Automated Lead Intake System

AI Automation
Outdoor Lighting Brand
An outdoor lighting brand was losing potential clients between the moment they showed interest and the moment someone followed up.

THE SITUATION

When a potential client or partner filled out a contact form on the brand's website, that inquiry was emailed to the team — and from there, it was up to someone to manually follow up by phone or text. There was no set process, no timeline, and no way to know if the person had already been contacted. Spam and low-quality inquiries mixed in with real opportunities, so the team spent time chasing leads that weren't worth their attention — while real ones waited too long for a response.There was no central place to see what was happening with each inquiry.

WHAT WE BUILT

We designed a system that handles every new inquiry automatically — from the moment someone

submits a form to the moment the team is notified. Here's how it works:

01 Inquiry captured

Every form submission is caught instantly — nothing goes to a generic inbox or gets lost in email.

02 AI reviews the inquiry

An AI model reads the submission and determines whether it's a genuine business inquiry or spam —

before anyone on the team sees it.

03 Logged automatically

Legitimate inquiries are added to a centralized database in real time. The team always knows what's

come in, who it's from, and when.

04 Smart reply sent — only to real leads

Once the inquiry is confirmed as legitimate, a professional response goes out automatically — so real

prospects hear back within seconds while spam never gets a reply at all. The brand looks responsive

from the very first touch, without wasting that response on the wrong people.

THE RESULT

Response time went from hours to under 2 minutes.

The team now only engages with pre-qualified leads.

Estimated 3–5 hours saved per week in manual follow-up.

TOOLS USED

n8n · Claude AI · Webflow · Notion · Gmail

Interested in something similar for your business?

COMMON QUESTIONS

FAQs

Do I need to change the tools I already use?

No. I build automations that plug into your existing tools — email, spreadsheets, CRMs, order systems, whatever you already have. No new software required.

How long does it take to build an automation?

Most automations are live within 1–3 weeks from our first call. I start with a discovery session to understand your workflows, then build and test everything before handoff.

Are there ongoing costs after the build?

My fee is a one-time build cost. The tools that power the automation — like n8n or Make.com — have small monthly costs, typically $20–$100/month depending on usage. I give you a full breakdown upfront so there are no surprises.

What if something breaks after launch?

Every project includes 30 days of support after launch. I monitor, adjust, and fix anything that comes up — no extra charge. After that, ongoing support retainers are available.

What type of projects do you work with?

I work with small and mid-size businesses that have manual, repetitive processes slowing them down. Common projects include lead intake automation, order tracking systems, cross-system data syncs, and internal reporting automation. If your team is doing something manually that happens more than a few times a week — that's worth a conversation.

We already have internal discussions about AI — do we need outside help?

Most companies do. Internal teams are great at knowing the business but rarely have the time or technical depth to turn those conversations into working systems. I come in as the person who connects both sides — I understand your operation and I know how to build the technology. Most internal AI committees stall not because of lack of interest, but because nobody owns the execution. That's what I do.