Automation Kit: Smart Lead Qualifier

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About Course

Every small business owner knows the frustration: you spend just as much time on tire-kickers as on serious prospects. This automation kit changes that.

When someone fills out your contact form, this 9-module Make.com workflow instantly scores them (1-10), categorizes them as HOT, WARM, or COLD, and sends a personalized AI response – all within 15 seconds.

HOT leads trigger a Slack alert so you can call them back before a competitor does. WARM and COLD leads get helpful responses without eating your time.

What’s in the kit:

  • Importable Make.com blueprint (JSON) – the complete 9-module workflow
  • Pre-formatted Google Sheets template for lead logging
  • WordPress-compatible HTML contact form
  • The tested AI prompt that scores, categorizes, and responds
  • Setup video walkthrough
  • Troubleshooting guide for common Make.com errors

What you’ll learn:

  • Webhooks and form data processing
  • OpenAI integration with structured scoring prompts
  • Router logic with conditional branching (HOT/WARM/COLD paths)
  • Slack notifications for high-priority events
  • Google Sheets logging

Setup time: 30-60 minutes

Tools used: Make.com, OpenAI API, Google Sheets, Slack, SMTP Email

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What Will You Learn?

  • How to set up a webhook to receive form data in Make.com
  • How to use OpenAI to score and categorize leads automatically
  • How to build Router logic with conditional paths (HOT/WARM/COLD)
  • How to send personalized AI responses via email
  • How to get instant Slack alerts for high-value leads
  • How to log every inquiry to Google Sheets for tracking

Course Content

Automation Kit: Smart Lead Qualifier – How to use Your Business
Import the blueprint, connect your accounts, and launch your AI-powered lead scoring system. This walkthrough covers every module - from webhook setup to Slack alerts - so your contact form starts qualifying leads automatically.

  • How can you use this blueprint in just 30 minutes?
  • Webhook URL Security – What Every Automator Needs to Know

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