Automated Notion Lead Manager
Fikri Kurniawan
Study Case
The client has trouble managing his lead through email inbox which leads to many missed opportunities, inefficient follow ups, and reduced customer experience.
Solution
A Notion page with the purpose to store and manage leads is built. This page categorizes leads into 4 categories based on the funnel stages; interested, meeting booked, awaiting proposal, and proposal sent.
The lead manager is automated in 4 ways to reduce the amount of manual work needed:
Data input: Inputting new leads through a Google Form instead of directly in Notion to avoid accidental mistakes.
Meeting Bookings: Meetings are booked with Cal.com. If a meeting is booked/changed/cancelled, it sends the information to the lead manager and links it to the corresponding lead.
Contract Creation: A new contract can be created based on a predefined template after inputting the relevant information.
Send Contract: Sends the generated contract with a click of a button
Images
Notion page
Data input scenario
Cal.com to Notion scenario
Contract generator scenario
Send contract scenario
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Posted Oct 22, 2024
The end product of this project is an automated Notion page with the purpose of managing and storing leads.
