Automate Client Intake with AI-Powered Discovery Call SystemAutomate Client Intake with AI-Powered Discovery Call System
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Built SiteScope AI, an AI-powered client intake and discovery call automation system using Make.com, Google Gemini AI, Jina AI Reader, Tally, Google Sheets, Google Calendar, Gmail, and Google Meet. The system automatically processes client submissions, extracts and analyzes website content, generates business insights, creates discovery call strategy briefs, produces personalized recommendations, schedules meetings with automatic calendar invites, sends branded confirmation emails, and logs all data into a structured CRM. The automation eliminates manual pre-call research, scheduling, and follow-ups while enabling faster lead response times and fully prepared discovery calls within minutes of form submission.
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The network for creativity
Join 1.25M professional creatives like you
Connect with clients, get discovered, and run your business 100% commission-free
Creatives on Contra have earned over $150M and we are just getting started