AI Lead & Workflow Automation · Set Up in 1 Week by Nicklaus GrayAI Lead & Workflow Automation · Set Up in 1 Week by Nicklaus Gray
AI Lead & Workflow Automation · Set Up in 1 WeekNicklaus Gray
Stop copying leads between inboxes, spreadsheets and your CRM. I'll build an automation that captures, qualifies and routes every lead, and follows up for you.
Who it's for: agencies, B2B services, SaaS and coaches getting leads from forms, calls or DMs who lose time (and deals) to manual follow-up.
Typical workflows
A new form or booking is scored by AI, then a CRM deal is created and the right person is alerted in Slack
An instant, personalized follow-up email to every new lead
Weekly pipeline or KPI reports sent to your inbox automatically
Invoice, onboarding or content workflows between the tools you already use
Process
Audit call: we map your current process and pick the highest-value workflow.
Build: in n8n, Make or Zapier, with AI steps where they actually help.
Test: real test runs, error handling and retries.
Handover: a documented workflow and a Loom walkthrough. You own it.
AI Lead & Workflow Automation · Set Up in 1 WeekNicklaus Gray
Starting at$1,500
Duration7 days
Tags
HubSpot
Make
OpenAI
Zapier
AI Automation
Automation
n8n
Stop copying leads between inboxes, spreadsheets and your CRM. I'll build an automation that captures, qualifies and routes every lead, and follows up for you.
Who it's for: agencies, B2B services, SaaS and coaches getting leads from forms, calls or DMs who lose time (and deals) to manual follow-up.
Typical workflows
A new form or booking is scored by AI, then a CRM deal is created and the right person is alerted in Slack
An instant, personalized follow-up email to every new lead
Weekly pipeline or KPI reports sent to your inbox automatically
Invoice, onboarding or content workflows between the tools you already use
Process
Audit call: we map your current process and pick the highest-value workflow.
Build: in n8n, Make or Zapier, with AI steps where they actually help.
Test: real test runs, error handling and retries.
Handover: a documented workflow and a Loom walkthrough. You own it.