You will get a complete AI-powered client intake and discovery call automation system built in Make.com that turns your lead capture process into a fully automated workflow.

When a client submits your intake form, the system automatically analyzes their website, generates AI-powered business insights, creates a discovery call strategy brief, schedules a Google Meet with automatic calendar invites, sends a professional confirmation email, and logs everything into your Google Sheets CRM.

This removes 30–60 minutes of manual work per lead and ensures every discovery call is prepped with high-quality AI-generated insights before you even join the meeting.

The system is built using Make.com, Tally, Gemini AI, Google Sheets, Google Calendar, Gmail, and Jina AI Reader. Everything is fully configured in your account, tested with real submissions, and customized to your business workflow.

Ideal for freelancers, agencies, consultants, and coaches who rely on discovery calls and want a faster, more intelligent lead-to-meeting system.