Abstract Learning Playbooks

AI lead generation

Capture demand with SEO/GEO, QR and lead routing to CRM.

Direct answer

Use this playbook when the company needs to turn search, content and physical or digital touchpoints into organized CRM leads.

MarketingBusiness
Lead Generation FunnelFunnel rastreado

Funnel OS

lead qualificado

Marketing

Captura

Business

1

Auditoria

titulo, schema e resposta IA

2

Oferta

checklist baixavel

3

UTM

origem preservada

Lead Generation FunnelFunnel rastreado

Funnel OS

SEO/GEO, lead magnet, tracking e CRM em um fluxo unico

lead qualificado

Marketing

SEO + GEO

Captura

Lead magnet

Business

CRM + tarefa

Landing + oferta

formulario envia lead com UTM para o CRM

Pagina /servicos

score SEO 84 -> 96

+12

Checklist capturado

formulario conectado

184

Pipeline entrada

follow-up hoje 15h

32
1

Auditoria

titulo, schema e resposta IA

2

Oferta

checklist baixavel

3

UTM

origem preservada

4

Lead

criado no CRM

trigger: lead_magnet_downloaded

next: criar tarefa comercial

owner: Business Studio

Busca

96/100

Conversao

18.4%

CRM

32 leads

The animated mockup shows the ideal sequence: audit the page, prepare AI-ready answers, create a trackable touchpoint and organize follow-up.

Playbook outcome

A campaign with optimized page, digital offer, trackable source and leads organized for follow-up.

Execution route

1

Audit the page

2

Create lead magnet

3

Track links and UTMs

4

Send leads to CRM

Application checklist

  • Define a clear offer for the visitor
  • Audit SEO, content and frequently asked questions on the page
  • Create a trackable QR or link for campaigns and materials
  • Register leads with source and next action in the CRM

Metrics to track

  • Organic impressions and clicks for the page
  • Conversion rate of the trackable QR or link
  • Qualified lead volume by source
  • Average time until the first sales follow-up

Does this playbook work for paid traffic?

Yes. The same logic works for paid campaigns as long as each channel has a trackable source and consistent landing page.

Do I need a CRM before starting?

Ideally, configure at least simple stages in Business Studio so captured leads are not lost.