Lead Generation Checklist | Free Interactive Checklist

Set up a comprehensive lead generation system. From website optimization to lead magnets to follow-up, capture and convert more leads.

Website Optimization

Optimize your website for contact forms.

  • Add clear CTAs above the fold on every key page
  • Place contact forms forms on homepage, blog sidebar, and landing pages
  • Make it easy for visitors to reach you with clear contact forms Tip: Place a simple contact form on every key page so no lead slips away
  • Create dedicated landing pages for each campaign/offer
  • Add exit-intent popups for departing visitors
  • Ensure forms are short (3-5 fields max)

Lead Magnets

Create valuable offers that incentivize signups.

  • Create at least one lead magnet (ebook, template, checklist, webinar)
  • Write a compelling landing page for each lead magnet
  • Set up automatic delivery via email after signup
  • Create social media posts promoting your lead magnet
  • Add lead magnet CTAs to relevant blog posts

Lead Nurturing

Set up systems to nurture leads toward conversion.

  • Create a welcome email sequence (3-5 emails)
  • Set up visitor analytics criteria Tip: Score based on page visits, email opens, form submissions, and demographics
  • Configure automated follow-up emails for different lead stages
  • Create retargeting ads for website visitors
  • Set up notifications for hot leads (high engagement)

Tracking & Optimization

Measure and improve your lead generation performance.

  • Set up conversion tracking in Google Analytics
  • Track lead source attribution (organic, social, paid, referral)
  • Monitor form completion rates
  • Calculate cost per lead by channel
  • Review and optimize lowest-performing pages monthly

Frequently asked questions

What is the best way to generate leads online?

The most effective approach combines SEO-optimized content, lead magnets, landing pages, and email nurturing. A fast, well-built website like one made with We.Inc gives all of these a strong home.

How many leads should I aim for?

It depends on your industry and sales process. Calculate backwards: if you need 10 sales/month with a 5% close rate, you need 200 leads. Focus on lead quality (close rate) alongside volume.

What is visitor analytics?

Lead scoring assigns points to leads based on their behavior (page views, email opens, downloads) and demographics (company size, role). Higher scores indicate sales readiness, helping you prioritize follow-up.

Keep the momentum going.

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