Lead generation

Judge every channel by deals closed, not forms filled

Follow each lead from the form or call to qualification, appointment, visit and deal — so budget goes to the channels that bring customers.

Start free Open the industry demo

Lead-to-deal funnel
Offline conversions imported
Sent back to ad platforms

app · /dashboards/leadsSample data

Leads · overviewLast 30 days

Leads1,284+9%

Qualified46%+5pt

Appointments318+7%

Deals96+12%

Lead to deal

Form viewed9,800

Lead submitted1,284 −87%

Qualified590 −54%

Appointment318 −46%

Deal closed96 −70%

Leads by channel

Paid searchSocial

Where growth leaks

Where lead generation leaks

Cheap leads, no deals

Channels are compared on cost per lead, while the leads that close come from somewhere else.

The trail ends at the form

Calls, visits and deals happen offline, so the ad that started it never gets the credit.

Slow follow-up

Hot leads wait in a queue while the sales team works through cold ones.

Key metrics

The numbers a lead-gen business runs on

From the lead generation template — from form to deal.

LeadsForm views to submissions

Qualified leadsAnd qualification rate

Call-backsReached rate

Appointments & visitsShow-up rate

DealsDeals and revenue

Cost per dealBy channel and campaign

How teams use it

Three questions lead-gen teams answer here

Each one runs on the lead generation template.

Which channels bring deals?

Offline deals imported from your CRM join the lead’s first click, so every channel shows deals and revenue — and the deals go back to the ad platform.

Deals and revenue per channel
Offline conversions from CSV
Conversions sent back to ad platforms

Marketing attribution

app · /analytics/business/ads?tab=conversionsSample data

Ad click recognised

gclid · fbclid · ttclid

Conversion happens

purchase · $74.60

Sent back to the ad platform

Google Ads · Meta CAPI · TikTok

Sent back · last 24 hStatus

Google Ads214OK

Meta CAPI86OK

TikTok12Retrying

Offline conversions — phone orders, in-store sales — can be imported from CSV and sent back too.

Where do leads stall?

The lead-to-deal funnel shows the step that loses the most — qualification, call-back, appointment or visit — and how long each takes.

Form → qualified → appointment → deal
Time between steps
Breakdown by source and region

ClueLeads called back within an hour close 2× as often

app · /insights/funnelsSample data

Checkout funnel

Last 30 daysAll devices

View product

2,400

Add to cart

1,248 −48%

Checkout

674 −46%

Paid

508 −25%

Overall conversion21.2%

Median time6m 40s

Biggest dropCheckout−46%

Who should sales call first?

Segments of high-intent visitors — pricing views, repeat visits, form starts — post to the sales channel the moment they qualify.

High-intent segments
Automation to IM and webhook
Lead profile with full history

Monitoring & automation

app · /people/segmentsSample data

Segment · High intent

Visits≥ 3in 30 days

andDidadd_to_cart≥ 2

andPlatformweb + app

andDid notpurchasein 30 days

Matched users3,482 · updates daily

Payback curveby acquisition cohort

Day 0Paid back on day 42Day 90

Industry template

What the lead generation template sets up

Leads as subjects, with funnels from form to deal.

Events

lead_form_viewlead_submitconsult_startlead_qualifiedcallback_doneappointmentappointment_arriveddeal_closedlead_lost

Funnels

Lead to dealAppointment to visit

Goals & milestones

Lead submittedAppointment bookedDeal closed

Dashboards

Lead pipelineChannel quality

Install the template in one click from the console, then rename, add or remove anything.

Pair with AskCub

Turn browsing into a booked call

AskCub greets visitors on your service pages, answers the basics with AI, and passes qualified leads to your team with their pages and source attached.

See AskCub live chat ↗

FAQ

Lead generation questions

Anything else — open the chat in the corner and ask.

How do offline deals get into PathClue?

Import them from CSV or send them from your CRM through the server-side event API, with the lead or user ID so they join the right profile.

Can closed deals feed back into ad bidding?

Yes. Deals matched to a recognised ad click can be sent to Google Ads, Meta, Baidu, Ocean Engine and other supported platforms.

Do you store form contents?

Only what you send. Personal data such as emails and phone numbers can be stripped from events at collection.