Built to solve: Leads arriving everywhere with no consistent intake or next action.
Sales / Review workflow
Lead Capture System
Businesses losing enquiries across messages, email, forms, and notes. Leads arriving everywhere with no consistent intake or next action.
Sales detail
Lead Capture System built as a usable business asset, not a loose page or form.
A lead intake flow that captures enquiries cleanly.
Launch shape: 2-4 days with from $750 entry scope
Upgrade path: Full CRM, automated follow-up, client portal, sales dashboard
What is included
Scope that can launch, then grow.
Fast-launch packages are confirmed upfront.
Core inclusions
- Lead form
- Lead notification
- Lead database/sheet
- Status fields
- Follow-up reminders
- Basic pipeline view
Likely connections
- Forms
- Sheets/Airtable
- Notion
- CRM
- Task board
Build sequence
Clicking intake is the start of controlled scope, not blind checkout.
Map the enquiry path
Used where hidden complexity can change effort, timeline, or tools.
Build the capture or pipeline layer
Kept practical, visible, and connected to the final handoff.
Connect notifications and follow-up rules
Kept practical, visible, and connected to the final handoff.
Hand over the operating view
Kept practical, visible, and connected to the final handoff.
Expected outcome
What this should change in the business.
Leads arriving everywhere with no consistent intake or next action.Connects with Forms, Sheets/Airtable, Email, NotionCan expand into Full CRM, automated follow-up, client portal, sales dashboard
Before intake
Have these answers ready.
Client provides
- Business name and contact details
- Current tools or links
- Must-have outcome
- Deadline if there is one
FAQ
- Prebuilt scope is kept tight so it can launch quickly.
- Deeper setup details are collected after the package is confirmed.
- Every prebuilt can be expanded into a custom system later.
Ready for the form
Lead Capture System
The intake form collects the details needed to review scope, confirm payment timing, and prepare the right invoice or proposal path.