Operators bleeding warm enquiries across DMs, email, voicemail and sticky notes with no single source of truth. Leads that arrive everywhere, get followed up inconsistently, and quietly die before a sale ever starts.
Lead Capture System — a revenue system, not another loose form.
A lead intake flow that captures, qualifies and routes enquiries into a single source of truth — so no warm lead ever dies in DMs again.
Why it matters
Engineered around: Leads that arrive everywhere, get followed up inconsistently, and quietly die before a sale ever starts.
Why it matters
Launch window of 2-4 days at from $750 entry scope, with room to grow into full crm, automated follow-up, client portal, sales dashboard.
Why it matters
Built to slot into your existing stack — Forms, Sheets/Airtable, Email, Notion — without forcing a rebuild.
Why it matters
Scoped as a tight first version, not a six-month engagement disguised as a starter package.
What is included
Scope that can launch, then grow.
Fast-launch packages are confirmed upfront.
Core inclusions
Lead form
Lead notification
Lead database/sheet
Status fields
Follow-up reminders
Basic pipeline view
Likely connections
Forms
Sheets/Airtable
Email
Notion
CRM
Task board
Build sequence
Clicking intake is the start of controlled scope, not blind checkout.
01
Map the enquiry path from first touch to closed-won
Used where hidden complexity can change effort, timeline, or tools.
02
Build the capture, pipeline and notification layer
Kept practical, visible, and connected to the final handoff.
03
Wire reminders, status changes and ownership rules
Kept practical, visible, and connected to the final handoff.
04
Hand over the operating view your team will actually use
Kept practical, visible, and connected to the final handoff.
Expected outcome
What this should change in the business.
Leads that arrive everywhere, get followed up inconsistently, and quietly die before a sale ever starts.Connects with Forms, Sheets/Airtable, Email, Notion from day oneExpands into Full CRM, automated follow-up, client portal, sales dashboard when the business is readyDesigned to compound, not depreciate, the moment the first version goes live
Before intake
Have these answers ready.
Client provides
Every current place a lead can arrive (site, socials, ads, referral, phone)
What fields you actually need to qualify a lead versus what's just noise
Who needs to be notified, in what tool, and on what trigger
How a lead should be moved from new to quoted to won or lost
FAQ
Every lead lands in the same shape — qualified, timestamped, source-tagged and ready to action.
Notifications and reminders are wired so follow-up never depends on memory again.
The structure is designed to graduate into a full CRM without a rebuild later.
SALE-P006 / Ready for the form
Lead Capture System
The intake form collects the details needed to review scope, confirm payment timing, and prepare the right invoice or proposal path.