Overview
Lead generation attracts prospective clients and gives them easy ways to contact or book with the business.
Fieldified supports lead generation through marketing tools, request and booking forms, online visibility, referrals, reviews, and integrations.
Building a lead-generation strategy
Evaluate two questions:
- How discoverable is the business?
- How memorable is it after someone sees it?
Then review:
- Whether every service is clearly described.
- The benefit that differentiates the business.
- Customer sentiment and areas for improvement.
- How leads and existing clients are engaged.
- Whether reviews and testimonials are easy to find.
- How much effort is required to request or book work.
Reduce friction by placing contact, request, and booking options across the website, search profiles, social channels, and advertising campaigns.
Fieldified tools
The marketing suite
Use Fieldified marketing tools to stay connected with current clients, reactivate older relationships, and turn satisfied clients into advocates.
Reviews
Request reviews after completed work or invoice payment. Monitor customer feedback and respond consistently.
Connect review requests to the service milestone that best represents a successful client experience.
Campaigns
Send one-off or automated marketing to segments such as:
- Past clients.
- Lost leads.
- Clients by service type.
- Clients by property area.
- Clients with selected tags.
Use clear offers and a direct request or booking action.
Referrals
Encourage clients to refer new prospects. Referral rewards can use a fixed credit or percentage discount toward future work.
Track the referring client and new lead so rewards and attribution remain accurate.
Website
Use the Fieldified website experience to:
- Explain services.
- Display reviews and proof of work.
- Improve search visibility.
- Add request and booking paths.
- Provide AI-assisted chat through the receptionist experience.
Visit Fieldified for the public website.
Requests and bookings
Place request and online-booking links:
- In website navigation.
- On service pages.
- In social profiles.
- In email signatures.
- In advertisements.
- On Google Business Profile.
Request forms can also be embedded into an external website.
External tools
Free options
Start with strong free and low-cost visibility before increasing advertising spend.
Google Business Profile
A verified Google Business Profile can display:
- Reviews.
- Website.
- Booking link.
- Phone number.
- Business hours.
- Photos.
- Service information.
Keep these details accurate and add the Fieldified booking or request link.
Facebook Business page
Use a business page to:
- Collect reviews.
- Answer inquiries.
- Publish photos and videos.
- Share promotions.
- Link to request and booking forms.
Google’s Local Services Ads
Local Services Ads can place the business in service-related searches and direct qualified prospects into the booking workflow.
Control bookable availability through online-booking settings.
Marketplace lead integrations
Home-service marketplaces can send qualified lead details into Fieldified requests.
Map:
- Client name and contact details.
- Property information.
- Requested service.
- Source.
- Notes.
- Preferred schedule.
Service marketplace profiles
Platforms that match homeowners with professionals can expand local visibility. Configure service categories, location, budget, and job preferences so incoming opportunities fit the business.
Automation integrations
Use workflow automation to connect lead sources without a direct integration.
Common automations:
- Create a Fieldified request from a form submission.
- Add a lead source and tags.
- Notify the sales team.
- Create a follow-up task.
- Add the lead to a marketing segment.
After lead capture, use Lead management to qualify and convert the opportunity.