4 Strategies to Improve Lead Quality at the Time of Conversion


I've been writing a lot lately about conversion optimization tips, and how to improve the experience that compels prospects to share their contact information. But optimizing your conversions shouldn't only be about getting more leads, it should also be about getting better leads, and better information about the leads that are signing up. 

You have to be careful, however, as you don't want your desire for more information to get in the way of conversions. So how do you get better information about your leads? There's both art and science to it. In this article. I'll share 4 strategies to improve lead quality at the time of conversion.

Why Better Information is, Well, Better

Some salespeople will say, "Just give me the contacts, and I'll run with it." Salespeople certainly can 'run with it." Better salespeople ask for context and try to customize the sales experience as much as possible to each buyer. If you're using inbound marketing to get leads, wouldn't you want to know which content offer a lead had signed up for? That shows you what the prospect is interested in and gives you a jumping off point to start the sales call.

Beyond simple context, collecting more and better information lets you target follow-up marketing efforts, and customize your sales approach. According to this article from Marketing Insider Group, it's not only desirable, it's essential. B2B buyers expect a rapid and personalized response. These are just a few of the benefits of collecting more information about your leads:

  • Reduce post conversion research. Asking simple questions at the time of conversion such as, "What is your job role?" means that sales people will have to do less research before reaching out to leads. They can act more quickly and connect with leads.

  • Get information about your leads that isn't available through research. You can look up job role, but job roles aren't always descriptive. One company's communications director might be another company's digital marketing coordinator. When a prospect engages with, you can ask them real questions about their job challenges, and goals.

  • Focus your follow-up on what matters most to your leads. The more you know, the better you can follow up. On the marketing side, additional information can be used to select different workflows with more meaningful email sequences to nurture leads and move them down your funnel. Remember, inbound marketing and sales isn't about you. Visitors engage when what you're offering looks like it might help them solve their problems or embrace an opportunity.

  • Give your sales staff a better starting point. Sales staff can use additional information to design custom call dialogs that speak to lead's circumstances and gains and construct and solution offerings that address their needs.

  • Do a better job qualifying leads. Not everyone who signs up will be a good fit for your sales staff to pursue. It's a simple fact. They might not have budget. They might be too large, too small, too specialized, or something else. Qualifying good leads and disqualifying bad leads is important because it keeps your sales team focused on pursuing the right business for your organization.

To get more and better information about your leads at the time of conversion, try these strategies:

1: Ask Role, Task, and Challenge Questions In Forms.

This is a tricky issue. We recently created an infographic about optimizing forms for conversion, and one of the points we make is to not ask for too much in the form. But even a single question can help you formulate a more personalized follow up.


If your form is between 3 and 6 fields, consider adding a field to gather a little more information about your prospects (if your form is longer look at that infographic for some tips on how to shorten it up). Just ask one question such as:

  • Which option best describes your role in the organization? Give them a list to choose from. We love this question because it allows us to map people who are signing up to the buyer persona's we've created. It helps us refine our personas and tells us which personas are engaging more.

  • What's your biggest job related challenge right now? This is great information to have because it speaks directly to the prospect's challenges. This knowledge allows you to position your products and services to address that challenge.

  • What's one task you'd like your organization to do better? Give the prospect a list that maps to your solutions and services. This maps what you offer to the prospect's needs and gives you the perfect place to pick up the conversation down the funnel.

  • Which trend/technology would you like your organization to use or capitalize on? Again, let prospects choose from a list that maps what you offer. This allows you to position what your solutions and services as a way to realize opportunities prospects wish to pursue.

A word on lists versus reform responses. You'll notice that we encourage the use of lists in forms when asking for this information. We've found that we get actual answers that way. When presented with a list, people tend to choose the option that most closely matches the answer to the question being asked. We've also found that when given the option to enter free form responses, while we do get some good responses, we also get a lot of "asdfasdfasdf." As always, A/B test to try both, measure responses, and use what works best for you.

Want more leads and customers? Get an Inbound Growth Plan and have us build your personas and create a 12-month content plan to supercharge lead generation!

Ask a Question on a Thank You Page

Generally speaking, the fewer fields in your form, the more people are likely to fill it out. To optimize your forms, and improve conversion rate, you may wish to move those non-essential role, task, or challenge based questions to a Thank You page. You should be using Thank You pages to get more sign ups and move people down your funnel. At the point where a prospect has signed up, they are usually very willing to engage, use this time to collect more information. 

Ask those same types of role, task, and challenge questions put forward in strategy 1. Just ask one, and position it as an ask for help:

  • Tell us more about yourself:

  • Help us create more content you'd like to see:

These are a great lead-in to ask prospects about their role, job tasks, challenges, what they'd like to do better, or trends they'd like to capitalize on. 

Also, your thank you pages questions, don't need to be drop-down boxes as Harrys.com demonstrates:


Thank you pages are also a great place to ask for feedback. You can ask why prospects decided to sign up, to gain valuable information to optimize your conversion process. You can also ask customers what features they like the most about your products and services, or why they choose your organization over competitors. 

Great inbound marketing starts with great personas. To help build yours, download our ebook: The Essential Guide to Creating Buyer Personas.

Add a Survey to Your Thank You Page

A survey can be another great way to collect information. You can collect job, task, and challenge information, or feedback on your conversion process, solutions, or organization. Surveys are a little different. They are a whole new commitment for the prospect so they probably need to be incentivized through another content offer, a discount code, or something. 

Keep the survey short, and tell that to your prospects, so they aren't intimidated:

"Take our 2 minute, 4 question survey and get download our super great content offer."

Three or four pieces of information is a lot to get from someone. Surveys are great because you're getting it all at once. Survey tools like Survey Monkey, and others can be embedded into Thank You pages like other website pages. 

Use Progressive Profiling Forms

Some marketing tools and landing page software, like Hubspot, allows you to progressively profile your leads as they return to your site and sign up for more content offers. This is great because it allows you to capture new and different information about your leads, the more they engage with your content. 

This works by tracking the information a contact has already provided, and substituting new questions in forms, for questions the contacts have already answered. So as contacts continue to engage with you, and move down your funnel, you learn more about them. 

Give Your Teams Better Information, You'll Get Better Results

These four strategies are great ways to get just a little more information about your contacts, but that information can be invaluable. It will let your marketing team send emails on topics that are important to your leads, and allow your sales staff to start conversations by speaking to your prospects needs and challenges. All of this makes your marketing and sales staff better able to customize and personalize communications, offers, and value propositions.