Lead capture & automation systems

Most leads go cold before anyone follows up.

I build the intake and follow-up systems that growing businesses don't have time to set up themselves. A new inquiry comes in, it gets a response within minutes, and your team only steps in when there's a real conversation to have.

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The problem

If you're running a small business, you've probably dealt with this.

A lead comes in. It lands in your inbox. You mean to follow up — but you're busy, it gets buried, and by the time you get back to them, they've already gone with someone else.

Or you're spending an hour every day copying lead info into a spreadsheet, chasing responses, or manually sending the same onboarding email over and over.

These aren't big problems. But they're constant. And they add up.

Leads go cold

Most inquiries don't get a reply within the hour. By the time someone follows up, the prospect has already moved on.

No system for intake

Leads arrive by email, Instagram DM, phone call, and contact form — with no consistent way to track or follow up on any of them.

Manual work that shouldn't be manual

Data entry, follow-up emails, onboarding checklists — tasks that happen the same way every time and could easily run themselves.

No visibility

It's hard to know where leads are coming from, which ones converted, or where things fell apart — because nothing is being tracked consistently.

Example system

Here's an example of what I build.

One of the first systems I put together is an automated client intake system. When someone fills out a contact form, the whole process runs itself.

Automated client intake system

A connected flow that captures new leads, stores them in Airtable, and sends real-time notifications — no manual steps, no delayed responses.

What it does

  • Captures lead details from a web form
  • Stores everything automatically in an Airtable CRM — name, contact info, what they're looking for, timestamp
  • Sends a real-time notification by email or SMS the moment a new lead submits
  • Sends the lead an immediate confirmation so they know their inquiry was received
  • Keeps a clean record you can filter, sort, and follow up from — no spreadsheet required

What that means for you

  • Faster first response — leads hear from you in minutes, not hours
  • Nothing gets lost — every inquiry is logged automatically
  • Less admin — no manual data entry or copy-pasting
  • You know immediately when a new lead comes in, wherever you are
  • One less thing to remember — it just runs
Automation workflow

The automation behind the system — a form submission triggers an Airtable record and two Gmail notifications instantly.

What I build

Four things I can set up for you.

Every system is scoped to your specific situation. Most clients need two or three of these working together — I'll tell you what actually makes sense for your business.

01

Lead capture systems

A connected intake flow — form, CRM, confirmation email — so every inquiry is captured automatically and nothing falls through. New leads land in one place, ready to act on.

02

Airtable CRM setup

A simple, clean CRM built in Airtable that fits how you actually work. No bloated software, no six-month onboarding. You get a working system in days, not months.

03

Email & SMS notifications

Real-time alerts when something needs your attention — a new lead, a form submission, a step in a workflow. You find out immediately, not when you think to check.

04

Workflow automation

Repetitive tasks — follow-up emails, data entry, onboarding checklists, internal handoffs — automated so your team isn't doing the same thing manually every single day.

How it works

I scope it, build it, hand it over.

No retainers, no ongoing dependency. You end up with a documented system your team controls — not something that breaks if you stop paying me.

Week 1

I find the gaps

A working session to trace what happens to a lead from the moment it comes in. Most clients find two or three obvious breaks they hadn't noticed.

→ You leave with a written gap report.
Weeks 1–2

I build the system

Intake form, automated reply, CRM routing — wired together and tested before anything goes live. I don't hand over half-finished work.

→ Fully tested before launch.
Weeks 2–3

I connect your tools

Airtable, Gmail, Calendly, or whatever you're already using. Your team doesn't learn new software. The system fits into how you already work.

→ No new tools to manage.
Week 3

I walk you through it

A handoff session, written documentation, and 30 days of support. After that, it runs without me — which is the whole point.

→ You own it from day one.
Digital product

Want to build it yourself? The kit is ready.

Everything you need to set up a fully automated client intake system without hiring anyone. Real templates, a working Make blueprint, and a step-by-step guide. Setup takes under 2 hours.

Client Intake Automation Kit

Tally + Airtable + Make

A ready-to-use automated intake system. A new inquiry comes in, it gets logged in your CRM and you get notified instantly. No manual steps.

$97 One-time payment

What is included

→ Make automation blueprint, import in one click
→ Airtable CRM base pre-built with all fields
→ Step-by-step setup guide PDF
→ Email templates for notifications and confirmations

Need it done for you? Setup service starts at $500.

Buy the kit →
Free 30-minute call

Want to see what this looks like for your business?

Not a sales call. Tell me what's slipping through the cracks right now, and I'll walk you through what a system for your situation could look like. You can take it from there if you want to.

Get Your Free System Audit →