alexis.jeuffrain
All work

● Product · Acquisition

RemBoost

A paid-search funnel where no lead gets lost. A demo request flow synced live with Salesforce, so every lead from paid search lands in the CRM and gets followed up automatically.

Client
Remmedia
Role
Product designer and project lead
Deliverables
Landing page, three-step funnel, CRM automation
Tools
Salesforce Flow, Pardot, Calendly, Google Analytics
Years
2023
Status
Shipped
RemBoost landing page and three-step signup funnel

Context

Designed and led from the product side.

A Salesforce setup of this kind is usually built by specialists. Here it was designed and run from the product side: I was project lead as well as designer.

The decision that shapes everything else: the lead record is created as soon as the email is entered, at step one. Someone who leaves halfway is still a lead the team can work with.

The mechanism

One lead, followed from the ad to the demo.

  1. BeforeSearches, clicks an adA paid-search ad leads to the landing page.
    The systemAnalytics shows which keywords convert. The results steer the keywords bought next.Google AdsGoogle Analytics
  2. 01Work emailEnters a work email. Personal addresses are refused.
    The systemThe lead record is created here, at the first field.Salesforce Flow
    If they stop hereStill a lead. A campaign written for this step starts.Pardot
  3. 02DetailsPhone, company, first name.
    The systemThe record is completed.Salesforce
    If they stop hereA different campaign, written for this step.Pardot
  4. 03BookingPicks a slot for the demo.
    The systemThe meeting is booked.Calendly
    If they stop hereOne email, then three reminders to book.
  5. EndDemo booked
    The systemSales open a complete lead, with its score.SalesforcePardot score
The record exists from the first field, so a visitor who leaves halfway is still a lead, and gets the follow-up that matches where they stopped.

Result

×2conversion compared with organic search
~10qualified leads a day