Most inbound bottlenecks aren't caused by low lead volume—they happen during triage.

When inquiries roll into a Google Sheet or CRM, operations teams often waste 10–15 minutes per submission reading through messy paragraphs, deciphering budget mismatch, and manually deciding who gets an immediate call vs. a standard rate sheet.

Instead of adding a bulky CRM add-on, I documented a lightweight 3-step automation pipeline built inside Make:

Intake & Extraction: An active listener triggers immediately upon a new submission, extracting core variables: client scope, target deliverables, timeline, and stated budget.

Context-Aware Evaluation (Gemini 2.5 Flash): The payload passes through an AI evaluation node with strict guardrails:

Data Return & Clean Pipeline: Appends the structured classification directly back to the master operational tracker, keeping the sheet filterable and clean.

The outcome: The sales and operations team can filter the entire board by priority status in two clicks, cutting first-touch response time to minutes without manually reading every single submission.

I’ve documented the full scenario map, execution logic, and data schemas below.

Curious how other agency operators and automation leads here handle their lead enrichment layer—are you doing AI scoring at the form level, or later in the CRM pipeline?:

For the budget gate, I'd keep an unstated budget separate from one explicitly below your minimum. Does the Make route ask for clarification when the amount or currency is missing, so a potentially suitable lead doesn't fall into Cold by default?

Kajabi Wellness Education Platform Development Developed a Kajabi-based wellness education platform for Nilda that combined online learning, CRM integrations, and a structured course ecosystem. The project focused on creating an intuitive educational experience, streamlining user journeys, and supporting long-term engagement through scalable platform architecture and conversion-focused design.

The Kajabi-to-CRM handoff is a useful part of this build to unpack. I’d check that a learner who purchases stops receiving prospect follow-ups and gets the right access message, including when the same email already exists in the CRM. Which system owns that customer-status change here?