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Sales & CRMv1.0

Automated Lead Qualification System

Business Goal

Lead generation

Est. Impact

Saves 10h/week on manual lead scoring

Delivery

7 days

Support

30 days

HubSpot
OpenAI
Google Sheets
Make

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Automatically scores and routes inbound leads using AI-based qualification (intent, budget, fit) as soon as they hit your CRM or form. Includes Slack/email alerts for hot leads and auto-tagging in HubSpot/Salesforce.

Skills

The AI behind this solution is trained with these specific skills so it performs better and more reliably for your use case.

Lead intent classification

Budget/fit extraction from free-text form responses

Auto-tagging & CRM field updates

Key Outcomes

  • Saves 10h/week on manual lead scoring
  • Qualifies leads within 2 minutes of form submission
  • Fully hands-off after setup

Project Roadmap

1

Core Logic Engine

€300

Setup and configuration of the main automation workflow.

2

Environment Mapping

€150

Customizing fields and triggers to match your specific tools.

3

QA & Handover

€150

Testing and final walkthrough session.

Total project value€600

What's included

  • Fully configured automation workflow
  • Video walkthrough & documentation
  • 1 week of post-launch support & bug fixes
  • 30 days post-delivery support
  • Approval required before funds release

What we'll need from you

  • Admin access to your CRM (HubSpot/Salesforce), sample lead data or a CSV of past leads, your lead scoring criteria (if any exist), and Slack/email details for alert routing. Custom integrations beyond the agreed tools are not included in this scope.

Reviews

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Total Project Price

€600

To Start Now

Milestone 1€300

Funds held in escrow until approved.

Est. Monthly Tool Costs

€20 – €80 / mo

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Escrow Protected

  1. Secure CheckoutYou fund only the first milestone.
  2. Expert DeliversWork is submitted for your review.
  3. You ApproveFunds are released. Next milestone starts.
Abdullah Malik
Abdullah Malik
0 implementations
Founding Expert
Message ExpertView Full Profile

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