LeadCapture NextGen - LeadBase Community Session

LeadCapture.io

NextGen

LeadBase Community Session

Here's What We're Covering Today

01

Build Faster

From concept to lead funnel in minutes

→

02

Improve Lead Quality

Enrich & verify at the point of capture

→

03

Measure & Test

AI insights and split testing

→

04

Q&A

Open questions and discussion

Background: Classic to NextGen

Why NextGen?

After years of customer feedback, we reached a point where it made sense to spin up a brand new platform with new tech so we can move faster and deliver more for you.

This Session is For You If...

→ Used LeadCapture Classic? Classic is still around, but you should check out what NextGen can do for you.
→ Current NextGen or Classic user? Get a feel for how to use the platform and discover features you might be missing.
→ New to LeadCapture? This will give you a full picture of what the platform does and how it works.

01 · Build Faster

From Concept to Lead Funnel
in Minutes

Landing pages + quiz funnels, Copilot, integrations, and more

01 · Build Faster

Create Your First Lead Funnel with AI Copilot

Prompt AI to create a full lead funnel - landing page + quiz - based on your specifications
Copilot gets to work and generates a mobile-optimized funnel
Spend less time building and get your campaign launched faster

↓

01 · Build Faster

What Does a Good Prompt Look Like?

🎯

Be Specific

Describe your vertical, funnel type, design, and quiz flow

💬

Give Context

Tell Copilot about the goal, audience, and tone

✏

Keep it Under 1,000 Characters

Focused prompts get better results

📈

Aim for 70% There

Get the foundation right, then use Copilot to optimize

C

Example Prompt

"Create a modern, sleek lead gen funnel for Tap My Mortgage that includes both a landing page and a lead quiz. The goal is to help homeowners explore refinance options. Use a clean, high-converting design with a green color palette and premium feel. The quiz flow: 1) Address, 2) Goals, 3) Homeowner?, 4) Property type, 5) Age, 6) Credit score, 7) Balance slider, 8) Military? Use buttons for all except balance. Add a transition step before lead capture. Collect: Name, Email + Phone. Write persuasive copy throughout."

📋 Copy Prompt Template

Click to copy a starter template to your clipboard

Template

Create a [style] lead gen funnel for [company] that includes a landing page and lead quiz. Goal: [goal]. Design: [colors/feel]. Quiz flow: 1) [step], 2) [step]... Use [field types]. Add a transition step before lead capture. Collect: [fields]. Write [tone] copy.

01 · Build Faster

Use Copilot to Continue Editing Your Funnel

Your virtual assistant inside the dashboard
Update copy and add new steps
Set up integrations and webhooks
Audit existing integrations and webhooks
Make changes on the fly without touching code

01 · Build Faster

Funnel Builder Field Types

Autocomplete fields for faster completion
Prefilled state fields and dropdowns
Hidden fields for tracking and attribution
Advanced field types for regulated verticals
All designed to help increase conversion rate

Autocomplete

Start typing an address...

State Dropdown

Multi-Select

Home Insurance Auto Insurance Life Insurance

Phone (with OTP)

(555) 123-4567

Email

name@example.com

Hidden Fields

🔓 utm_source=facebook

🔓 campaign_id=LC-2026

Advanced

Date of Birth SSN (masked) Income Range Property Type

01 · Build Faster

Conversion Copywriter Built Right In

AI-powered conversion copywriter inside the platform
Launch faster with conversion-optimized copy
Get higher conversion rates out of the gate
No need for external AI tools or copywriters

✎

AI Copywriter

Original

Fill out this form to get a quote for your home insurance needs today.

↓ AI Rewrite

Optimized

Protect What Matters Most. Get matched with top-rated home insurance in under 60 seconds. No obligation, no hassle.

Headline Subheadline CTA Buttons Form Labels Thank You Page

01 · Build Faster

Key Integrations

TrustedForm
Jornaya
Meta Pixel
Meta Conversion API (CAPI)
And more core integrations your campaigns need

🔌

Integrations

✅

TrustedForm

Certificate-based consent verification

Connected

✅

Jornaya

Lead tracking & compliance

Connected

🔸

Meta Pixel

Audience tracking & retargeting

Connected

🔸

Meta Conversion API

Server-side event tracking (CAPI)

Connected

✅

LeadProsper

Lead distribution & routing

Connected

✅

Juiced

Lead marketplace & monetization

Connected

🔸

Webhook

Send leads to any endpoint

Connected

🔸

Zapier

Connect to 5,000+ apps

Connected

+ Google Tag Manager and more

01 · Build Faster

Advanced Conditional Logic & Branching

Route leads based on answers and behavior
Logic branching to show different paths per user
Qualify and segment leads within the funnel
Deliver the right experience to the right lead

Step 1: What type of insurance?

