Our Power Workflows
Website Visitor to Lead Automation
❌ Problem
Anonymous website visitors leave without a trace. You don't know who's interested in your products or services, missing valuable sales opportunities from warm leads already exploring your site.
✅ Solution
Automatically capture website visitors, enrich their data with personal and professional details, sync everything to HubSpot, and send personalized outreach emails—all tracked for proper sales follow-up.
🎯 Perfect For
B2B companies wanting to identify anonymous visitors, sales teams needing warm leads, marketing agencies tracking engagement, and businesses where visitor data drives revenue.
🛠️ Tools Used
AI Real Estate Lead Qualifier
❌ Problem
Real estate inquiries require immediate personalized attention. Brokers waste time manually qualifying leads, searching listings against criteria, doing data entry, and sending follow-ups.
✅ Solution
AI automatically qualifies leads from Jotform, matches them with your property database using smart scoring, syncs to Zoho CRM, and sends personalized follow-up emails with booking links.
🎯 Perfect For
Real estate agencies with high inquiry volumes, property managers coordinating listings, brokers needing instant qualification, and businesses where speed determines conversion.
🛠️ Tools Used
Client Onboarding Automation
❌ Problem
New clients fall through the cracks during handoff. Manual onboarding creates delays, inconsistent experiences, forgotten contracts, missed kickoff meetings, and increased churn risk.
✅ Solution
When a deal is marked "Won" in GoHighLevel, instantly create Google Drive folders, copy contract templates, send personalized welcome emails, schedule kickoff calls, create tasks, and notify your team in Slack.
🎯 Perfect For
Agencies onboarding new clients, sales teams needing instant handoff, operations teams seeking consistency, account managers wanting structured tasks, and businesses scaling client onboarding.
🛠️ Tools Used
AI-Powered Follow-Up Generator
❌ Problem
Sales teams lose revenue from missed follow-ups. Reps can't track dozens of leads, generic reminders feel impersonal, and timing is often wrong—leading to lost opportunities.
✅ Solution
AI automatically generates personalized follow-up messages based on CRM data and interaction context, then distributes them across Slack, Telegram, and Teams so your sales team never misses a touchpoint.
🎯 Perfect For
B2B sales teams with long cycles, agencies nurturing multiple prospects, e-commerce businesses with cart abandonment, and companies where timely follow-up impacts conversion.
🛠️ Tools Used
Automated Marketing Reports
❌ Problem
Marketing teams burn hours weekly extracting data from multiple platforms. Reports are outdated by the time they're ready, prone to human error, and inconsistent in formatting.
✅ Solution
Every week, automatically pull campaign data from all platforms, generate AI-powered executive summaries, compile everything into polished Markdown reports, store in Google Docs, and share instantly via Slack.
🎯 Perfect For
Marketing agencies reporting to clients, growth teams tracking KPIs, executives needing dashboards, and data-driven organizations where timely reporting drives strategy.