Score and reply to new leads within seconds automatically

Scores every new lead with AI, replies with a personalized email, and logs it all to a spreadsheet.

How the work actually flows

It branches. Every path runs.

Pattern: Parallel Split (2)

flowchart TD trig>"lead submits intake form"]:::trig s0["score lead 1 to 100"]:::svc s1["classify hot warm cold"]:::task trig --> s0 s0 --> s1 gx{"+ always notify and log"}:::gate s1 --> gx p00["send personalized email reply"]:::task gx -->|"reply to lead"| p00 p10["log score to sheet"]:::task gx -->|"record lead"| p10 p00 --> out p10 --> out out[/"lead replied to and logged"/]:::out pay{{"no lead goes unanswered"}}:::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 stepAn outside serviceEvery pathResultPayoff
Build size
Advanced

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

Business functions
Email AutomationSpreadsheet & Database OpsSurvey & Feedback
Connects
GmailGoogle SheetsOpenAI

The problem it solves

Leads fill out your form at all hours, but you can't always respond right away, and by the time you do, some have already gone with someone else. Reading each submission and writing a thoughtful reply for every single one also eats up your day.

Who it fits

Small business owners, freelancers, and agencies who get leads through a website form.

How it works

  1. A lead fills out your intake form
  2. AI scores them from 1 to 100 based on budget, fit, and clarity
  3. The lead is classified as hot, warm, or cold
  4. A personalized email reply is sent immediately, referencing what they wrote
  5. The lead, score, and reasoning are logged to a Google Sheet
What you get

Hot leads getting a personal reply within seconds

New leads get scored and receive a personalized reply referencing exactly what they wrote, within seconds of filling out your form.

What you get

An instant, personalized reply to every lead and a spreadsheet log of scores and reasoning.

What you need

A form tool, a Gmail account, an OpenAI account, and a Google Sheets 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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