Learn how to set up a lead goal on ChatThis.ai in minutes. This step-by-step tutorial shows creators how to capture qualified leads through AI conversations.
By Maya Sinclair
You published a great piece of content. People watched it, read it, shared it. But how many of those people became leads? If the answer is "not enough," you're not alone. Most creators lose 95%+ of their audience because they rely on static forms and generic CTAs that nobody fills out.
The Lead goal on ChatThis.ai fixes this. Instead of asking cold visitors to hand over their email, it starts a conversation grounded in your content — and naturally guides them toward sharing their info.
This tutorial walks you through setting up a Lead goal from scratch. In about 5 minutes, you'll have a Smart Link that turns passive viewers into qualified leads — automatically.
What Is a Lead Goal?
A Lead goal is one of five goal types on ChatThis.ai. It tells your AI conversation to collect contact information by the end of the interaction. Unlike a form, the visitor doesn't see a list of empty fields. They have a conversation first, get value, build trust, and then share their details when it feels natural.
If you've already used the Follow goal or the Meeting goal, the setup process will feel familiar.
Why the Lead Goal Works Better Than Forms
Traditional lead capture relies on landing pages, pop-ups, and embedded forms. Average form conversion rates sit around 2-5%. The Lead goal works differently:
Context awareness. The conversation knows your content.
Progressive disclosure. Information collected one piece at a time in natural dialogue.
Trust-building. The visitor gets value before they give. (Forms kill conversions because they ask before they give.)
Creators using ChatThis.ai's Lead goal report 3-4x higher capture rates. The reason is psychology — people convert when they trust, and trust comes from interaction.
Step 1: Create a New Smart Link
Log in to your ChatThis.ai dashboard. Click "New Smart Link".
You have two content source options:
Paste a URL — YouTube video, blog post, podcast episode page, course landing page
Paste text — Script, show notes, article draft, or any text block
Pro tip: The more specific your content, the better the conversation. A 20-minute deep-dive produces better conversations than a 60-second teaser.
Step 2: Select the Lead Goal
Choose Lead from the five options. Configure:
Lead fields: Default is name + email. Add phone, company, or custom fields.
Qualification criteria (optional): E.g., "Must be interested in 1-on-1 coaching"
Success message: What the visitor sees after converting.
Step 3: Customize Your Conversation Tone
ChatThis.ai matches your creator tone automatically. Fine-tune in Tone Settings:
Formality level: Casual, balanced, or professional
Conversation opener: Reference your specific content
Personality notes: E.g., "Use humor" or "Be direct, no fluff"
Step 4: Generate and Share Your Smart Link
Click "Create Smart Link." Share it everywhere:
YouTube description box
Instagram bio / Linktree
Podcast show notes
Email signature
LinkedIn posts (monetizing your LinkedIn audience)
The beauty of a Smart Link: one link for everything.
Step 5: Monitor Your Leads Dashboard
Every captured lead appears with: contact info, full conversation transcript, qualification status, and timestamp. You're not just getting an email — you're getting context.
Real-World Example: Course Creator Lead Capture
Old approach: Landing page with opt-in form. Conversion rate: 2.1%. 315 leads from 15K views.
New approach with ChatThis.ai: Smart Link with Lead goal. Conversion rate: 7.8%. 1,170 leads. Each with full conversation transcript showing intent. She can qualify leads automatically without lifting a finger.
Lead Goal vs. Other Goal Types
Goal Type | Best For | Conversion Action |
|---|---|---|
Lead | Capturing contact info for follow-up | Visitor shares name, email, custom fields |
Meeting | Booking calls or consultations | Visitor books a time slot |
Sale | Direct product or course sales | Visitor clicks purchase link |
Newsletter | Growing your email list | Visitor subscribes |
Follow | Growing social audience | Visitor follows on a platform |
Full comparison: 5 goal types to convert your audience.
Tips for Higher Lead Conversion Rates
1. Use Specific Content, Not Generic
A Smart Link powered by a specific tutorial converts 2-3x better than one powered by your "About Me" page.
2. Keep Lead Fields to 3 or Fewer
Every additional field drops conversion rate by 10-15%.
3. Write a Compelling Conversation Opener
Reference the specific content for immediate relevance.
4. Set Clear Qualification Criteria
If you're selling a $2,000 program, set criteria so the AI tags leads accordingly.
5. Follow Up Within 24 Hours
Trust has an expiration date. A lead captured today is warm today. Tomorrow, they're lukewarm.
Integrations and Next Steps
Common setups creators use:
Lead goal → Email sequence: Export to ConvertKit, Mailchimp, or Beehiiv
Lead goal → CRM: Import to Close, HubSpot with conversation transcripts
Lead goal → Personal follow-up: Read transcript and send personalized email. 5x close rate.
Start Capturing Leads in 5 Minutes
Paste your content URL, select Lead, choose your fields, share your Smart Link. That's it.
No landing page. No form. No thank-you page. ChatThis.ai handles the entire flow in one link.
Previous post:
