Accelerate your lead qualification rate with the OnceHub Dashboard

The OnceHub Dashboard is designed to help you accelerate your lead capture rate.

You don't need to do anything special to get started. Just use booking pages, chatbots, or forms to qualify leads and the dashboard data will refresh every few minutes.

Understanding your leads' contact status

Your current contact status of captured leads show the qualification status of leads who were captured during the selected date range. For each type of status, the graph indicates the number and what percentage that number is of the leads captured. 

Example of qualified leads' status

• Your booking pages, chatbots, or forms captured 26 leads.
• You qualified 5 of these as marketing qualified.
• Your marketing lead qualification rate was 5 ÷ 26 = 19.2%.

Example of disqualified leads' status

• Your booking pages, chatbots, or forms captured 26 leads.
• You disqualified 1 of these leads.
• Your disqualification rate was 1 ÷ 26 = 3.92%.

Let's look at a few ways you could improve your lead qualification rate.

1. Optimize your chatbots and forms for lead qualification

Website visitors are more likely to complete your chatbots and forms if they're optimized for lead qualification. You need to ask smart qualification questions.

• Keep your qualification questions short and sweet. You're not running a marketing survey or trying to capture every last bit of information about the visitor. You're just trying to find out if they're a good fit for your business and whether you should connect them with your team.
• Use quantitative questions to find out their potential value. For example, ask them about their finances or team size to see if they're a high-value lead.
• Use qualitative questions to find out their level of intent. For example, ask them if they're ready to get started right away to see if they're a high-priority lead.
• Make sure your chatbots and forms use conditional routing to personalize the qualification questions. You can also route high-value leads to your best salespeople for VIP treatment.

2. Experiment with different chatbots and forms for lead qualification

The best way to optimize your lead qualification is to experiment with different chatbots and forms. It's simple to do and the dashboard filters make it easy to compare results.

• Create a standalone bot instead of a landing page for your next marketing campaign. They're easy to build and you use conditional routing to customize the qualification questions.
• Build a pop up bot for your pricing or product pages. You can add a call-to-action button at the exact point in the page when the visitor is most likely to interact with a qualification bot.
• Create a targeted bot for visitors who've been to your site more than 5 times. They're clearly interested in your products or services so you might want to use a different set of qualification questions.
• Use an embedded form for your contact pages. You can use conditional routing to personalize the experience and only ask relevant qualification questions.

3. Use targeted chatbots to personalize your lead qualification

Website visitors are more likely to interact with your chatbots if they're targeted at the right audiences. You can also use audience targeting to customize your lead qualification questions.

• Create targeted bots for first time visitors and returning visitors. For example, you can use different qualification questions for visitors from different countries.
• Build targeted bots for groups of website pages. For example, visitors on your pricing pages have a high level of intent and are more likely to respond to direct qualification questions.
• Create targeted bots for paid marketing campaigns. For example, you can create a bot with qualification questions that are customized for the campaign audience or messaging.
• Use targeted bots for account-based marketing. If you already collected information about someone on a previous visit, you can use it to target them with a personalized qualification bot.

How do I get started with the OnceHub Dashboard?

You don't need to do anything special to get started. Just use booking pages, chatbots, or forms to capture, qualify, and engage with leads, and the dashboard data will refresh every few minutes.

If you'd like to learn even more about the OnceHub Dashboard, you can check out our Help Center articles or contact our friendly Customer Success team.

And remember, research shows that 78% of customers buy from the company that responds first¹. So don't keep your leads waiting!

¹ Source: LeadConnect