Never Lose a Lead Again: Building Systems That Capture Every Prospect

Your creative brain’s been on fire lately.

Tariffs imposed? You launched a playbook for ecom brands on how to save costs while growing.

AI wave? You built internal tools to help brands automate the boring stuff.

BFCM? You pulled historic campaign data and shipped a checklist to make brands ready.

Rise of the Creator Economy? You hosted a webinar on capturing UGC at scale.

You’ve done the work—and generated a ton of leads in the process. But now, they’re scattered. Some are stuck in the webinar platform. Others are sitting under LinkedIn posts or inside random CSVs. It’s messy.

So now you’ve got to spend even more time finding, cleaning, and organising that data just so you can do the thing you really want to do: nurture those leads. And in this process, the attribution source is dropped and not plugged into the rest of your funnel.

What you need is a way to capture every lead, and have them live in one place, automatically.

Enter: Mantle’s Intake Forms.

Step-by-step guide to build your lead consolidation system

Step 1: Plan your campaign

Let’s say you’re prepping a big launch - a new playbook on Ad Creative Strategies for 2025. The assets are ready, and you’re about to go live.

Step 2: Create an intake form on Mantle

Set up a simple intake form with low friction. Ask only for what’s necessary—Shopify domain, email, and maybe one key qualifier. Keep it lean to get higher conversions.

Step 3: Automatically track every lead

Once someone submits the form, Mantle automatically creates a lead record on the “Customers” tab, and gives it a source. When that person eventually converts, you’ll know exactly where they came from.

Step 4: Send the right content instantly

Hook up a flow: after form submission, they get tagged and instantly receive the content (like your playbook).

Pro Tip: Set up slack notifications to trigger an alert every time someone submits the form. We’ve heard it’s great for your dopamine.

Step 5: Use tags for smart follow-ups

Want to offer a special promo later? Or segment users based on where they came from? Those tags let you run hyper-targeted follow-ups without lifting a finger.

Wrapping up

You’re already putting out high-quality campaigns. But unless you’re capturing and consolidating the leads from each of them, you’re leaving results on the table.

With Mantle handling the admin work—forms, tracking, tagging—you get more time to focus on the creative stuff. The stuff that actually excites you.