Qualify new leads and follow up with an automatic phone call

Scores every new form submission as hot, warm, or cold, then triggers an AI phone call to your best leads.

How the work actually flows

It branches. Exactly one path is taken.

Pattern: Exclusive Choice (4)

flowchart TD trig>"form submitted by lead"]:::trig s0["capture form answers"]:::task s1["score lead quality"]:::task s2[("log lead to sheet")]:::store trig --> s0 s0 --> s1 s1 --> s2 gx{"× is lead hot"}:::gate s2 --> gx p00["trigger ai phone call"]:::task gx -->|"hot lead"| p00 p10["no further action"]:::task gx -->|"warm or cold lead"| p10 p00 --> out p10 --> out out[/"logged lead with call started for hot leads"/]:::out pay{{"faster follow-up on 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 stepA record or sheetOne path onlyResultPayoff
Build size
Advanced

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

Business functions
Voice & PhoneLead Generation & ProspectingSpreadsheet & Database Ops
Connects
TypeformGoogle SheetsVapi

The problem it solves

New leads come in from your forms, but by the time you get around to calling them, the interest has cooled off. You can't always tell right away which leads are worth chasing first.

Who it fits

Sales teams and small businesses that generate leads through online forms and want to reach hot leads fast.

How it works

  1. When someone submits your form, their answers are captured automatically
  2. The system scores the lead as hot, warm, or cold based on budget and timeline
  3. The lead's details and score are logged to a spreadsheet
  4. Hot leads automatically trigger an AI-driven phone call to start the conversation
What you get

Hot leads reached while they're still warm

Every new lead gets scored the moment they submit your form, and your best prospects get a call to start the conversation fast.

What you get

A scored, logged lead record, and for hot leads, an outbound call already started.

What you need

A Typeform account, a Google Sheets account, and a Vapi account for calling.

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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