Automated Lead Manager
Starting at
$
700
About this service
Summary
An automated lead manager to store and manage all of your leads so you can stay organized.
Process
Kick off call - project set up (make.com, notion, lead input google form, cal.com, contract template, contract info input google form, email set up)
Creating a Notion page
Creating Make.com scenarios
Lead input
Meeting manager
Contract generator
Draft creation
What's included
Automated Notion Page
Notion page that contains the leads
New Input Scenario
Make.com scenario that automates input of new leads
Meeting Manager Scenario
Make.com scenario that sends the information of a meeting that is created/updated/changed from Cal.com to Notion
Contract Generator Scenario
Make.com scenario that generates a contract using the inputted information based on a predefined contract template
Create Email Draft Scenario
Make.com scenario that makes an email draft from a template containing the generated contract
Example projects
Duration
1 week
Skills and tools
Project Manager
Operations Lead
Cal.com
Make
Notion
Industries
Marketing
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