Phoenix - Your AI AssistantBuild an AI lead capture and qualification workflow
Delivery in
7 days
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What you get with this Offer
I will build one fixed-scope AI lead capture and qualification workflow for your business.
The workflow will capture leads from one existing lead source, use AI to qualify or categorise them based on your criteria, and send the results to one destination such as a CRM or spreadsheet.
Included:
1 lead capture source
AI-based lead qualification or categorisation
Up to 5 qualification criteria
1 CRM or spreadsheet destination
Lead status/category and qualification result
Basic workflow testing
Setup documentation
1 revision
Not included: multiple lead sources, multiple CRM integrations, custom AI model training, complex CRM development, paid third-party software/API costs, or ongoing maintenance.
The workflow will capture leads from one existing lead source, use AI to qualify or categorise them based on your criteria, and send the results to one destination such as a CRM or spreadsheet.
Included:
1 lead capture source
AI-based lead qualification or categorisation
Up to 5 qualification criteria
1 CRM or spreadsheet destination
Lead status/category and qualification result
Basic workflow testing
Setup documentation
1 revision
Not included: multiple lead sources, multiple CRM integrations, custom AI model training, complex CRM development, paid third-party software/API costs, or ongoing maintenance.
What the Freelancer needs to start the work
Please provide:
Your existing lead source (form, website, landing page, etc.)
Your lead qualification criteria
Access to the relevant CRM or spreadsheet
Any required API/integration credentials
Examples of qualified and unqualified leads, if available
Please ensure the lead source and required accounts are accessible before work begins.