Give buyers and customers distinct entry points
A shared contact page can send a prospective buyer and a customer with a billing issue into the same form. The sales rep opens a meeting expecting to discuss a rollout and learns that the attendee needs an invoice. Meanwhile the customer has spent time answering questions about team size and purchase plans. Start by making the two destinations clear on the page.
Label one link “Get help with an existing account” and send it to the support channel your team already monitors. Label the other “Talk to sales about a new rollout” and explain what you can cover. If current customers can buy additional services, add a short example under the sales link so they know where to go when they want to expand.
Test the enquiries that could go either way
- “Can you add a seat to my account?” Point to support if this is an account change. If the buyer wants to roll out to another department and needs a quote, offer the sales path.
- “I cannot get the integration to work.” A customer troubleshooting a live setup needs support. A prospect asking whether a proposed setup fits their requirements may need a sales conversation.
- “Can you show my team how to use this?” Existing users may need training or documentation. A prospect deciding whether to buy may need a demo focused on a specific workflow.
Use these examples to write the descriptions beneath each link. Then check whether someone can find support from the sales page if they arrive from search. A visible link is easier to use than an instruction buried in the sales form.
Qualify the people who choose sales
Put MeetQuickly on the sales path and describe the requests you want to meet about. For example, include new deployments or expansions that require a quote and describe the details you need before a call, such as the team involved and the workflow it wants to change. MeetQuickly generates questions from that profile and scores responses. Hot and Warm leads can see available booking slots. Keep the support link visible alongside the sales widget so people can switch paths themselves.
Before launch, ask a colleague to find the right path for a billing question, a new rollout and an account expansion. After launch, sample the requests each team receives and look for recurring mistakes in where people land. See the guides to choosing between a contact form and a qualification widget and handing enquiries over to sales. One widget is included in the Free plan. Compare plans on MeetQuickly pricing.