Build an Automation Lead Capture System in 30 Minutes in Make: Form → AI Summary → Lead Score → CRM
Автор: Dr Steven Sam
Загружено: 2026-03-11
Просмотров: 17
Описание:
Most service businesses lose leads because enquiries arrive messy and follow-ups are slow. Today you’ll build a simple lead system that turns any enquiry into a clean summary, a lead score, and a next step — so you know who to call first.
✅ Download the Client Intake Form + Lead Scoring Sheet (free):
➡️ [TEMPLATE LINK]
Get E-Book on Practical Automation in Make.com: https://ssam47.gumroad.com/l/automation
You’ll build this workflow
• Lead form collects the right info (without friction)
• AI turns the enquiry into a clear summary
• Lead score ranks who’s most likely to buy
• Clean data lands in your CRM/spreadsheet
What’s inside the template
• Intake form questions (proven structure)
• Lead scoring rules (0–100)
• AI prompt to summarise leads
• Follow-up recommendation box (call/nurture/decline)
Safe-use note
Don’t paste sensitive personal data into AI tools. Use placeholders or anonymise when needed.
Chapters
Why you’re losing leads
The finished workflow (demo)
Intake form setup
AI lead summary prompt
Lead scoring rules
CRM / spreadsheet setup
Common mistakes + fixes
Download the template
Hashtags: #leadgeneration #aiforsmallbusiness #automation
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What I Do
I help solo & small service businesses automate lead gen and operations with practical AI workflows—without hype and with safe data practices.
Templates & resources
✅ Free checklist/templates: https://fintechtuts.com/template-form/
🎓 Course/waitlist: https://fintechtuts.com/ai-course/
🤝 Consulting application: https://fintechtuts.com/consulting-of...
Subscribe to watch new content every week. For business enquiries: [email protected]
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Follow me:
LinkedIn: / ssam5
Facebook: / stevensam47
My Fintechtuts blog: www.fintechtuts.org
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