Workflow demonstration
Consented lead to controlled follow-up
From a visitor using a free tool to a controlled follow-up: result on screen first, the report only on request, and marketing only with separate consent.
05steps, in order
The run, step by step
- Standing
- Designed
- Accepts
- The visitor’s own inputs and email
- Produces
- The report or templateA consent record with time and wording
The steps, and what each produces.
Designed to our lead-capture specification. Sending is not connected in this preview.
- 01
Free result on screen
Every tool shows its result on screen, free.
- 02
Report on request
The full report by email, with an optional organisation and nothing else.
- 03
Separate consent
One unticked box for the digest; reset if the email changes.
- 04
Deliver
The requested report goes to everyone who asked.
- 05
Follow up, only with consent
A short series over two weeks, only for people who ticked the box.
Inputs, outputs and safeguards
Accepts
- The visitor’s own inputs and email
Produces
- The report or template
- A consent record with time and wording
Fails safely
- No consent, no marketing: only what was asked for is sent.
- Unsubscribes are honoured immediately.
Where a person decidesEvery follow-up is written and approved by a principal; replies go to a person.
Run parts of it yourself.
These free tools are the working steps of this workflow.
What needs to move forward?
Tell us the decision, the challenge or the opportunity. We reply with a scoped approach, a named principal and a fee before any work begins.
No charge to submit an enquiry.