A lead capture module for financial education and B2B consulting
A lead capture module for financial education and B2B consulting
The audience of BizFinMentor.ro is made up of entrepreneurs, freelancers and professionals interested in financial strategy and tax optimisation. The module built by Veziv is shaped around this kind of user: busy but interested, coming back to the site at key moments.
The Veziv IT Services team delivered a custom lead capture module, built specifically for how BizFinMentor works:
We started from the question: "How can we keep visitors interested in financial education engaged without overwhelming them with complicated forms?" We quickly understood that the BizFin Mentor audience needs a gradual, relaxed and personalised process.
We set up the module to collect only the basics at first (name and email), with further details filled in later through automatic messages matched to each user's interests.
We tested the module on real user flows, checking reactions to the automatic messages and the completion rate for the extra details. We adjusted the texts and the timing of the messages to improve replies and loyalty.
We showed the BizFin Mentor team how to use the module and how to adjust the automatic messages, with a simple guide and practical examples suited to their audience.
We added the module without interruptions, improving lead capture and getting the first results right after launch.
In a demo we show you the modules on an example close to your company and talk about what would need adapting.
