Playbook HQ / Abandoned form

What is this signal?

When a lead starts but doesn’t complete your demo or signup form, it shows they were interested but paused before converting. This is a high-intent moment that gives you a clear opportunity to re-engage.

Why it matters

Abandoned forms are moments when a lead is ready to take action but needs a nudge. Acting quickly on this signal helps you:

  • Recover potentially lost leads before they forget or move on
  • Provide help or guidance to complete the process
  • Increase conversion rates and pipeline

How to act on this signal

  • A lead starts your demo form but leaves it incomplete. Send a friendly email offering assistance or answering common questions.
  • Someone begins signing up for a trial but abandons it. Follow up with a LinkedIn message or email highlighting key benefits or next steps.
  • Trigger an automated multi-channel sequence to remind and guide leads toward completion without being pushy.

Setup guide

See how Duo Copilot uses Abandoned Form signals to trigger personalized outreach automatically.

See how you can set up this signal in Duo