Score and route inbound leads to the right follow-up automatically

Every inbound lead is scored on budget, timeline, and fit, then gets an instant, tailored email reply.

How the work actually flows

It branches. Exactly one path is taken.

Pattern: Exclusive Choice (4)

flowchart TD trig>"lead submits contact form"]:::trig s0["extract lead details"]:::task s1["calculate lead score"]:::task trig --> s0 s0 --> s1 gx{"× which priority tier"}:::gate s1 --> gx p00["send high priority reply"]:::task gx -->|"high priority"| p00 p10["send medium priority reply"]:::task gx -->|"medium priority"| p10 p20["send low priority reply"]:::task gx -->|"low priority"| p20 p00 --> out p10 --> out p20 --> out out[/"tailored reply matched to tier"/]:::out pay{{"faster response to best leads"}}:::pay out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
Starts itA stepOne path onlyResultPayoff
Build size
Standard

A mid-size build with several tools working together.

Business functions
CRM & Sales PipelineLead Generation & ProspectingEmail AutomationAPI & Webhook Integration
Connects
Gmail

The problem it solves

Every lead that fills out your contact form deserves a fast, relevant reply, but manually reading and responding to each one takes time you don't have. High-value leads can end up waiting the same amount of time as ones that were never going to buy.

Who it fits

A service business or agency that gets leads through a contact form and wants to respond faster to the best ones.

How it works

  1. A lead submits your contact form
  2. The system pulls out their name, budget, timeline, company size, and use case
  3. A scoring formula rates the lead from 0 to 100 based on those factors
  4. The lead is sorted into a high, medium, or low priority tier
  5. A tailored email reply goes out automatically based on that tier
What you get

Every lead greeted with the right reply

Every inbound lead gets scored on budget, timeline, and fit, then receives a tailored reply matched to their priority.

What you get

An instant, tier-appropriate email reply to every lead, so the best ones hear back right away.

What you need

A web form (Typeform, Tally, or similar) and a Gmail account.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

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