Qualify leads through AI chat and improve the process automatically

An AI chat qualifies each lead, sends strategy ideas, alerts your team, and improves itself over time.

How the work actually flows

It repeats. Exactly one path is taken; repeats daily review suggests improvements.

Pattern: Exclusive Choice (4) · Structured Loop (21) · Transient Trigger (23)

flowchart TD trig>"visitor starts chat"]:::trig s0["ask qualifying questions"]:::task s1["generate tailored growth ideas"]:::task s2["alert team on promising leads"]:::task s3["review past leads daily"]:::task trig --> s0 s0 --> s1 s2 --> s3 gx{"× is the lead promising"}:::gate s1 --> gx p00["post to slack"]:::task gx -->|"promising lead"| p00 p01["log to sheet"]:::task p00 --> p01 p10["log to sheet only"]:::task gx -->|"not promising"| p10 p01 --> s2 p10 --> s2 lp{"runs once per day"}:::gate s3 --> lp lp -. "daily review suggests improvements" .-> s0 lp -->|"finished"| out out[/"qualified leads with tailored ideas and alerts"/]:::out pay{{"lead capture that improves itself over time"}}:::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 onlyRepeat or finishResultPayoff
Build size
Advanced

A larger build with multiple systems, AI reasoning, and custom rules.

Business functions
AI Agents & Autonomous SystemsAI Chatbots & AssistantsMessaging & NotificationsSpreadsheet & Database OpsAPI & Webhook Integration
Connects
Google GeminiGoogle SheetsSlack

The problem it solves

A static lead form gives visitors nothing back and gives you no easy way to tell who's actually worth chasing. Sifting through submissions by hand to spot good leads takes time your sales team could spend closing deals.

Who it fits

Growth agencies, SaaS founders, or sales teams who want a smarter, self-improving lead capture experience.

How it works

  1. A visitor starts chatting with your AI assistant
  2. The assistant asks a few questions to qualify the lead
  3. AI generates a few tailored growth ideas just for them
  4. Promising leads are posted to Slack and logged to a spreadsheet
  5. Each day, the system reviews past leads and suggests ways to improve itself
What you get

Visitors who get tailored growth ideas instantly

Website visitors chat with an AI assistant that qualifies them on the spot and hands your team a warm, well-informed lead.

What you get

Qualified leads with tailored ideas, a Slack alert, a spreadsheet log, and a daily self-improvement report.

What you need

A Google Gemini API key, a Google Sheets account, and a Slack workspace.

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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