Why The “2-Step Opt-In Process” Increases Conversions and Lead Quality By Up To 46% On Real Estate Investor Websites

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Welcome to another edition of the Carrot Test Kitchen… where we break down our recipes and show you how to create insanely great lead generation sites for your real estate business.

Our sites get insanely high conversion rates… you just have to customize them to your business and your local market, then send traffic to them! (Don’t worry, we’ll show you how – it’s easier than you think. :)
(Of course, this stuff is baked right into our sites, and our prices are so low that it’s impossible to do it cheaper yourself… if you’re not already a member, head over and check out our demo right now).

Today we’re gonna show ya the exact trick that improved conversions by 46% right when we started implementing it years ago.

It’s so simple that once you learn it, you get it… in fact, I bet you’ve seen versions of it used before. While we didn’t invent it, we’re perfecting it for real estate investors.

It’s called the 2 Step Opt-In Process, and I’ll tell you how it works and what you need to know to make money from it.

The first step of the opt-in process happens on the Lead Page – there are many lead pages built into every InvestorCarrot website, and you can create unlimited additional Lead Pages. It’s super cool.

Step 1: Research Shows A Form With 4 Or Fewer Opt-In Fields Increases Opt-Ins On The Front End

Below is an example of a lead page on a Cash Buyer site on the InvestorCarrot system. It’s a great landing page for advertisements on Craiglist, Backpage, Zillow, Google, Adroll or many other sites and converts consistently high across our member’s sites too. :


COPYRIGHT NOTICE: All of the content on our websites are 100% Copyright protected and owned by our company. Only active paying InvestorCarrot members can use the content on our websites. If we find people copying our content off of our customer’s websites or from our images on this page, we will pursue violators for copyright infringement. 

As you can see, there are only a few quick questions to answer – name, email, phone and type of investor.

Lots of testing has shown that 3-4 form fields are ideal for conversions – any more or less actually drops the rate of performance. This graph from HubSpot’s research on over 70,000 forms shows why 3 is the magic number for conversions:

Want to Increase Your Leads? Make your first opt in form have 4 or fewer fields. – Source for Graph:  HubSpot

We’ve tested the number of things our forms ask for on the first opt in box for both buyers and sellers… and once you start to get past 3-4 on your first form… your conversion rates go way down.

You’ll see lots of real estate investor websites that are killing their conversions by asking for way too much information on the first chance.

Like this one…

real estate investor website conversions
Too Many Fields Kills Conversion: This particular form we found on a random real estate investor motivated seller website has 13 fields. How many does yours have?

Can you imagine being a motivated seller who really needs to sell… but just isn’t ready to give up all of your info quite yet on this first form… yet almost every field on that form is required for you to get to the next step?

However, when a motivated seller does submit this form… you know that they’re VERY QUALIFIED.

Long forms are terrible for conversion… but increase the quality of your leads.

So we melded the two into…

Step 2: The Best Of Both Worlds – High Conversions AND Qualified Leads

A short-form upfront to increase lead conversion… and a long-form on the second step to increase your lead quality.

To get the highest conversion and the most qualified leads (the ultimate goal), the key in the 2-step opt-in process is a short and sweet “Step 1” form… that leads to a longer more qualifying “Step 2” form.

Once the buyer (or seller) completes the first form… the shorter form, he or she will see a more detailed Buyer Profile to fill out before seeing the properties. This Buyer Profile Form further qualifies the buyers. The same goes on our motivated seller websites… we have a short form upfront that gets the lead… then a longer form on the back that qualifies the lead further:

Hidden Elements: There are many “under the radar” strategies being used on this form that you probably don’t even notice that further qualify the lead and increase conversions. For instance, notice that we’ve strategically made some fields “required” and some not required. Why? We reveal this kind of deep strategy to our InvestorCarrot members on our weekly LIVE coaching calls with our CEO Trevor. Not a member? Join :-)

COPYRIGHT NOTE: Again, please be creative and write your own content. The content above is owned and written by InvestorCarrot… and only available for use by our active paying members. We actively monitor the internet to find people infringing on our copyright and pursue action. We have to do this to protect our active members and the investment they and we have made. If you’d like to leverage our system, our content, see our pricing and plans and come aboard, we’d love to have ya! 

Do People Actually Fill Out A Form This Long You Ask?

We get pushback from many InvestorCarrot members who want to change this step 2 form because they think it asks for too much info and the buyers and sellers won’t fill it out.

Our answer to that is this… we’ve tested it… and it works.

Here’s real-life data to prove the way we’ve set up OUR Step 2 forms (every word and every line on our forms and the other words on the page that the forms sit on… which isn’t shown above… are crafted and tested to increase conversions… and your leads).

93% Of Cash Buyers Filled Out The “Step 2” Form

93% of Buyers Filled Out The Step 2 Form: In this screenshot on an Carrot members cash buyer website 93% of every cash buyer who filled out the first form went on to also fill out the 2nd longer form. It’s no accident… the way we craft our 2 step opt-in process plain works.

99% Of Motivated Sellers Filled Out The “Step 2” Form

99% Of Motivated Sellers Filled It Out: It works even better with motivated sellers.

Again, it’s not just the fact of having 2 steps that’ll optimize your conversions and quality of your leads… it’s what you ask for on your forms and how you frame that “Step 2” form on your page that makes it work.

If you’re an InvestorCarrot member, rest assured… this is already built right into all of your websites (your seller websites, cash buyer, rent to own, apartment rental, main company, etc.).

Years ago, we found that the 2-Step Opt-In Process improved conversions by 46%… with dramatically improved lead quality.

We’ve been using 2-Step Opt-Ins on all of our sites ever since.

If you’re trying to build a real estate investing website from scratch to capture seller and buyer leads for your real estate investment business, you’re probably missing a few other key aspects of the formula that allows us to get insanely high lead capture rates for our members.

Want to just leverage our research and our platform and save time and money?

Join InvestorCarrot below… all of our websites come pre-built with the “2 Step Opt-In Process”.

Want to see what else Carrot’s sites can do? Watch the demo now!

Are you a paying Carrot Member wanting to improve your marketing results?

Join our Live Coaching Call <– click<<<<<<

Each week we answer specific questions from our members to help them solve their toughest marketing challenges.

Space is limited, so sign up now! It’s free for Carrot members.

If you’re not already a Carrot Member, joining is easy <—– Click that now to get started!

Trevor Mauch

Trevor is the CEO of Carrot and knows a thing or two about inbound marketing and generating leads online in the real estate industry. As an investor himself, he's generated tens of thousands of real estate leads and is a leading expert in inbound marketing for investors and agents. In addition, his true passion is helping entrepreneurs grow businesses that truly help you live a life of purpose.

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