TQS - Week 3 Outline
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W3 - TQS, Challenge, Connect a Domain, Create a Form, 9-5-25 🚀
Objective
This SOP outlines the steps to create a lead generation pipeline using the CRM, ensuring compliance and effective lead collection.
Key Steps
Step 1: Assign a Co-Host 0:14
Assign a co-host to manage latecomers during meetings.
Ensure the co-host is familiar with the process.
Step 2: Understand Lead Generation 0:38
Recognize the importance of legally compliant lead generation.
Familiarize yourself with the concept of lead magnets and forms.
Step 3: Access Your Funnel 1:46
Go to the TGD Quest funnel at tgd.quest.
Identify your specific funnel with your name or custom domain.
Step 4: Locate the Form 2:10
Scroll to the bottom of your funnel to find the lead generation form.
Understand the required fields indicated by asterisks.
Step 5: Review the Assignment 4:11
Check the Max Live Community channel for the week’s assignment details.
Prepare to create a lead generation pipeline.
Step 6: Connect a Domain 5:30
Access the settings in your CRM account.
Scroll to 'Domains and URL Redirects' to connect your domain.
Step 7: Clone a Landing Page 6:39
Navigate to the 'Sites' menu and select 'Websites'.
Clone an existing thank you page to create a new landing page.
Step 8: Edit the Landing Page 22:25
Modify the language on the cloned page to fit your lead collection purpose.
Add relevant text and information about your event.
Step 9: Add a Form Element 24:27
Use the element menu to add a form element to your landing page.
Ensure the form element is correctly placed.
Step 10: Create the Form 30:06
Access the forms builder to create a new form.
Customize the form fields and consent language.
Step 11: Link the Form to the Landing Page 39:34
Return to the landing page and link the newly created form.
Ensure the form is functional and ready for submissions.
Step 12: Publish the Landing Page 42:53
Publish the landing page to make it live.
Check the form and landing page for accuracy.
Cautionary Notes
Ensure compliance with legal regulations when collecting leads.
Double-check that all required fields are correctly set up in the form.
Tips for Efficiency
Use existing templates to save time when creating forms and landing pages.
Regularly check your email for lead submissions to ensure timely follow-up.
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