69dynamics Dynamics
🎯 Direct Lead Acquisition Flowchart — 2025-26

Digital Services Direct Leads Flow

End-to-end process for acquiring digital service clients directly — from outbound prospecting and inbound capture through qualification, proposal, execution, payment, and long-term retention.

High-Level Direct Leads Flow

🎯 Prospecting
📥 Lead Capture
🔍 Qualify
📋 Proposal
🛠️ Execute
💰 Collect
🔄 Retain & Upsell
4
Service Verticals
8+
Lead Channels
24–48h
Response Time Target
₹15K–₹1L+
Project Value Range

📦 Service Offerings — What We Sell Directly

ServiceWhat the Client GetsStarting PriceDelivery
Landing PageSingle-page conversion-focused site, mobile-first, SEO basics₹15,0005–7 days
Business WebsiteMulti-page site (5–10 pages), contact forms, analytics, blog₹25,0007–10 days
E-Commerce / Web AppFull-stack store or custom SaaS app, payment gateway, admin panel₹60,00014–21 days
Digital MarketingGoogle Ads + Meta Ads management, SEO, content, monthly reports₹35,000/moOngoing
Branding & DesignLogo, brand identity, packaging, social media creatives, signboards₹5,0003–7 days
Quantum BundleFull website + CRM/ERP + hosting + SSL + domain + maintenance + support₹9,000/mo14–21 days

1 Prospecting & Outbound

Proactively identifying and reaching businesses that need digital services — not waiting for them to find us.

Identify Targets

Build a Prospect List

Identify local businesses, startups, and SMEs that lack a website, have an outdated online presence, or are not running digital ads. Sources: Google Maps, JustDial, IndiaMart, local business directories, LinkedIn, startup events, and personal network.

Google MapsJustDialIndiaMartLinkedInLocal Directories
Cold Outreach

WhatsApp / Call / Email / DM

Reach out with a concise value pitch: "I noticed your business doesn't have a website / your site could be improved / you're not visible on Google. We build websites starting at ₹25K with 7-day delivery." Personalize based on their business type. Keep it short — aim for a call or meeting.

WhatsAppPhone CallEmailInstagram DMLinkedIn InMail
Warm Outreach

Referrals, Network & Partner Channels

Tap into existing network — satisfied clients, friends, business groups, local associations, CA/chartered accountants, event organizers. Referral partners earn up to 5% commission per converted project via the Refer & Earn program.

Referral ProgramClient NetworkBusiness GroupsWhatsApp Groups
Social Selling

Instagram Portfolio & Case Studies

Post project showcases, before/after transformations, reels showing the build process, client testimonials, and results (e.g. "300% increase in leads for XYZ client"). Tag local businesses. Use stories for polls and engagement. Bio links to services page.

Instagram ReelsPortfolio PostsClient TestimonialsStories

2 Inbound Lead Capture

Channels where potential clients discover us and express interest directly.

Website Forms

Contact form, service inquiry, quote request, free audit form. Auto-captured in Firestore inquiries collection. Confirmation email sent instantly.

Google Ads (Search)

Search ads for "web development agency," "digital marketing company near me." Directed to dedicated landing pages (/lp/google). Budget: ₹500–1,000/day.

Meta Ads (FB + IG)

Lead gen instant forms + retargeting ads. Lookalike audiences of past clients. Directed to /lp/meta. Budget: ₹300–800/day.

WhatsApp Direct

Business WhatsApp linked on website, Google Business Profile, and Instagram bio. Instant conversation. Manually logged into inquiries.

Instagram DMs

Organic inquiries from portfolio posts, reels, and stories. Respond within 2 hours. Move to WhatsApp or call for detailed discussion.

SEO & Blog

Organic search traffic from blog posts, service pages, and Google Business Profile. Long-tail keyword strategy drives qualified local traffic.

Referral Partners

Registered partners on /refer-portal submit leads. Partner earns 2–5% commission per converted deal. Automatic tracking and notifications.

Chatbot & Site Engagement

On-site chatbot captures visitor intent. Configurator tool gathers requirements. Both auto-create leads in Firestore for follow-up.

