How should we follow up with an identified visitor who has not completed a form?
Act quickly. When a visitor is identified but has not completed a form, send them into an automated follow-up right away instead of waiting for them to raise their hand.
Recommended next steps
Send the visitor to your CRM or email platform automatically through a webhook or connector.
Assign a distinct status, such as suspect, so they are not treated like a submitted lead.
Start an educational nurture that matches what they viewed on your site.
Run retargeting on Meta or Google at the same time to keep your brand visible.
Watch engagement. When the visitor opens emails, returns to your site, or views high-intent pages, move them to direct sales outreach.
Why timing matters
Interest is highest right after a visit. Automated follow-up creates a timely, relevant next step while the visitor is still researching. Waiting for a weekly dashboard review can miss that window.
Use the data you have
The Engaged Candidate profile shows the pages viewed, the campaign source, and the franchise categories the person is researching. Use those details to make follow-up feel relevant, not generic.
