MANAGE
Keep the work organized.
GPE maps form fields, consent and privacy requirements, approved CRM destination, duplicate handling, owner assignment and error response.
Services / Website + CRM Lead Capture
GPE Website + CRM Lead Capture
Connect approved website lead forms to a client-authorized CRM with deduplication, failure alerts and end-to-end tests.
$999One-time approved checkout
WHAT WE DO
Built around the work, not the buzzwords.
Create a traceable path from a prospect submitting a website form to an authorized CRM record and responsible business owner. The system is scoped to the client’s forms, privacy expectations, chosen CRM and permitted integrations.
Best fit: Businesses losing track of leads or needing reliable website-to-CRM routing.
EVERYTHING INCLUDED IN WEBSITE + CRM LEAD CAPTURE
CRM Lead Capture with clear deliverables.
Connect lead capture to the permitted CRM with permission gates and tested routing.
HOW GPE WORKS THE ENGAGEMENT
Manage. Build. Deliver.
One service, three operating responsibilities. GPE keeps the strategy, production, and finished output connected from beginning to end.
BUILD
Create the system or asset.
After approval, specialists can implement lead forms, CRM routing, duplicate suppression, and safe alerting with staged test data.
DELIVER
Finish with usable output.
The approved lead capture and routing configuration, tested failure/duplicate cases, and handoff notes.
WHAT THIS SERVICE SUPPORTS
Built to strengthen the way the business operates.
These are the business improvements this engagement is designed to support. They are operating objectives, not guaranteed outcomes.
Fewer missed website inquiries
Consistent lead handoff
Duplicate lead control
Failure visibility and QA
WORKING RELATIONSHIP
How your engagement moves forward.
You give us the business context.
We collect the information needed to understand the purchased scope, goals, current environment, and relevant constraints before substantive work begins.
GPE manages the operating path.
The work moves through the appropriate research, specialist production, system-building, or creative workflow with defined controls and handoffs.
Work is checked before eligible delivery.
Applicable deliverables move through independent QA, visual QA when required, and scope checks before they are packaged for the client.
Support does not disappear at delivery.
Eligible revisions, client questions, customer success, renewal, or expansion are routed through the correct post-delivery workflow instead of being handled informally.
What the engagement includes.
Defined scope. No invented extras.
- 01
Lead-form and CRM requirements
- 02
Form field and consent mapping
- 03
Approved CRM routing design
- 04
Deduplication and failure alert plan
- 05
Staged end-to-end test results and handoff
How the work moves.
- 1Request service
- 2Choose forms and CRM destination
- 3Approve data and access boundaries
- 4Configure and test
- 5Verify duplicate/error handling
- 6Client approval and handoff
OPERATING BOUNDARIES
What GPE does not pretend.
- No live CRM integration or customer-data export without authorization
- Consent wording and privacy policies require client review
- No paid connectors, outreach campaigns or new software purchases included
Before you begin.
Does GPE guarantee results?
No. GPE provides systems, analysis, strategy, creative work, and implementation support. Outcomes also depend on execution, market conditions, data quality, and third-party platforms.
Is the work AI generated?
GPE uses specialized AI agents, automation, research tools, and human control. Service work is scoped, quality checked, and delivered through defined operating controls.
When does work begin?
Paid work begins only after Stripe confirms payment and the required onboarding information is complete.
Can I change the scope after purchase?
In-scope revisions may be handled through the defined revision workflow. New deliverables, channels, systems, or material scope changes require separate approval or purchase.
GPE Website + CRM Lead Capture