Auto-Processing

AI Lead Scoring & Instant Response

Every lead is auto-scored (1–10) by Gemini AI based on service type, budget, urgency, and business size. Branded confirmation email sent instantly. High-scoring leads (≥ 7) trigger admin WhatsApp alert for immediate follow-up.

Cloud FunctionsGemini AILead ScoreEmail + WhatsApp Alert

3 Qualification & Discovery

First Contact

Respond Within 2–4 Hours

Call or WhatsApp the lead. Introduce yourself, acknowledge their enquiry, and ask 3 key questions: (1) What does your business do? (2) What digital problem are you trying to solve? (3) Do you have a timeline and budget in mind?

WhatsAppPhone CallCRM Notes

Decision: Is this a qualified lead?

✅ Qualified (Score ≥ 7)Has a real need, reasonable budget, and decision-making authority. Schedule a discovery call.
⏳ Not Ready / Low BudgetAdd to nurture sequence. Auto follow-up emails at 7, 14, 21 days. Re-engage when ready.
Discovery Call

15-Minute Deep Dive

Understand the full picture: business model, target audience, competitors, current digital presence (or lack of it), specific features needed, preferred style/references, and project timeline. Document everything for the proposal.

Google Meet / PhoneRequirement SheetCompetitor Analysis
Service Matching

Map Needs to the Right Package

Based on discovery: recommend the right service tier. A small shop needs a ₹25K business website. A growing startup might need the ₹60K Growth Suite. A business wanting online visibility needs the ₹35K/mo marketing package. Always match value to need — never oversell.

Service CatalogPricing MatrixNeeds Assessment

4 Proposal & Closing

Proposal

Send Custom Quotation

Create a tailored quotation in the admin panel. Include: selected services, feature breakdown, exact timeline, pricing with payment terms (typically 50% advance + 50% on delivery), and what's included (SSL, hosting, domain, support period).

Admin PanelQuotation BuilderWhatsApp / Email
Objection Handling

Address Concerns & Build Trust

Common objections: "Too expensive" → show ROI and competitor pricing. "I can get it cheaper" → explain quality, speed, and ongoing support. "I need to think about it" → offer a free mockup or demo. Share portfolio, testimonials, and case studies proactively.

PortfolioCase StudiesFree MockupTestimonials

Decision: Does the client accept?

✅ AcceptedCollect advance payment (50%). Create project in admin panel. Begin onboarding.
🔄 Negotiate / DeclineRevise scope or pricing. If declined, add to nurture pipeline for re-engagement in 30/60/90 days.
Payment

Collect Advance & Generate Invoice

Advance payment via UPI / bank transfer / Razorpay. Invoice auto-generated in the invoices collection. Client receives branded receipt email. Payment recorded in payments. Project activated in the pipeline.

UPIBank TransferRazorpayInvoice System

5 Onboarding & Execution

Onboarding

Collect Assets & Set Up Project

Send the client a checklist: logo, brand colors, content (text + images), domain access, social media logins (if marketing), and any references. Create project in projects with milestones. Assign to team on the task board.

Onboarding ChecklistProject ManagerMilestonesTask Board
Build Phase

Design → Develop → Review

Week 1: UI/UX design, mockups, architecture. Week 2–3: Build pages/features, integrate forms, set up hosting, optimize performance. Share mid-project preview via staging URL. Client reviews and gives feedback.

FigmaHTML/CSS/JSFirebaseStaging Preview

Decision: Client satisfied with the build?

✅ ApprovedProceed to launch. Collect remaining payment.
🔄 RevisionsDocument changes, implement, re-preview. Up to 2 revision rounds included.
For Marketing Clients

Campaign Setup & Launch

Set up Google Ads / Meta Ads accounts. Create ad creatives, landing pages, tracking pixels, conversion events. Define target audience, keywords, and budget allocation. Launch campaigns. First report in 7 days.

Google AdsMeta AdsGA4 AnalyticsPixel Setup

6 Launch & Delivery

Go Live

Deploy to Production

Deploy website to Firebase Hosting with custom domain, SSL certificate, and CDN. Run Lighthouse audit (target 90+ score). Verify all forms, analytics, and integrations work. Submit sitemap to Google Search Console.

