A Customer Acquisition System Built Around Financing, Follow-Up, and Sales.
This system is designed to help bring in more qualified furniture customers before they ever walk into the store, then track each customer from lead to financing approval to sale.
This project is not just a traditional website build. The goal is to create a customer acquisition system that connects ads, landing pages, CRM automation, salesperson follow-up, and tracking into one clear process.
Three ways to build the system depending on how fast we want to launch and how advanced we want the tracking and automation to be.
The simplest version to get live quickly and start generating leads.
Best for: Launching quickly, testing the offer, and starting to collect leads.
The recommended option for building a true customer acquisition system.
Includes everything in Option 1, plus:
Best for: Tracking financing starts, approvals, store visits, and sales.
The more complete long-term version for scaling into multiple campaigns and promotions.
Includes everything in Option 2, plus:
Best for: Scaling into multiple offers, departments, and campaigns over time.
Ad spend is separate from setup and management fees. Full details on the strategy, platform, and system components are below.
The goal is to help the store generate more qualified customers, especially customers who are interested in financing and payment options. Instead of relying only on walk-in traffic or basic website visits, the system captures customers online, moves them through a structured process, and gives the sales team a faster way to follow up.
Customers land on a dedicated financing-focused page and submit their information before visiting the store.
Salespeople are notified immediately when a lead comes in, and customers receive automated text and email follow-up.
The system tracks the journey from ad click to lead, financing started, approval, store visit, and sale.
The value of this system is not just generating leads. The value is knowing which leads turned into approvals, visits, and actual revenue.
For the CRM and automation side, I recommend using LeadConnector. LeadConnector allows us to capture leads, store every customer inside a CRM pipeline, notify the sales team, send automated text and email follow-up, track lead sources, and monitor where each customer is in the buying process.
The store will be able to see every lead in one place, understand where each customer stands, and follow up quickly. This creates a more organized sales process and makes it easier to see which advertising sources are producing real opportunities.
A dedicated page built around financing, payments, delivery options, and getting approved.
A simple form designed to collect the information needed for the sales team to follow up.
A clear pipeline for tracking each customer from new lead to sale.
Immediate notifications when a new lead comes in.
Automatic follow-up messages after the customer submits their information.
Tracking setup for Meta ads and website conversions.
UTM and source tracking to see which campaigns generate leads.
CRM fields to track financing started, approved, not approved, and financing company used.
A clear view of leads, approvals, store visits, sales, and campaign performance.
Full Financing Funnel + CRM System
My recommendation is Option 2: Full Financing Funnel + CRM System.
Option 1 is enough to launch quickly, but Option 2 gives us the stronger foundation to track what actually matters: financing starts, approvals, store visits, sales, best-performing ad sources, and best-performing offers.
The main goal is not just to generate more leads. The goal is to generate more qualified customers, help the sales team follow up quickly, and clearly see which advertising sources are turning into real revenue.
The system can be built in a way that allows future campaigns to be launched without starting over. Once the foundation is created, we can build separate campaigns and landing pages for specific offers.
Choose the launch option that best fits the current goal and budget.
Collect brand assets, financing information, offers, salesperson contacts, tracking access, and ad account access.
Build the landing page, LeadConnector CRM pipeline, automations, tracking, and ad campaigns.
The next step is choosing the launch option and gathering the information needed to build the system.
Start With Recommended Option