If answer equals...

Home

Show property questions

Auto

Show vehicle questions

Life

Show health questions

Contact Info → Submit → Lead Delivered

02 · Improve Lead Quality

Enrich & Verify at the
Point of Capture

Better data, better leads, higher quality

02 · Improve Lead Quality

Data Enrichment & Verification

OTP phone verification
Real-time phone verification
Email verification
Skip tracing
Property enrichment
Contact Score to qualify leads at capture
More coming

▏ Contact Score

80

High Activity

✓

Phone Validity

Valid

✓

Line Type

Mobile

✓

Carrier

US Cellular

✓

TCPA Litigator

Clear

☑ Verification

Phone Verified✔

Email Verified✔

OTP Confirmed✔

Email StatusValid

🏠 Property Enrichment

Est. Value

$385,000

Year Built

2004

Bedrooms

4

Sq Ft

2,150

03 · Optimize

Analyze & Split Test

Insights and data right at your fingertips

03 · Optimize

Insights & Data Right at Your Fingertips

All the funnel metrics you need in one place
See conversion rate at every step
Track page visits and step-based metrics
Understand exactly where leads drop off

Visitors

2,847

Leads

412

Conv. Rate

14.5%

Step-Based Metrics

Property Address 2,847 → 1,986 69.8%

Property Type 1,986 → 1,540 77.5%

Coverage Details 1,540 → 892 57.9%

Contact Info 892 → 614 68.8%

Submit 614 → 412 67.1%

⚠

Biggest drop-off at Coverage Details — 42% of users exit at this step

03 · Optimize

AI Insights with Copilot & Your Weekly Score Card

Chat with Copilot about your funnel performance
Copilot has context around your data
Identify the biggest drop-off points across your funnels
Get actionable recommendations to improve conversion
Weekly score card delivered with key metrics and trends

Weekly AI Insights Scorecard

Mar 16 - Mar 22, 2026 · Performance trends and AI recommendations

Active

Funnels

31

Views

2.0K

+1% vs last week

Leads

79

+27% vs last week

Conv. Rate

13.9%

Top Performing Funnels

Mortgage Refi Funnel

842 views16.8%

Solar Quote Form

631 views14.2%

Home Insurance Lead

527 views9.1%

C

AI Copilot Insights On

Review my weekly score card

Here's your weekly scorecard highlights:

▲ Unique Visitors up 27.4%

▲ Views up 1% week over week

▼ Home Insurance funnel conv. dropped to 9.1%

Recommendation: Review step 3 on Home Insurance funnel, biggest drop-off at coverage details.

Ask AI Copilot...

▶

03 · Optimize

Split Testing for More Leads

Take insights and put them into action
AI-assisted split testing
Optimize for even more leads with data-driven decisions

⚖ A/B Testing

Test funnel variants to optimize your conversion rates

+ Create A/B Test

All

Draft

Running

Ended

Mortgage Refi - Headline Test

Started 3/18/2026

Running 50/50 ✨ AI Analyze

Control

Reduce Your Payment

12.3%conv.

Variant A▲ WINNING

Find Your Best Rate

16.8%conv.

Solar - CTA Button Color

Created 3/22/2026

Draft 50/50

One Platform, Not Six

Before

Landing Page Tool ~$99/mo

Form / Quiz Funnel Tool ~$50/mo

A/B Testing Tool ~$49/mo

AI Copywriting Tool ~$20/mo

Contractors for Edits $$$

Lead Verification Setup separate

Complex Compliance Setup manual

Zapier for Integrations ~$20/mo+

→

With LeadCapture

Landing Pages + Quiz Funnels

Full A/B Testing Built In

AI Copilot for Copy + On-the-Fly Edits

Built-In Verification + Easy TrustedForm & Compliance Setup

Direct Integrations into Lead Distribution Tools

Attribution Coming Soon

$100s - $1,000s/mo

Multiple tools + contractors

vs

Starting at $199/mo

Almost everything in one platform

04

Questions & Answers

Open discussion

Ready to Build Your First Lead Funnel?

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