Follow up automatically with qualified leads from your form

Filters new form leads by company size, then emails only the ones that fit your ideal customer profile.

How the work actually flows

It branches. Exactly one path is taken.

Pattern: Exclusive Choice (4)

flowchart TD trig>"new form submission received"]:::trig s0["filter out personal emails"]:::task s1["look up submitter company"]:::task s2["check against target criteria"]:::task trig --> s0 s0 --> s1 s1 --> s2 gx{"× does company qualify"}:::gate s2 --> gx p00["send follow-up email"]:::task gx -->|"qualifies"| p00 p10["discard lead"]:::task gx -->|"does not qualify"| p10 p00 --> out p10 --> out out[/"follow-up sent to qualified leads only"/]:::out pay{{"time focused on real prospects"}}:::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
Advanced

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

Business functions
Email AutomationSurvey & Feedback
Connects
ClearbitGmail

The problem it solves

Every new form submission needs a quick check: is this a real business lead worth following up on, or just noise. Doing that research and writing a personal reply for each one takes time you would rather spend on qualified prospects.

Who it fits

B2B sales and marketing teams following up on inbound form leads.

How it works

  1. A new form submission comes in
  2. Personal email addresses like Gmail or Yahoo are filtered out
  3. The submitter's company is looked up and checked against your criteria
  4. Leads from qualifying companies get a personalized follow-up email
  5. You receive only the leads worth your time
What you get

Follow-ups sent only to leads worth chasing

New form leads get filtered by company size and every one that fits your ideal customer gets a personalized follow-up email.

What you get

Automatic follow-up emails sent only to leads that match your target company profile.

What you need

A form tool, a Clearbit account for enrichment, 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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