track lead behavior, email opens, and social media metrics Why This Strategy Works for Any Business: Whether you’re in coaching, real estate, eCommerce, or a local service, this CRM setup works across the board. 1. Automation reduces missed follow-ups 2. Email + SMS tracking boosts engagement 3. Pipeline management improves sales forecasting 4. Website integration makes your CRM the hub of your business 5. Plain text emails feel human and get opened You don’t need Zapier. You don’t need a developer. You just need this system. Chapters: 00:00 – Why Most Businesses Lose Leads in 2025 00:28 – CRM Setup to Track & Automate Lead Follow-Up 01:14 – How to Replace Your Website Form with a CRM Form 02:20 – Using Go High Level + Duda for Seamless Integration 03:18 – Building Custom Forms to Capture the Right Data 04:07 – Automate Emails, Tags, and Pipeline Stages 04:55 – Why You Must Track CRM Stats (Opens, Clicks, Visits) 05:38 – Tools, Templates & Final Setup Tips for CRM Success Step-by-Step Breakdown: Step 1: Embed a Smart Form in Your Site Replace your basic website form with a CRM-powered form using HTML embed. Use Go High Level for seamless integration and lead data capture. Step 2: Automate Follow-Ups with Custom Pipelines Create stages like “New Lead,” “Proposal Sent,” “Follow-Up,” etc. Automate emails and texts to trigger based on user actions. Step 3: Track Engagement & Optimize Outreach Use your CRM dashboard to view email open rates, page visits, and lead actions. Post social media, monitor results, and tweak as needed to improve conversions. Brad’s Affiliate Recommendations: 1. I’m a HighLevel paid affiliate, and I make commissions when you purchase through this link: https://www.gohighlevel.com/freetrial... 2. My best freelancers: https://go.fiverr.com/visit/?bta=8214... 3. My favorite website builder: https://duda.sjv.io/automationlinks 4. My go-to payment processor: https://checkout.samcart.com/referral... 5. X (Twitter) Software: https://www.creatorbuddy.io/?via=brad 6. Tracking Software: https://www.adkong.ai/atp/?ref=bradsmith 7. My SEO Software: https://dashboard.searchatlas.com/reg... 8. e-Commerce Website Builder: https://www.shopify.com/?ref=automati... 9. Email Marketing: https://www.mailerlite.com/a/grs6psegyu 10. Membership Software: https://www.memberspace.com/?via=brad Recommended Search Terms From AI Searched and ChatGPT: CRM setup tutorial how to track leads automate lead follow-up best CRM for leads CRM form integration Go High Level tutorial build lead pipeline track email opens CRM automate client onboarding CRM for small business CRM contact form setup CRM lead tracking system embed CRM on website lead automation workflow CRM follow-up strategy