Phoenix - Your AI AssistantBuild automated lead qualification for your CRM
Delivery in
3 days
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What you get with this Offer
Your team manually reviews incoming leads? Valuable prospects often get lost in the noise and your CRM quickly becomes messy?
I build a structured lead intake and qualification system that automatically evaluates incoming leads and sends only qualified opportunities to your CRM.
This helps sales teams focus on real prospects instead of sorting through low-quality inquiries.
HOW IT WORKS:
• captures leads from a website form or incoming email
• normalizes and structures lead data
• checks for duplicate submissions
• analyzes lead intent and request quality
• if information is incomplete, sends a second-stage qualification form
• performs final qualification after the response
• automatically creates a Deal in HubSpot for qualified leads
• logs and organizes other inquiries
The system uses controlled AI scoring to evaluate lead intent and route requests correctly.
AI is used only within predefined rules — no autonomous agents and no unpredictable decisions.
BASE OFFER INCLUDES:
• one lead source (form or email)
• lead qualification and intent scoring
• automatic deal creation in HubSpot
• duplicate protection
• tested workflow with explanation
PLATFORM REQUIREMENTS:
The system is designed to work with free service tiers, so you do not need expensive software subscriptions.
The workflow can operate using:
• HubSpot CRM (Free plan)
• Tally forms (Free plan)
• Brevo email (Free plan)
• Google Sheets (Free plan)
• n8n automation platform
The only paid component is OpenAI API, which is used for lead intent evaluation.
This typically costs only a small amount because the system uses a lightweight model.
The system is optimized out of the box for HubSpot CRM (Free plan).
To ensure correct routing and scoring, I will create the required custom properties inside your HubSpot account (lead score, qualification status, routing flags). This configuration is included in the setup.
No paid CRM upgrade is required for the core functionality!
NON INCLUDED:
• full CRM architecture
• marketing automation systems
• lead generation services
• multi-source pipelines
BEFORE ORDERING:
Send a short description of your lead source and CRM setup so I can confirm the scope before starting.
I build a structured lead intake and qualification system that automatically evaluates incoming leads and sends only qualified opportunities to your CRM.
This helps sales teams focus on real prospects instead of sorting through low-quality inquiries.
HOW IT WORKS:
• captures leads from a website form or incoming email
• normalizes and structures lead data
• checks for duplicate submissions
• analyzes lead intent and request quality
• if information is incomplete, sends a second-stage qualification form
• performs final qualification after the response
• automatically creates a Deal in HubSpot for qualified leads
• logs and organizes other inquiries
The system uses controlled AI scoring to evaluate lead intent and route requests correctly.
AI is used only within predefined rules — no autonomous agents and no unpredictable decisions.
BASE OFFER INCLUDES:
• one lead source (form or email)
• lead qualification and intent scoring
• automatic deal creation in HubSpot
• duplicate protection
• tested workflow with explanation
PLATFORM REQUIREMENTS:
The system is designed to work with free service tiers, so you do not need expensive software subscriptions.
The workflow can operate using:
• HubSpot CRM (Free plan)
• Tally forms (Free plan)
• Brevo email (Free plan)
• Google Sheets (Free plan)
• n8n automation platform
The only paid component is OpenAI API, which is used for lead intent evaluation.
This typically costs only a small amount because the system uses a lightweight model.
The system is optimized out of the box for HubSpot CRM (Free plan).
To ensure correct routing and scoring, I will create the required custom properties inside your HubSpot account (lead score, qualification status, routing flags). This configuration is included in the setup.
No paid CRM upgrade is required for the core functionality!
NON INCLUDED:
• full CRM architecture
• marketing automation systems
• lead generation services
• multi-source pipelines
BEFORE ORDERING:
Send a short description of your lead source and CRM setup so I can confirm the scope before starting.
What the Freelancer needs to start the work
To get started, please provide:
1. Information about your lead source (website form or incoming email)
2. Access to your HubSpot account and all other services mentioned above
3. Example of a typical lead submission or inquiry
4. Your criteria for qualifying leads (what counts as a good lead for your business)
If you already have a form or lead capture system, please share a link or screenshot so I can review the structure before building the workflow.