Forms, Lead Capture & Human Handoff
Gather consent-aware information and transfer context to humans
5 lessons · 84 minutes of lesson study · Version 2.0.1Practical assignment and assessment time are additional.
A skill you can demonstrate.
- Collect the minimum information needed for a useful lead.
- Validate input and make correction possible.
- Separate service intake from marketing permission.
- Route handoffs with context and honest availability.
- Complete a conversation with evidence of the actual outcome.
Know what comes next.
01Lead forms and essential fields16 min
Collect the minimum information needed for a useful lead.
Practice: Create a field list with purpose, required status, validation and destination for every value.
02Input validation and error feedback16 min
Validate input and make correction possible.
Practice: Record four input cases for email and phone and describe how the visitor corrects each invalid value.
03Consent and personal-data minimization16 min
Separate service intake from marketing permission.
Practice: Write a short purpose notice and show the separate optional preference in the field dictionary.
04Handoff routing and agent availability16 min
Route handoffs with context and honest availability.
Practice: Simulate available and unavailable-agent handoffs and compare the receiving context for both.
05Conversation completion and evidence20 min
Complete a conversation with evidence of the actual outcome.
Practice: Combine your form, validation and handoff evidence into one report with expected and observed outcomes.