Lead fields, status rules, reply timing, CRM/Sheet column map, and a first follow-up sequence your team can use manually.
Packages
Small enough to start, useful enough to ship.
Form, CSV, or Google Sheets intake with duplicate checks, a status tracker, generated follow-up messages, and setup notes.
Webhook or API-ready workflow, source files, test data, CRM/Sheet update pattern, follow-up templates, and handoff documentation.
Good fit
Use this when leads are slipping between tools.
- New leads arrive from forms, ads, calls, CSVs, or spreadsheets.
- Follow-up timing is inconsistent or hard to track.
- The CRM or Sheet needs cleaner status fields and next actions.
- The team needs SMS, WhatsApp, email, or internal handoff templates.
- You want a first version before committing to a larger system.
Delivery
Built for handoff, not dependency.
Each tier includes source files or a clear implementation map. AI/API keys, CRM credentials, Twilio, WhatsApp Cloud API, Zapier, Make, or n8n accounts stay under the client's control.
If a connected provider is not ready, the workflow can start with Google Sheets, CSV files, and manual message templates.
Proof