AI-Powered Client Intake: From Web Form to Personalized Email in Seconds

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  1. Client Completes a Web Form (designed with a form builder like Fillout)
  • Captures essential contact information and service needs
  • A clean, responsive design reduces friction and improves conversion rates
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  1. Data Automatically Stored in Notion Database (Fillout has a built-in integration for this)
  1. Real-Time Slack Notifications
  • Team instantly alerted about new leads
  • Includes key client details for quick assessment
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  1. AI-Generated Personalized Response
  • Tailored email draft based on client’s specific needs
  • Saves time while maintaining a personal touch
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  1. Email Module
  • Professional email drafted to new lead
  • Demonstrates responsiveness and attention to detail
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How you can this system be customized :

  1. Form:

    • Adapt fields to match your specific business requirements
    • Customize design to integrate with your website aesthetics
    • Alternative platforms: Tally, TypeForm, Google Forms, etc.

  2. Data Storage:

    • Alternative platforms: Notion, Airtable, Google Sheets, HubSpot CRM, etc.

  3. Notification System:

    • Alternate platforms: Email, Discord, etc.

  4. AI Response:

    • Customize prompt to fit your style and business

  5. Email:

    • Alternate email providers: Outlook, Yahoo Mail, etc.