LATTICE Management / Website Lead Capture
Give website inquiries a connected next step.
Make the path from website visitor to contact record, response and assigned follow-up clear.
Website Lead Capture
Example demo- 01Submit the request
The website form captures contact details and the roof inspection request.
- 02Keep the context
The contact record includes the requested service and originating page.
- 03Confirm receipt
The homeowner receives an acknowledgment with the expected next step.
- 04Route the inquiry
The estimator receives the request and a follow-up task.
The business problem
Where the process breaks.
A website can receive inquiries without moving them into a usable sales process. Form emails get buried, source information is lost and the customer may not know whether their request arrived.
How LATTICE Management solves it
A connected next step.
LATTICE Management connects website forms, booking and chat to contact records and relevant follow-up. Forms collect the information needed to route the request, acknowledgments explain what happens next and your team receives the inquiry with its page or service context.
An illustrative workflow, not a client result
What it looks like in practice.
A homeowner requests a roof inspection from a roofing website. The request includes the service interest, creates a contact record and goes to the estimator responsible for new inspections.
- 01
Submit the request
The website form captures contact details and the roof inspection request.
- 02
Keep the context
The contact record includes the requested service and originating page.
- 03
Confirm receipt
The homeowner receives an acknowledgment with the expected next step.
- 04
Route the inquiry
The estimator receives the request and a follow-up task.
Capture only information you need, explain how it will be used and keep marketing consent separate where required. Clear forms do not guarantee conversions.
The features behind the workflow.
- Connected forms and website chat
- Contact capture
- Service and source context
- Inquiry routing and notifications
Industries that benefit.
The workflow is adapted to each business, not installed as a one-size-fits-all process.
Start with your process
What would this look like in your business?
Tell us what happens today and where it gets difficult. We will help you scope the connections, responsibilities and next steps.