Cracking Client Acquisition: My Playbook for Online Potential Leads

🛑 Problem Statement

• Sulekha was generating online potential leads (OPL), but onboarding into paying clients was low and inconsistent.
• Leads often dropped off before completing their profile or experiencing ROI.
• Sales focused mostly on fresh leads, leaving many potential clients untapped.

✅ Solution

• Built a structured OPL workflow covering lead capture, qualification, onboarding, engagement, and activation.
• Designed W4 profile pages to quickly establish credibility.
• Introduced engagement nudges (WhatsApp, push, email) to reduce drop-offs.
• Created hub pages for client visibility and discovery.
• Ensured faster time-to-first ROI by routing verified leads quickly.

📈 Impact / Yield

• Generated ~700 leads per city per month across 10 cities = ~7,000 OPLs monthly.
• Improved conversion from lead to onboarded client significantly by reducing drop-offs during onboarding.
• Delivered higher client acquisition and set the foundation for better retention & renewals.

Built an OPL workflow that generated 7,000+ monthly leads across 10 cities, reduced onboarding drop-offs, and accelerated client acquisition with faster ROI.