القائمة
Lead-generation funnel construction — lead magnets, tripwires, gated content, qualified-lead routing into CRM.
التثبيت باستخدام Codex أو Claude انسخ هذا Prompt والصقه في Codex أو Claude أو مساعد آخر ليراجع صفحة Skill ويثبّتها لك.
استنادا إلى تصنيف SOC المهني
| name | lead-generation |
| description | Lead-generation funnel construction — lead magnets, tripwires, gated content, qualified-lead routing into CRM. |
| canon_references | ["hormozi-lead-flows","holmes-buyer-pyramid","miner-nepq"] |
| canon_source | brain/MARKETING_CANON.md |
| universal | true |
| note | Examples in this skill may reference SunBiz (legacy client); the skill itself is brand-agnostic. Per-brand context lives in brain/clients/<brand>.md. |
| triggers | ["build a lead funnel","capture more leads","set up lead gen","create a lead magnet","qualify inbound leads"] |
End-to-end lead capture system — from ad click to qualified MCA merchant.
This skill covers the complete lead generation funnel for SunBiz Funding's MCA consolidation and business funding services. The goal is to capture qualified merchant leads through the JotForm and route them to underwriting as efficiently as possible.
IMPRESSION (see ad)
↓
CLICK (interested — goes to JotForm)
↓
JOTFORM SUBMISSION (lead captured) ← Primary conversion event
↓
QUALIFICATION (underwriting team reviews bank statements)
↓
FOLLOW-UP (call/SMS within 5-15 minutes)
↓
FUNDED DEAL (revenue)
CRITICAL: ALL ad CTAs link to the JotForm. This is the single lead capture destination.
?utm_source=meta&utm_medium=paid&utm_campaign=[name]&utm_content=[ad_id]The JotForm must capture:
If testing in-platform forms for comparison:
# Meta Lead Form for MCA Consolidation
lead_form = page.create_lead_gen_form(params={
'name': 'SunBiz Funding - MCA Consolidation',
'privacy_policy': {'url': 'https://sunbizfunding.com/privacy'},
'context_card': {
'title': 'See If You Qualify',
'content': 'Find out if you can consolidate your MCA positions and reduce your daily payments. Takes 30 seconds.',
},
'questions': [
{'type': 'CUSTOM', 'key': 'monthly_revenue', 'label': 'Average Monthly Revenue',
'options': [
{'value': 'Under $15K'},
{'value': '$15K - $25K'},
{'value': '$25K - $50K'},
{'value': '$50K - $100K'},
{'value': '$100K - $250K'},
{'value': '$250K - $500K'},
{'value': '$500K+'},
]},
{'type': 'CUSTOM', 'key': 'mca_positions', 'label': 'Current MCA Positions',
'options': [
{'value': '0 - No current positions'},
{'value': '1-2 positions'},
{'value': '3-5 positions'},
{'value': '5+ positions'},
]},
{'type': 'CUSTOM', 'key': 'time_in_business', 'label': 'Time in Business',
'options': [
{'value': 'Less than 6 months'},
{'value': '6-12 months'},
{'value': '1-2 years'},
{'value': '2-5 years'},
{'value': '5+ years'},
]},
{'type': 'BUSINESS_NAME'},
{'type': 'FULL_NAME'},
{'type': 'EMAIL'},
{'type': 'PHONE'},
],
'thank_you_page': {
'title': 'Thank You!',
'body': 'A SunBiz Funding capital specialist will contact you within 1 business hour to discuss your options.',
'button_text': 'Visit Our Website',
'url': 'https://sunbizfunding.com',
},
'form_type': 'HIGHER_INTENT', # Adds review step — critical for lead quality
})
Use "Higher Intent" form type — adds a review step where merchants confirm info before submitting. Fewer leads but significantly higher quality.
| Criteria | Points | Reasoning |
|---|---|---|
| Revenue $100K+/mo | +30 | Premium merchant, large deal |
| Revenue $50K-$100K/mo | +25 | Strong candidate |
| Revenue $25K-$50K/mo | +15 | Meets minimum ICP |
| Revenue $15K-$25K/mo | +5 | Borderline |
| Revenue <$15K/mo | -10 | Below minimum — likely disqualify |
| 2-5 MCA positions | +25 | Primary ICP — consolidation |
| 0-1 MCA positions | +20 | Secondary ICP — growth capital |
| 5+ MCA positions | +10 | Complex — possible death spiral |
| TIB 2+ years | +15 | Established |
| TIB 1-2 years | +10 | Meets minimum |
| TIB <1 year | 0 | Risky |
| Phone provided | +10 | Reachable |
| Day | Action | Channel |
|---|---|---|
| Day 0 | Instant confirmation + specialist call within 15 min (HOT) or 1 hour (WARM) | SMS + Phone |
| Day 1 | "Here's what we found" — educational email about consolidation | |
| Day 2 | Follow-up call if not connected | Phone |
| Day 3 | Case study email: "How we took a business from 4 positions to 1" | |
| Day 5 | "Still interested? Your options are waiting." | SMS |
| Day 7 | Final direct outreach | Phone + SMS |
| Day 14+ | Weekly nurture — educational content, industry insights |
?utm_source=meta
&utm_medium=paid
&utm_campaign=sunbiz_consolidation_q1
&utm_content=before_after_v1
&utm_term=overleveraged
| Metric | Formula | Target |
|---|---|---|
| CPL (Cost Per Lead) | Ad Spend / Leads | <$50 |
| CPQL (Cost Per Qualified Lead) | Ad Spend / Qualified Leads | <$100 |
| Lead-to-Qualification Rate | Qualified / Total Leads | >30% |
| Lead-to-Fund Rate | Funded / Total Leads | >5% |
| Speed-to-Contact | Time from submission to first call | <15 min (HOT) |
Meta Pixel:
Offline Conversions:
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