# Fonio callback flow and lead capture copy

**Last Updated:** 2026-03-24

Single source of truth for how website lead-capture callbacks are handled in operations, so popup copy stays honest and aligned with the product.

## What happens after Step 1 submit

1. **HubSpot:** The lead is created/updated via the existing lead capture API and forms integration (see [HUBSPOT_WORKFLOW.md](./HUBSPOT_WORKFLOW.md)).
2. **Segment:** Contacts enter the HubSpot segment **Lead Capture Form** (or equivalent list/segment your automation uses).
3. **Fonio:** A webhook pulls data from HubSpot and triggers an **outbound call** as soon as the integration runs (typically within seconds under normal load).
4. **Routing (v1):**
   - **Support** requests → transfer to assigned team member + support number.
   - **Sales questions** the bot cannot handle → transfer to a sales team member.

## Copy guardrails (Step 1)

- **Where to mention speed:** Use **headline** and/or the **global Step 1 CTA** for immediacy. Keep **descriptions (subtitles)** on **Ordio benefits**, topic fit, **kostenlos / unverbindlich**, and **callback** wording—avoid timing in the subtitle when the title or button already signals speed.
- **If timing appears in a headline:** Prefer **qualified** wording; avoid absolute guarantees (“immer in 3 Sekunden”) unless operations approves.
- **No internal jargon:** Do not use “Sales-” or other internal labels in user-facing CTA text; the primary button lives in [`v2/components/lead-capture-popup.php`](../../../v2/components/lead-capture-popup.php) and is **global** for all pages.
- **Callback framing:** Descriptions must still make clear the user is requesting a **telephone callback** (see [LEAD_CAPTURE_COPY_BEST_PRACTICES.md](./LEAD_CAPTURE_COPY_BEST_PRACTICES.md)).
- **AI naming:** Naming Fonio or “KI” in every variant is optional; default copy emphasizes Ordio value, not the stack.

## Related docs

- [COPY_MANAGEMENT.md](./COPY_MANAGEMENT.md) – how per-page headline/description are resolved.
- [LEAD_CAPTURE_COPY_BEST_PRACTICES.md](./LEAD_CAPTURE_COPY_BEST_PRACTICES.md) – quality bar and examples.
- [ARCHITECTURE.md](./ARCHITECTURE.md) – technical flow (popup, API, HubSpot).

## Changelog

- **2026-03-24:** Subtitle policy—benefit-led descriptions; speed in headline/CTA where useful.
- **2026-03-24:** Initial doc for Fonio v1 alignment with Step 1 popup copy refresh.