Track & Tag Leads Based on Behavior

Know exactly who’s ready to buy — and follow up with the right message.

June 26, 2025 | David

Background & Why This Matters

Not all leads are equal.

Some people are just browsing. Others click your offer page, open every email, or download your freebie. But if you’re treating them all the same, you’re missing an opportunity.

The secret? Tracking behavior and tagging leads based on what they do. This allows you to:

Prioritize hot leads
Personalize your messages
Nurture cold leads more strategically

For health & wellness providers and solo businesses, this is the foundation of smart, ethical automation.

What You’ll Achieve

You’ll set up a system that:

Monitors what people click, open, and download
Tags them based on interest level or action
Automatically moves them into the right follow-up sequence
Gives you visibility into who’s “warm” vs “not yet”

What to Expect After Setup

Your follow-ups feel more relevant and timely
Hot leads are easier to identify and convert
You stop overwhelming or losing cold leads too early

What You’ll Need

You’ll only need 30-60 minutes and free/low-cost tools to get started:

Email platform with tagging like ConvertKit, MailerLite, ActiveCampaign, Flowdesk
Landing page/form builder like Tally.so, Typeform, Podia, Carrd
Optional CRM or lead tracker like Notion, Airtable, Practice, or Google Sheets

Step-by-Step Instructions

Let’s walk through using ConvertKit.

✅ Step 1: Define Your Tags

Start with tags like:

Clicked Freebie Link
Viewed Paid Offer Page
Booked Consult
Did Not Book
Warm Lead / Cold Lead

Think of tags as labels that help you filter and trigger automation.

✅ Step 2: Build Your Email Links with Click Tags

In ConvertKit, go to Broadcast or Sequence
When inserting a link (e.g., “View My 1:1 Coaching”), click “Add tag when clicked”
Apply tag: Viewed Coaching Page
Now you can trigger follow-ups only for people who clicked that link

✅ Step 3: Use Tags in Automations

Go to Automations → New Automation
Trigger: Tag Added → Viewed Coaching Page
Add a delay (e.g., 1 day), then send targeted message: “I saw you checked out the coaching page — any questions I can help with?”
Optional: Add another rule: If not booked within 3 days → Send reminder

✅ Step 4: Use Tags to Personalize Follow-Ups

In future emails, use conditional content:

“Since you downloaded my stress guide, I think you’ll love this…”
“Not ready for coaching yet? Here’s a free workshop to get started.”

You can also exclude certain tags from campaigns to avoid duplicate or irrelevant messaging.

✅ Step 5: Review Engagement in the Dashboard

Go to Subscribers → Filter by Tag
View open rates, clicks, and behaviors of your most active leads
Export or sync with your CRM (Notion, Airtable) if you want more granularity

Want this done for you?

Book a free 30-min AI Strategy Connect — we’ll look at your workflow and I’ll show you how to set it up or handle it for you.