Optez’s Transformation of MeetYourLead with Website Automation
Ecommerce Website Design and Development
Shopify Development
Plugin Installation
Custom Shopify Development
MeetYourLead, a platform connecting sales professionals with decision-makers, needed a structured and optimized website setup to enhance user experience and improve operational efficiency. Optez implemented key improvements to automate workflows, improve data handling, and streamline user interactions.
Goals & Objectives
Optimize website structure for seamless user experience.
Automate profile requests, lead capturing, and tracking.
Implement advanced search, filtering, and data presentation.
Ensure effortless content updates for testimonials and FAQs.
Setup new website of MeetYourLead from scratch
Key Challenges & Pain Points
Manual setup for new SKUs and profile data updates.
Need for structured lead capture and request workflows.
Inefficient profile browsing and discovery mechanisms.
Inconsistent management of FAQs and testimonials.
User Personas
Sales Professionals
Seeking high-quality leads and an efficient way to book meetings.
Decision Makers (Prospects)
Looking for seamless onboarding and structured interactions.
Internal Admins
Managing profile data, automating processes, and handling user requests.
Functional Requirements
Profile Selection & Lead Generation
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AI-powered identification of high-intent prospects.
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Automated lead scoring for improved targeting.
Data Mining & Enrichment
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Developed automation scripts for data extraction and formatting.

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Integrated Google Sheets with Google Apps Script for calculations.
Automated Profile Creation & Outreach
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Integration of enriched profiles into marketing platforms.
Profile Requests
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User-submitted profile requests stored in Google Sheets.
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Automated email notifications for internal teams.
Solutions Explored & Implemented
1. Profile Selection & Lead Generation
Solution
Shopify
WordPress
Custom Development
Pros
Scalable, integrates well with automation tools, built-in eCommerce features
Flexible with numerous plugins, cost-effective
Fully tailored experience, high scalability
Cons
Requires custom coding for profile-based modifications
Requires significant setup for automation and profile-based filtering
High development cost and maintenance effort
2. Dynamic Data Management Solutions
Solution
Google Sheets & AppScripts
Airtable
Pros
Easy updates, admin-friendly, seamless automation
More structured database, intuitive UI
Cons
Relies on external automation tools
Higher learning curve, limited external automation support
3. Advanced Search & Filtering for Profile Discovery
Solution
Algolia Search API
Custom Full-Text Search (Implemented)
Pros
Lightning-fast search, customizable ranking
Fast, user-friendly, cost-effective
Cons
Requires API integration, paid service
Requires optimized data structuring, manual tuning
4. Automated Profile Request & Lead Capture
Solution
Typeform + Zapier Integration
Google Forms + AppScript API (Implemented)
Pros
User-friendly, seamless automation
Simple, cost-effective, automated handling
Cons
Limited customization for complex workflows
Requires optimized data structuring, manual tuning
Website Setup & Implementation
User Flow: Home Page Journey
Browse All Page Journey
SKU Selection Journey
Landing Page Design & Implementation
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Hero Section Design: Engaging layout with clear CTAs.
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Lead Capture Form: Integrated with Google Sheets and email alerts for quick follow-ups.
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UTM Tracking: Custom-coded tracking of link sources for better attribution.
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Testimonial Section: Connected to Google Sheets for automatic updates via Google Forms.
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FAQs Section: Managed dynamically via Google Sheets for easy content modifications.
Testimonials:
FAQ Table - Linked to the Website:
Collections Page: Browse All Profiles
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Advanced Filters & Search: Implemented powerful search mechanisms including:
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Full-text search with auto-suggestions.
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Search redirects, synonyms, and spell-check.
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Custom Tabular Format: Instead of grid/card layouts, a tabular design was implemented for better profile browsing.
Product Page: Profile Details
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Minimalist Design: Prioritizes key profile data over excessive information.
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Equal Focus on SKUs (Meeting vs. Chat):
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Book Meeting: Uses Shopify’s cart addition and order creation process.
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Chat SKU: Handled through form submission with Google AppScript APIs.
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Expandable ‘About Profile’ Section: Dynamically creates expandable sections based on profile descriptions, improving information accessibility.
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Conditional Discount Banners: Based on customer segment and past purchases.
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Booking Limitation Logic: Users cannot book another meeting until pending bookings are cleared. A warning banner notifies users when applicable.
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Custom Request Form: Users can request profiles not currently listed on the platform.
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Data Integration: Form submissions are stored in Google Sheets, triggering internal team alerts via email.
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Google AppScript API: Automates request handling and notifications to ensure seamless management.
Results & Impact
Limited & Manual
Manually Edited
Unstructured
Manually Updated
Before Automation
Advanced Filters & Search
Google Sheets Automation
Automated via Form & AppScript
Auto-Updated from Google Sheets
After Automation
Profile Discovery
Profile Data Updates
Profile Requests
FAQs & Testimonials
Learnings & Future Scope
Key Takeaways
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Website automation significantly improves data handling and user experience.
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Real-time profile requests and lead capture streamline customer interactions.
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Automated FAQs and testimonials ensure effortless content management.
Scaling Opportunities
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AI-driven profile recommendations based on user behavior.
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Enhanced CRM integrations for better lead tracking and conversion insights.
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Advanced analytics dashboards for real-time website performance monitoring.
Conclusion
Optez successfully transformed MeetYourLead’s website with a structured, automation-driven approach. By optimizing profile discovery, automating data handling, and streamlining lead management, MeetYourLead now provides a seamless experience for sales professionals and decision-makers alike.
