When generating leads from your Wordpress site, you will have a better chance of closing more leads and making more sales if you understand your potential customer better.

Extra information can help you qualify each lead but that means you need to display more fields to the person, and they need to fill in those fields.

Nobody likes filling in long forms and you can be sure that you will lose a chunk of your potential leads as soon as they set eyes on a longish form like the one below.

One solution is to collect the information using a multi-step taskflow.

In a multi-step taskflow you break up the information you want to collect into a flow of short forms. Each form consists of up to 5 fields and you start by asking the most important information first - such as name and email address.

An initial form with only 2 fields will absolutely get more submissions than our long example above.

When completed the person is shown the next short form asking for their company name, contact number, position at work and what they are interested in.

The second form is a good time to let the person know how many steps are left to complete, e.g. “step 2 of 3” or “1/3 complete” or “you’re almost halfway”. They should not feel like it’s a never-ending form-abyss…

If the person bails out at this point all is not lost since they’ve already submitted their name and email. You can follow up a day later to prompt them to complete the qualifying process or you can start the sales conversation - albeit without having the extra information.

Benefit #1

Shorter forms = higher submission rates

For those leads who complete the taskflow you’ll have the necessary information at your disposal to know up-front if they fit your target customer profile.

Personalized information collection

A major spin-off when using taskflows for lead generation is that you can personalize which form is displayed next based on information provided by the person in earlier forms. Each form could be tailored for a specific customer segment.

As example you can add conditions to forms based on the person’s age, gender, income, city/country they live in, language they speak at home, their position at work or products they’re interested in.

By using conditions you are increasing the possibility of capturing all the necessary information by asking just the right questions and no more.

Benefit #2

Personalized forms & fields result in higher quality leads

At the end of your taskflow, you can take it one step further and automate your lead qualification process.

By setting additional conditions you can let your taskflow automatically “decide” and advise you on what to do next, for example:

  • “have one of our sales executives phone this person immediately” (hot),
  • “pass them along to the new guy” (maybe) or
  • “email them our catalog anyway” (cold).
Benefit #3

Conditions in taskflows help you prioritize what to focus on next

How does this tie into your Wordpress website?

You can embed the Taskflow you’ve designed in Kotive directly into your Wordpress site - on any page or post - by using the Kotive Taskflow Shortcode plugin. We explain step-by-step how to embed your Taskflows in Wordpress.

Bonus: Free Lead Generation Taskflow template

We’ve designed a template Lead Generation Taskflow that you can install, use as a great starting point, modify and run on your Wordpress site. It’s easy and can be fully up-and-running within the next 5 minutes!

First, clone the template:


Lead generation for sales
A multi-step taskflow for gathering quality information, profiling your customers and assigning appropriate sales people.

Learn more in our step-by-step guide →

Then follow the 2 step guide to install and activate your Taskflow in Wordpress.


Not yet convinced? Want to try it out before installing the taskflow?