Why a lead generation checklist matters at launch
A website without lead capture mechanisms is a digital brochure it shows information but does not convert visitors into contacts. A new website that launches with these 15 items in place begins generating qualified leads from day one, rather than waiting months to retrofit the lead generation infrastructure.
The 15-item lead generation checklist
Section 1: Capture mechanisms (implement before launch)
- [ ] WhatsApp chat button on every page floating, bottom-right, mobile-optimised, linking to your WhatsApp Business API number with a pre-filled greeting
- [ ] Contact form on the Contact page and key service pages 3 5 fields: name, phone number, service interest, one qualifying question. Clear submit CTA.
- [ ] Phone number visible in the header clickable on mobile (tel: link)
- [ ] CTA above the fold on the homepage "Book a Free Consultation" or "Get a Free Audit" with a clear button linking to form or WhatsApp
Section 2: Landing pages (build alongside launch)
- [ ] One landing page per primary service not a multi-service page, a single-service page with benefit-focused copy, a case study or testimonial, and one CTA
- [ ] One landing page per primary ad campaign if running Google Ads, each ad group should have a matched landing page with copy that reflects the ad's promise
Section 3: Lead magnets (build within 30 days)
- [ ] One lead magnet for your primary audience a checklist, guide, calculator, or free audit offer that provides genuine value in exchange for contact information
- [ ] A thank-you page after lead magnet download confirms the download, sets expectations for follow-up, includes a secondary CTA ("Want a personalised review?")
Section 4: Qualification and automation
- [ ] WhatsApp chatbot with 3 5 qualification questions covering service needed, budget range, timeline. Configured via your BSP (Interakt, Wati, or similar)
- [ ] Automated first response within 5 minutes of any form submission or WhatsApp message even if the human follow-up comes later
- [ ] CRM connected to all capture mechanisms every form submission and chatbot conversation creates a CRM contact automatically with source attribution
Section 5: Tracking and attribution
- [ ] Google Analytics 4 installed tracking page views, form submissions (as conversions), WhatsApp button clicks (as events)
- [ ] Google Tag Manager installed for conversion tracking on Google Ads and Meta Ads
- [ ] UTM parameters on all ad links so every paid lead carries campaign, source, and medium data into the CRM
- [ ] Phone call tracking set up Exotel, Knowlarity, or similar virtual number that logs calls and attributes them to source
Section 6: Post-launch validation (Week 1)
- [ ] Test every capture mechanism personally fill the form, send a WhatsApp message, call the number. Confirm all three create CRM contacts with correct source attribution
- [ ] Confirm automated first response fires within 5 minutes test at 10 PM on a Sunday to verify after-hours automation is working
- [ ] Review first week's data how many visitors? How many leads captured? From which sources? Any capture mechanism with zero leads needs investigation
Frequently asked questions
Sections 1 3 (capture mechanisms, landing pages, lead magnets): yes, with a website builder like WordPress and a WhatsApp BSP. Section 4 5 (automation, tracking): benefits from a developer or a technical agency for CRM connections and tag setup.
The WhatsApp chat button on every page. For most Mumbai businesses, this single addition captures more leads than the contact form because Indian customers are more comfortable messaging on WhatsApp than filling forms.
For a new site with professional help: 1 2 weeks alongside site development. Retroactively for an existing site: 2 3 weeks working through sections sequentially.