
Progressive Profiling Strategy for Lead Forms
N.B. This approach ensures that performance is continuously monitored across all product versions to prevent performance bottlenecks from unnoticed changes in code or infrastructure.
📄 Prompt Template
Design a progressive profiling strategy for [Company] to improve conversion on the [FormName] while enabling downstream qualification for [SalesRole]. Propose a phased data-capture model that starts minimal at TOFU and enriches over [Timeframe] via triggered follow-ups and authenticated sessions. Define which fields move to later interactions, acceptable inference via enrichment tools, and consent handling in [Region].
Output format:
Data-minimisation matrix (Field, Purpose, Stage, Source, Legal basis, Retention).
Progressive profile ladder (Stage 0–3, triggers, channels, message hooks).
KPI framework (initial completion %, enrichment rate, qualification rate, CAC impact).
Experiment roadmap (test cells, hypotheses, sample size, power, success threshold for [PrimaryKPI]).
Governance checklist for [Role] (privacy, data quality, sync mapping).
Ensure recommendations align with CRM schema and scoring rules.