Sorting through leads is a tedious tasks most businesses have to face when scaling and dealing with a large influx of clients. In order to properly sort out the clients that want your service and those that are sitting on the fence, here's a simple automation skeleton you can follow within Make.com. 1. Trigger Using a module integration from Calendly or a CRM, use it as a means of running the whole workflow when a new lead comes in. 2. Filter The next module(s) will then consist of sending your new lead means of gauging their: - Company size - Budget range - Industry and more 3. Scoring System Within the filters as well, categorize the different leads using a weighted scoring system such as 1-5 or 1-10 to tag them as: - Hot leads: sent straight to your sales team - Warm leads: added to your nurture flow for conversion - Cold leads: moved to a more long-term workflow 4. Notifications After the leads have been properly tagged and moved to the proper workflows, they will then set off the proper notifications for each one. Hot leads led to an instant Slack message to the sales team and dealt with as quickly as possible. Warm leads were sent follow-up emails and other means of nurturing them to hot leads. Cold leads moved to storage for retargeting at a later date. For the results, sales teams will stop wasting too much time on bad leads and focus on getting them to be paying clients. This type of automation will also save busy businesses over 10+ hours simply by reducing the manual strain on systems related to client sorting. There are a lot of specific details in regards to the modules in the workflow, but this skeleton will be sufficient in saving you time and reducing manual labor. #automation #marketing #business #founder #innovation #productivity #innovation #education
How to Automate Lead Sorting with Make.com
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**🧠 Automated Follow-Up Flows that Never Forget** I’m really glad I had the chance to build this automated follow-up system for a B2B SaaS client’s inbound leads — something that used to sit forgotten in someone’s inbox is now instant, personal, and always on. We used **n8n**, **HubSpot CRM**, and the **Gmail API** to trigger email sequences based on lead behavior (form sign-ups, demo no-shows, or dormant trials). The result? Each lead gets exactly the right nudge, at the right time — without the sales team lifting a finger. This wasn’t about removing people from the process — it was about making sure the right conversations *actually* happen. Most businesses don’t need more staff — they need better systems. This automation: ✅ Saves 6+ hours per rep per week ✅ Boosts reply rates by 25% ✅ Keeps sales teams focused on selling, not chasing If your team is still juggling reminders, tasks, and spreadsheets just to follow up — we’d love to chat. We build Agentic AI Workflows, Smart Automation Systems, and AI-powered Business Assistants at **AgentCraft AI**. Let’s simplify your follow-ups. Message me directly or drop us a note at **info@agentcraft-ai.com**. #AIAutomation #AgenticAI #n8n #WorkflowAutomation #BusinessOperations #DigitalTransformation #ArtificialIntelligence #ProcessOptimization #TechForGood #SaaS
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Businesses often pile on tools thinking more = better. But what they actually need is smarter integration, not more tabs open. GoHighLevel is designed to address that. Here’s how it stands out: It consolidates CRM, email, SMS, funnels & websites in a single dashboard. gohighlevel.com +1 You can manage unlimited contacts and sub-accounts ideal for scaling without ballooning tool costs. The One Technologies +1 Multi-channel automation is built in: from missed call text backs to AI conversational bots. HighLevel+1 For realtors and investors, this kind of tool is a game changer: Leads captured via Facebook or TikTok can instantly trigger texts, emails and tasks. A unified pipeline means you see exactly where each deal is and step in only where you add value. The system handles the busy work while you focus on building relationships and closing deals. My Challenge to You If you’re using multiple tools to manage leads → follow-up → conversion, ask yourself this: Are you spending more time jumping between apps than selling? Drop a comment below and tell me: What’s the #1 tool you want to replace with one unified system? I’d love to hear what’s slowing you down.
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**📬 Auto-Follow-Up Workflows That *Actually* Get Responses** I’m really glad I had the chance to build a smart email follow-up system for a client struggling to keep prospects warm. Sales messages went unanswered. Opportunities slipped. And nobody had time to manually chase leads. So we built a solution using **n8n**, **Gmail**, and an embedded memory store. Here’s how it works: 1. New lead enters the CRM (we used HubSpot). 2. A personalized email is sent within 10 minutes. 3. If no reply comes in 2 days, a gentle follow-up goes out — fully tailored, not spammy. 4. Once they respond, the entire follow-up chain stops automatically. The result? ✅ 40% more replies ✅ No more forgotten leads ✅ Reps stay focused on real conversations, not reminders I love when technology removes friction instead of adding complexity. This kind of human-centered automation doesn’t replace anyone — it makes sales teams better. If you're curious about auto-follow-ups, smart CRMs, or intelligent sales assistants, I’m always open to chat. We’re AgentCraft AI — we build Agentic AI Workflows, Smart Automation Systems, and AI-powered Business Assistants. 📩 info@agentcraft-ai.com 💬 Or feel free to DM me here on LinkedIn. #AIAutomation #AgenticAI #n8n #WorkflowAutomation #BusinessOperations #DigitalTransformation #ArtificialIntelligence #TechForGood #ProcessOptimization #SaaS
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Imagine saving 20+ hours every month just by automating your client onboarding. At Santiny Tech Solutions, we built an AI-powered onboarding system for a B2B marketing agency struggling with manual proposals, contracts, and form management. Here’s what happened: • Proposals that took days to customize now generate in minutes with smart AI templates. • Contract signatures happen instantly through automation—no more back-and-forth email chains. • Client info automatically funnels into CRM and project management tools without manual entry. The result? The agency freed up 20+ hours per month, reallocated that energy into closing more deals and improving client relationships, and never looked back. If you’re tired of drowning in onboarding chaos, automation is your smartest growth lever. Think about what 20 extra hours a month could mean for your business growth and sanity. Because at the end of the day, working smarter with AI is not just a trend—it’s your competitive edge. #AIautomation #SmartGrowth #B2Btech #StartupTips #SantinyTechSolutions
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Your competitors are automating their lead follow-ups, client onboarding, and email sequences right now. The question isn't whether to use AI — it's whether you can afford not to. Oracle just launched an AI Agent Marketplace with 100+ pre-built agents. OpenAI released Tasks to automate repetitive workflows. Meanwhile, 66% of B2B marketers are shifting from volume-based outreach to AI-powered intent detection. The message is clear: automation is democratized and accessible. For coaches and consultants, this changes everything. You no longer need a technical team or custom development to automate your business. Pre-built AI agents can handle lead nurturing, client onboarding, follow-ups, and scheduling — freeing you to focus on what you do best: coaching and strategy. The time you save? Redirect it toward high-value client relationships and content creation. The competitive advantage isn't about having the fanciest tools — it's about using them strategically to scale without losing your personal touch. Are you ready to let AI handle the repetitive work so you can focus on growth? #CoachingBusiness #DigitalGrowth #AIAutomation
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