Challenge

A business coach was overwhelmed by incoming leads from multiple sources (website forms, DMs, referrals). Manually qualifying leads and booking intro calls led to missed opportunities and burnout.

Solution

We built a smart lead funnel using Make.com:

• Leads submit a Typeform on the website (or fill out a CRM intake).
• Responses are analyzed to determine qualification.
• Qualified leads automatically receive a Calendly invite to schedule a free intro call.
• After the call, personalized follow-up emails and reminders are sent automatically.

Results

• ⏱ Saved hours weekly: No more manual sorting or scheduling.
• Better-qualified leads: Every meeting counts.
• Timely follow-ups: Each lead receives a personalized post-call sequence.
• Clear funnel metrics: Airtable logs show funnel performance at a glance.