Qualify inbound leads with AI and send the right follow-up

Scores new leads with AI, logs them, and sends the right email or demo booking based on how qualified they are.

How the work actually flows

It branches. Exactly one path is taken.

Pattern: Exclusive Choice (4) · Simple Merge (5)

flowchart TD trig>"lead submits web form"]:::trig s0["enrich and classify lead"]:::task s1[("log lead to spreadsheet")]:::store trig --> s0 gx{"× how qualified is the lead"}:::gate s0 --> gx p00["send demo ready email"]:::task gx -->|"demo ready"| p00 p01["book demo on calendar"]:::task p00 --> p01 p10["send nurture email"]:::task gx -->|"needs nurturing"| p10 p20["send rejection email"]:::task gx -->|"not a fit"| p20 jn{"○ log lead"}:::gate p01 --> jn p10 --> jn p20 --> jn jn --> s1 out[/"logged lead with automatic follow-up"/]:::out pay{{"faster response to qualified leads"}}:::pay s1 --> out 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 onlyPaths rejoinResultPayoff
Build size
Advanced

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

Business functions
AI Agents & Autonomous SystemsLead Generation & ProspectingEmail AutomationSpreadsheet & Database OpsSurvey & FeedbackScheduling & Calendar
Connects
OpenAIGmailGoogle SheetsGoogle Calendar

The problem it solves

Every new lead needs to be reviewed, researched, and sorted into who's worth a demo and who isn't, and doing that by hand slows down your response time. Slow follow-up means warm leads go cold before anyone reaches them.

Who it fits

Sales and marketing teams handling inbound leads from a website form.

How it works

  1. Starts when someone submits your lead form
  2. AI enriches the lead with company details and classifies it as demo-ready, needs nurturing, or not a fit
  3. Sends the matching email response automatically
  4. Books a demo on the calendar for qualified leads
  5. Logs every lead and its details to a spreadsheet
What you get

Qualified leads routed to the right next step automatically

Every inbound lead gets scored, logged, and sent the right email or demo booking based on how ready they are.

What you get

A logged, classified lead with an automatic follow-up email and, if qualified, a booked demo.

What you need

An OpenAI account and a Google Workspace account with Gmail, Sheets, and Calendar.

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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