Firebase HostingCustom DomainSSLLighthouseSearch Console
Handover

Training & Documentation

Walk the client through their new site/dashboard. Show them how to update content, check analytics, and use the admin panel (if applicable). Provide access credentials and a quick-start guide. Activate 30-day free support window.

Screen ShareQuick-Start GuideSupport Activation
Final Payment

Collect Balance & Close Project

Send final invoice for remaining balance. Once paid, mark project as completed in admin panel. Send client a thank-you message with a request for a Google review and testimonial. If referral partner was involved, process their commission.

Final InvoiceGoogle ReviewTestimonialReferral Payout

7 Retention, Upsell & Recurring Revenue

Post-Delivery

30-Day Free Support Window

Handle any bug fixes, minor tweaks, or questions within 30 days post-launch at no extra cost. Use this period to build trust and demonstrate ongoing value. Log all support interactions.

Support TicketsWhatsAppBug Tracking
Upsell

Identify Expansion Opportunities

After delivery, pitch additional services based on the client's trajectory: Website client → "Add Google Ads to drive traffic." Marketing client → "Your landing page needs a refresh." Small website → "Upgrade to Quantum Bundle for ₹9K/mo — includes everything." Always connect the upsell to a real business outcome.

Needs AnalysisQuantum PitchMarketing Audit

Decision: Is the client a recurring revenue candidate?

✅ Yes — Ongoing NeedsConvert to Quantum Bundle (₹9K/mo) or monthly marketing retainer (₹35K/mo). Portal access, monthly reports, priority support.
📌 One-Time ClientStay in touch quarterly. Add to newsletter. Re-engage for future projects when they grow.
Recurring

Monthly Retainer & Ongoing Management

For recurring clients: monthly maintenance, performance reports, content updates, ad optimization, and support tickets. Weekly digest emails via weeklyProgressDigest. Quarterly business reviews to align on goals. This is where long-term revenue compounds.

Monthly ReportsMaintenanceAd OptimizationQuarterly Review
Referral Loop

Turn Happy Clients into Lead Sources

Ask satisfied clients to refer businesses they know. Offer them the Refer & Earn program (2–5% commission). Post their success story as a case study (with permission). Happy clients are the #1 source of direct leads — close the loop.

Referral ProgramCase StudiesGoogle ReviewsTestimonials

Automation & Nurture Pipeline

What happens with leads that don't convert immediately — the automated system keeps them warm.

Day 0

Instant Confirmation Email

Branded email acknowledging their inquiry with service overview and next steps. Sets expectations for a follow-up call within 24 hours.

Day 3

First Follow-Up

If no response after initial contact: automated follow-up email with a value hook — "Here's what we built for a business similar to yours" (portfolio link). Also triggers admin reminder for a WhatsApp follow-up.

Day 7

Value Email — Case Study / Offer

Send a relevant case study or limited-time offer. E.g., "We helped [similar business] increase their online leads by 300%. Want similar results? Reply to this email."

Day 14

Final Nudge

"Just checking in — your project idea sounded exciting. We've kept a slot open for you this week." Creates urgency without being pushy. If still no response, mark as cold.

Day 21+

Long-Term Nurture

Add to bi-weekly newsletter. Occasionally send industry tips, portfolio updates, and seasonal offers. Re-engage when they interact with content (email opens, website visits).

automatedFollowUpsextendedNurtureNewsletter

📊 Key Metrics to Track

Acquisition

Cost Per Lead (CPL)

Total ad spend ÷ number of leads. Target: < ₹500 per qualified lead from Google/Meta Ads.

Conversion

Lead-to-Client Rate

Leads that become paying clients. Target: 15–25% for warm leads, 5–10% for cold outreach.

Revenue

Avg. Project Value

Average revenue per closed deal. Track separately for one-time vs. recurring clients.

Delivery

On-Time Delivery Rate

Projects delivered within committed timeline. Target: 90%+. Delays erode trust and referrals.

Retention

Monthly Recurring Revenue

Sum of all recurring retainers (Quantum Bundles + marketing retainers). This is the foundation of sustainable growth.

Referral

Referral-to-Client Rate

Referred leads that convert. Target: 30%+ (warm intro leads convert much higher). Track partner performance.