Goal: Build a lead generation form that filters out low-quality leads, validates important data, and sends only qualified contacts to your WhatsApp or CRM.
Create your account: https://services.tochat.be/
Step 1: Understand Why Lead Validation Matters
Before building anything, know your objective:
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Avoid wasting time and money on bad leads (wrong location, budget, or profile).
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Improve the quality of users reaching you on WhatsApp.
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Ensure your ad campaigns (e.g., Google Ads) only count valid leads as conversions.
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Save filtered leads for later review if needed.
Step 2: Start With the Essential Fields
Create your form with these mandatory fields:
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First Name – Helps personalize outreach.
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Email – Required for follow-ups and segmenting.
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Optional: Filter by domain (e.g., block Gmail/Hotmail for B2B).
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WhatsApp Number – The main communication channel.
Make all of these required. If the user skips any, the form should not submit.
Step 3: Add Smart Filters Using Dropdowns
Use dropdowns to qualify leads based on criteria like service eligibility. Example:
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Question: How big is your house?
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Less than 100 m²
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100–300 m²
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More than 300 m²
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Why it matters:
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You can auto-close submissions from ineligible responses (e.g., “less than 100 m²”).
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These leads won’t trigger WhatsApp conversations or ad conversions.
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Saves ad spend and manual sorting time.
Step 4: Implement Zip Code Validation
Add a field for Zip Code, and set it to required.
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Accept only zip codes from areas where your service operates.
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Example: If you only serve Florida, create a list of allowed Florida zip codes.
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Add a message for blocked locations:
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“Sorry, we do not operate in this zip code.”
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Pro Tip:
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Place the Zip Code field at the top of your form to filter unqualified users immediately.
Step 5: Include a Privacy Policy Agreement
Add a required checkbox:
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“I accept the privacy policy”
Why this matters:
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Ensures legal compliance.
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Prevents bots or careless users from submitting.
Step 6: Use Conditional Logic to Control Conversions
Set up logic to close the conversation if a lead doesn’t meet criteria.
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Leads that are filtered (wrong size, wrong zip, etc.)
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Are saved in your dashboard
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Do not trigger WhatsApp
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Do not count as conversions in Google Ads
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Step 7: Add Budget Scoring to Prioritize Leads
Create a dropdown for budget and score the answers:
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Less than $1,000 → Bronze
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$1,000–$3,000 → Silver
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$3,000+ → Gold
Set rules so Bronze leads are filtered out or closed. You’ll still save their data, but they won’t go to WhatsApp.
Step 8: Save and Review Filtered Leads
Even if a lead is closed, you can still:
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Review the submission later
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Send it to a teammate
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Reopen or reclassify the lead if circumstances change
This gives you flexibility while still keeping WhatsApp focused on top-tier contacts.
Step 9: Test Before Publishing
Double-check everything:
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Are all required fields working?
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Are bad zip codes blocked correctly?
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Do dropdowns filter and score as expected?
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Do closed conversations stay off WhatsApp?
Submit test forms with various combinations to verify functionality.
Summary: What You’ve Built
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A bulletproof lead generation form
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Validation to ensure data quality
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Filtering to exclude low-value or irrelevant leads
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Scoring to prioritize ideal customers
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Zip code blocking to maintain geographic focus
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Mandatory compliance checkbox for legal safety
This setup will improve the quality of your leads, reduce manual filtering, and make your WhatsApp channel far more efficient.