A growing business needed an automated way to capture new leads, organize their info, and promptly set up a sales call without manual back-and-forth. This solution is the first step in a larger AI-based system designed to fully onboard clients from the initial contact onward.

Lead Intake: Quickly collecting data through forms without losing crucial details.

Streamlined Scheduling: Reducing email ping-pong to find meeting times.

Organized Record-Keeping: Ensuring every lead’s details are tracked in a central CRM.

Scalable Process: Allowing the system to grow as leads increase.

I developed an AI agent that integrates a custom form to capture each lead’s data, automatically importing it into Notion (or any chosen CRM). The agent then generates a Calendly link, tailored to your availability, and emails it to the lead with a personalized warm-up message—eliminating the typical scheduling friction.

Automated Lead Capture: Form-based data collection syncs seamlessly with your CRM.

Instant Scheduling: Calendar links created on the fly for quick call bookings.

Personalized Outreach: Warm-up emails maintain a friendly brand tone.

By automating the lead intake and scheduling process, businesses save hours of manual work while boosting the likelihood of a successful first call.