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Welcome to our New Community: Start Here
I'm excited to migrate our community from Slack over to this new platform to create something way more valuable, organized, and long-term. Skool gives us the best of both worlds: a clean, community-first experience and a learning hub where we can actually share the strategies, playbooks, and product updates that matter. Here's what this space is for: - General questions, ideas, and discussions - Sharing wins or challenges in your lead gen journey - Asking for feedback or pointing out cool use cases - Seeing the latest updates and roadmap - Casual convos you’d normally drop in Slack Why we moved off Slack: Slack was okay, but it became a clunky mix of support and scattered chats. It was hard to manage, easy to miss stuff, and didn't support sharing deeper insights or structured training. Skool solves that. Now we can: - DM each other directly inside the platform - Engage across channels like Lead Gen Strategy, Features & Roadmap, AI in Lead Gen, and more - Access our Classroom, where we’ll drop mini-courses, blueprints, and upcoming masterclasses - See everything happening in one easy feed (no more bouncing between channels like Slack) Slack will still be up for now, but the goal is to gradually move everything here. If you’re in Slack, feel free to message me there, but let’s start using this space as home base. What to check out next: - 👋 Head to the Introduce Yourself section - 📘 Take the LeadCapture 101 mini-course (coming soon) - 🔧 Drop your feature ideas or product feedback - 📅 Keep an eye on the calendar for upcoming events and trainings
Copilot V2 is Live - Big updates and more comings soon
Building an AI copilot into LeadCapture that can actually make changes, have full awareness, understand data, etc, has been a very big challenge and learning curve. We've seen mixed results with its performance at times and today we made a big step to change that. We just shipped the latest update of our AI Copilot. Here's what's new: - It knows LeadCapture much better. Every feature is registered with Copilot, including where to find it, so you should see far fewer incorrect or outdated answers. This was the biggest gap to date. - Saved conversation threads. Keep separate conversations for different projects, builds, questions, or investigations without constantly starting over. This is a good way to manage context and streams with AI, so it doesn't go off course. - Questions stay questions. Asking “Can I do X?” now gives you an answer instead of making changes to your funnel. - Better recovery from changes. Copilot understands that edits can be restored through version history and can guide you there when needed. Also, here's a quick crash course walking through how to use AI Copilot to build, edit, and analyze a lead capture page, along with some thoughts about what exactly we're trying to achieve with this feature. Next week I'm dropping the following updates: 1) July - August updates 2) Agency accounts, workspaces, and cobranding Stay tuned!
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Quick note
Getting ready to drop a feature update, but have been super busy. So in the meantime, dropping in to say: The amount of value we’re shipping with LeadCapture right now is borderline ridiculous. I don't see anyone in this space shipping as fast and frequently as us. And what we’re about to drop between now and the end of the year? It's only going to get better. For those of you already using LeadCapture and watching us ship at this pace... I’ve got two words... Strap. In.
Using AI agents to call leads after submission? Here are a few things to keep in mind
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.
Try This Stupidly Simple Test Idea That Could Increase Your Conversion Rate
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.
Try This Stupidly Simple Test Idea That Could Increase Your Conversion Rate
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