System 3 • AI-Powered

Lead Generation Workflow

AI captures, qualifies, and nurtures leads from everywhere — automatically. Never miss an opportunity again.

Deploy AI System View Workflow

3+

Lead Sources

AI

Qualification

24h

Auto Follow-up

100%

Coverage

Multi-Source Capture

Pull leads from website forms, Instagram DMs, LinkedIn messages, and more — all in one place

AI Classification

Automatically tag leads as Cold, Interested, or Ready to Start based on message content

Instant Alerts

Get notified via email or WhatsApp when high-intent leads arrive — respond while they're hot

AI-Powered Lead Pipeline

Watch how AI automatically manages your entire lead generation process

Lead Sources

Website Forms

Contact forms, quote requests, newsletter signups

Instagram DMs

Direct messages from followers and prospects

LinkedIn Messages

Inbound messages and connection requests

1

Lead Captured

Every message, form submission, and DM is automatically captured and stored in your central database

Instant Capture All Sources Central Database

2

AI Analyzes & Tags

AI reads the message content and automatically classifies lead intent and priority

COLD

General inquiry

INTERESTED

Asking specifics

READY

Wants to start

3

Smart Actions Triggered

System automatically takes the right action based on lead priority

Auto-Reply (24h)

Send personalized follow-up based on lead type

Notify You (High-Intent)

Email or WhatsApp alert for "Ready to Start" leads

Create Tasks

Auto-generate: "Reply," "Send Starter Kit," "Schedule Call"

4

AI Assistant Helps You

AI provides intelligent support for your manual follow-ups

Suggest reply drafts

Recommend next steps

Track engagement

Prioritize responses

AI Capabilities

Powered by advanced AI to understand, classify, and respond intelligently

Message Classification

AI reads message content to understand intent, urgency, and next steps

Example Message:

"Hi, I'm interested in automating my business processes. Can we chat?"

INTERESTED Schedule Call

Example Message:

"I need to automate our client onboarding ASAP. Let's start this week."

READY TO START High Priority

Reply Suggestions

AI drafts personalized reply suggestions based on message context

SUGGESTED REPLY 1 (Friendly)

"Hi! Thanks for reaching out. I'd love to chat about automating your processes. Here's my calendar link to book a quick 15-min call..."

SUGGESTED REPLY 2 (Direct)

"Let's do it! I have availability this week. Would Tuesday or Thursday work better for a kickoff call?"

SUGGESTED REPLY 3 (Value-First)

"Great timing! Here's a quick case study showing how we automated onboarding for a similar business..."

Next Steps Engine

AI recommends the best action to take for each lead

Schedule Call Immediately

High intent detected - send calendar link now

Send Case Study

Lead needs more proof - share relevant example

Offer Starter Package

Ready to start - present automation offer

Lead Scoring

AI assigns priority scores to help you focus on high-value leads

95

Sarah Chen

Ready to start, mentioned budget

HOT

72

Mike Rodriguez

Interested, asking questions

WARM

45

Emma Wilson

General inquiry, exploring options

COOL

Setup & Integration

Connect your lead sources and let AI handle the rest

Zapier / Make

Automation backbone

OpenAI API

AI classification engine

Lead Database

Airtable or Notion

Alerts

Email or WhatsApp

Connect Your Lead Sources

Website Forms

Contact form webhooks
Typeform integration
Google Forms sync

Easy webhook setup

Instagram DMs

Business account required
Meta Graph API
Real-time message capture

Requires Meta Business

LinkedIn Messages

Premium account recommended
LinkedIn API integration
Connection request tracking

Advanced integration

Setup Process

1

Setup Database

Create Airtable or Notion database with fields: Name, Source, Message, Tag, Score, Status

2

Connect Lead Sources

Link website forms, Instagram, and LinkedIn to Zapier/Make workflows

3

Configure OpenAI

Setup AI prompts for message classification, lead scoring, and reply suggestions

4

Setup Auto-Responses

Create email/DM templates for each lead type with 24-hour delay triggers

5

Configure Notifications

Set up email or WhatsApp alerts for high-priority "Ready to Start" leads

6

Test & Deploy

Send test leads through each source, verify AI classification, go live

Estimated Monthly Tool Costs

Automation Platform

Zapier/Make

AI Processing

OpenAI API

Database

Airtable/Notion

Tool costs vary by usage volume

AI-Powered Lead Generation

Never Miss a Lead Again

Let AI capture, qualify, and nurture every lead automatically while you focus on closing deals.