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SOP: Creating an Optimized Survey Form with LocatorIQ
Objective
To create an optimized survey form using LocatorIQ that includes stacked basic contact info questions and the integration of a Virtual Sales Letter (VSL) to improve lead conversion and streamline the booking process.
Key Steps
1. *Setting Up the Survey Form:*
Stack the basic contact info questions (name, email, phone number) for autofill convenience.
Ask one question at a time for non-basic info to improve engagement.
2. *Adding the VSL:*
Include a 2-minute VSL in the survey form to provide more information and increase lead understanding.
Utilize the VSL to reduce the need for repetitive explanations during phone calls.
3. *Customizing the Survey Form:*
Tailor the survey form to match brand colors for consistency.
Ensure the survey form is easy to navigate and visually appealing.
4. *Redirecting to Calendar:*
After completing the survey, redirect users to the integrated calendar in LocatorIQ for scheduling.
Autofill the calendar details based on the survey responses for seamless booking.
5. *Advanced Settings:*
Use the disqualify option for respondents who provide poor or irrelevant answers.
Set up automation to refer disqualified leads to appropriate colleagues or services.
Cautionary Notes
Ensure all questions in the survey form are clear and concise to avoid confusion.
Test the survey form thoroughly before launching to identify any technical issues or errors.
Tips for Efficiency
Utilize the stacked question format for basic contact info to enhance autofill capabilities.
Incorporate engaging visuals and brand colors to make the survey form more appealing.
Regularly review and update the survey form based on user feedback and performance metrics for continuous improvement.
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