Multiple entry points on one site

Hero CTA, mid-page “ready when you are”, footer apply link, and service-specific buttons - all pointing at the right public link experience.

One site, several doors

Not every visitor is ready at the top of the page. Repeat the CTA after you’ve earned trust (team, process, lenders). Same public link is fine; different experiences (docs-only vs full fact find) are even better when the context differs.

Match link to intent

Website enquiry → fact-find-only. “I’ve already spoken to you” page → docs-only. Pre-appointment pack → docs and fact find. Your Quickli Experiences settings are the source of truth; the website just routes intent.

Don’t invent a second CRM form

If you already have a public link, don’t also run a Mailchimp form that dumps into a spreadsheet. One client path. One place the data lands. That’s the point of public links.

Next: browse Experiences or try a different demo site.