AI-Powered Lead Qualification & CRM Automation

Built an AI-powered lead qualification and CRM automation system using Make.com, Tally Forms, Google Sheets, and Gmail.

The workflow automatically captures business enquiries, analyzes and scores leads based on budget, service fit, timeline, and project details, assigns priority levels, detects duplicate submissions, and sends automated email notifications.

This project demonstrates how AI and automation can simplify lead management, reduce manual work, and help businesses respond to potential clients more efficiently.

One opt-in. A CFA Level 3 candidate two weeks from their exam, and a casual Spanish learner. Same welcome sequence.

That was the starting point for a test prep and language learning site on Kit: very different audiences, and every new subscriber landing in the same emails.

The fix was a tag-based setup that works out who someone is, what they're preparing for and how urgently they need help, all from a single opt-in. No surveys, no extra form fields. Conditional automations route each person into the right sequence, and a behavioural layer picks up intent from link clicks alone.

What went live: → 13 tags, 4 sequences, 12 active automations across 2 verticals → Fully QA tested and documented → Built to add 5 more verticals without rebuilding

The client after handover: "Clean delivery, strong comms, genuinely useful advice. Will hire again for phase 2."

If your list serves more than one audience, how are you telling them apart today: a survey at signup, separate forms, or nothing yet?

Thirteen tags from a single opt-in sounds like a spreadsheet's love language. Honestly, respect.