AI voice agents for lead follow-up and improving response time are catching on fast and I think there’s a HUGE opportunity here. But after building one myself (more on that later), I’m more convinced than ever that qualification and verification at the point of capture are going to become even more important. A few risks/edge cases I ran into while building my AI agent (and worth keeping in mind if you're doing this... or planning to) 1) Calling, booking appointments, or handing off leads that were never qualified Yes, the AI agent can qualify someone during the call. But now you’re wasting call minutes, tokens, compute, etc. on leads that could have been disqualified before the call ever happened. Better solution: qualify and route bad leads out at the point of capture so the agent only spends time on leads worth contacting. 2) Calling bad or unverified phone numbers This is probably the biggest issue I’m seeing. Someone submits a form with a bad number → the AI agent immediately starts calling it → now you’re potentially burning numbers and creating all kinds of downstream problems. If you’re automating outbound follow-up, verifying that a phone number is real and contactable before it reaches the agent becomes incredibly important. 3) TCPA/compliance gets more complicated In the US, there are rules around when and how leads can be contacted. If an AI agent is automatically making follow-up attempts, you need hard rules around things like: Lead location/time zone When calls are allowed Frequency of follow-up attempts Consent/opt-in data TrustedForm certificates and other compliance data Automation makes follow-up easier, but it also makes it easier to automate mistakes at scale. The experience of using AI agents to handle inbound calls and follow-up is honestly mind-blowing, and I’m really excited to unleash some of what we’ve been building when it's ready. But there are so many edge cases, pitfalls, and downstream consequences to think through.

This might be one of my biggest marketing mistakes yet, and I want to share it because there’s an important lesson in it. For a long time, most of our traffic came inbound through SEO. We were getting 10's of thousands of organic clicks, and I also had an understanding of exactly which pages were driving qualified leads and which were simply generating traffic. Then, a little over a year ago, I noticed a major shift in the search results. AI Overviews were taking traffic away from top-of-funnel content, and within a few months, our organic traffic dropped by roughly 30%. I didn’t pay much attention to it. I told myself that a lot of our content wasn’t very good anyway. Some of it attracted the wrong audience, and SEO was changing, so I needed to focus on other acquisition channels. There was some truth to that story. But because part of it was true, I stopped questioning the rest of it. Fast-forward a year, and our organic traffic had fallen by around 70%. I was busy, so I still didn’t take the time to properly investigate it. I continued believing the same story: AI was taking the traffic. The content wasn’t great. SEO was becoming less valuable. It was time to move on. I finally decided to dig into the data because, despite the decline, we were starting to gain more visibility inside LLMs, and traditional search was still capable of creating value. What I found was difficult to admit. Yes, AI changed the search landscape. But I had also made some major technical SEO mistakes over the past year, particularly during our website migration away from WordPress. Had I caught and corrected those mistakes earlier, our organic traffic probably wouldn’t have taken nearly as large of a hit. The good news is that I’ve identified the problems and started working through plan to fix them. But the honest truth is that I screwed up. I created a story in my head, found enough evidence to support it, and then kept believing it... even while the data was trying to tell me something different.

The contact-information step is often where lead forms and funnels experience their biggest drop-off. Why? Because the moment someone is asked to enter their personal information, anxiety and uncertainty increase, especially when they don’t fully know or trust the company yet. In this video, I’ll show you a simple test you can run today to reduce that anxiety and potentially increase your conversion rate. Using LeadCapture’s AI CoPilot, I’ll demonstrate how to: • Add trust-building copy near your submit button • Explain exactly what happens after someone submits • Highlight benefits without adding unnecessary friction • Avoid privacy language that could accidentally create more anxiety • Launch an A/B test to measure the actual impact You don’t always need more traffic to generate more leads. Sometimes, a small improvement at the highest-friction point in your funnel can produce a meaningful lift. Run the test, review the data, and keep iterating. If it wins, you’ll generate more leads from the traffic you already have.

I think we're onto something big here, and just want to share a view into what's coming next week. One of the biggest gaps that I think Next Gen has is the fact that you can't really create pages beyond just the main funnel page/quiz form. To create a thank you page you have to clone the current funnel, hide the form, etc. It's a workaround, but I've always felt there could be a better way. And in my head the solutin has always been to created 'nested pages' within the funnel. Like sub pages. So we set out to solve that a few days ago, incorporate an idea that I have for 'Sub Funnel Pages' - think of them as Child Pages of the main Parent Funnel. How it works, starting possibly next week: - Go into your main funnel and create a 'sub page' - Either clone it from your existing funnel or create a blank 'thank you page', 'lead upsell page', 'lead dq monetization page', or any other page you can think of. - Go into the main quiz and set you're redirects to these pages - this is where things can get pretty crazy. You can set conditional redirects to custom thank you pages and sub pages based on responses. Some use cases 1) Increase pick-up rates. Build a custom thank you page with your buyer's branding and a click-to-call button so the lead connects before they go cold. Pair this with a response back from a lead distribution tool and you can create very personalized than you pages 2) Monetize disqualified leads. Drop an offer wall with affiliate links so the leads you can't sell still generate revenue instead of hitting a dead end. 3) Chain funnels together. Route a lead from one funnel into another to capture for a second offer. One visitor, multiple monetization paths. 4) Monetize qualified leads further. Present relevant offers to qualified leads post-submission while they're still engaged and in a "yes" mindset. This opens up the door having a full lead gen site built on LeadCapture and I think it's a core missing piece to rounding out how funnels are built in the platform.

Quick preview before I wrap up for the day... Cancel your hotjar and session recording subscriptions!! We're getting close to launching session recording inside of LeadCapture. This will be game changing for CRO audits and compliance and will be included in all plans. We'll probably wrap the session recording URL into our LeadProof feature as well. Expected ETA for this is next