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This project demonstrates my approach to appointment setting and lead generation. It showcases how I identify and qualify potential prospects, create professional outreach messages, follow up consistently, manage leads, and move qualified prospects toward booked appointments.
The network for creativity
Join 1.25M professional creatives like you
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Creatives on Contra have earned over $150M and we are just getting started
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From conversations to follow-ups.
The core workspace of Rectraa — where extracted leads, conversation context, intent, and contact information come together in one place.
But collecting leads is only the first step.
Rectraa also helps you take the next one — send personalized email follow-ups directly from the extracted data.
Upload a conversation. Extract the lead. Understand the intent. Follow up. Keep the conversation moving.
The design challenge was to make a data-heavy workspace feel simple enough to actually work from, not just look at.
Turn conversations into leads. Then turn leads into conversations.
Building Rectraa, one screen at a time.
Check it out: rectraa.com
Good job
From Cold Inbox to Booked Meetings.
Cold email works best when the right leads, deliverability, personalization, and follow-up come together.
I help B2B businesses build a reliable outbound system that turns cold prospects into real conversations and booked meetings.
✓ Verified B2B Leads
✓ Email Infrastructure & Deliverability
✓ Personalized Cold Outreach
✓ Consistent Meeting Pipeline
Better system. Better conversations. Better results.
#ColdEmail #B2B #LeadGeneration #EmailOutreach #Sales #BusinessGrowth
Exactly. The right system makes cold outreach much more effective.
AI Lead Qualification System: Automated Scoring & CRM Ingestion
🎯 Built an intelligent lead qualification and CRM ingestion engine that automatically scores inbound leads using AI, eliminating manual data entry and ensuring high-value prospects reach sales teams instantly.
🛑 The Challenge
Sales teams waste hours sorting through low-quality form submissions and manually copying data into their CRM. Without instant data enrichment and lead scoring, high-intent prospects wait too long for a response — directly hurting conversion rates and lowering pipeline efficiency.
⚙️ The Solution
I engineered an automated lead-triage middleware pipeline using Make to completely bridge the gap between prospect intent and sales execution.
The moment a prospect submits a Google Form, the system captures the webhook payload and writes the record to a Google Sheets database. The system then invokes OpenAI via API to parse, evaluate, and score the lead against specific ideal customer criteria. High-intent leads are dynamically fast-tracked directly into HubSpot CRM as structured contacts with AI-generated qualification notes.
Key Technical Infrastructure Built:
Instant Form Webhook Processing: Captures incoming lead payloads with zero lag or data drops
Algorithmic AI Lead Scoring: Configured semantic context prompts inside OpenAI to evaluate lead potential and output an objective numerical priority tier
HubSpot CRM API Sync: Built custom mapping architecture to safely create contacts, assign deal stages, and map fields without duplicates
Two-Way Database Lifecycle Logging: Updates the core Google Sheet in real-time with automated timestamps, processing states, and AI-generated qualification summaries
📈 Business Impact & Results
100% Manual Data Elimination: Completely removes manual contact creation and copying friction for sales reps
Instant Priority Mapping: Sales pipelines sorted by AI, allowing teams to call high-intent leads within seconds
Flawless Data Continuity: Centralizes clean operational data across internal spreadsheets and CRM pipelines automatically
🛠️ Tech Stack Used
Automation Hub: Make
Inbound Capture: Google Forms
AI Logic Engine: OpenAI API
CRM Platform: HubSpot
Operational Database: Google Sheets
Your Make/OpenAI/HubSpot pipeline is exactly where pre-handoff qualification QA can protect a client deployment. I run a 24-hour reliability audit against up to 25 anonymized records, checking grounded decisions, conflicting evidence, missing-data handling, and machine-readable...
contra.com
Qualification Reliability Audit by Jake Bryan
Read more about Qualification Reliability Audit by Jake Bryan on Contra.