AI Agency Intake AI Lead systems for marketing agencies

Fixed-fee setup in 3-5 days

Turn agency inquiries into organized follow-up.

We set up an AI-assisted intake system that captures new leads, summarizes and qualifies them, updates your CRM or sheet, drafts the reply, and alerts your team before good opportunities cool off.

Try the Demo View Packages
3-5 days typical setup window
$500+ starter sprint
No-code first built around your tools
Lead Intake Console

New strategy-call lead

BrightPath Dental Group wants more implant consults across 4 clinics.

High fit
1
CapturedWebsite form, DM, booking page, or inbox
Done
2
SummarizedBudget, pain point, urgency, service interest
Done
3
RoutedCRM or sheet updated with owner and status
Done
4
Follow-up readyReply draft and team alert generated
Done
Reply within minutes

Every hot lead gets a clear next step instead of sitting in an inbox.

Fixed-fee setup, no retainer required
Built with your current CRM or sheet
Payment can run through Upwork escrow
Not lead generation or ad management

A practical intake layer for small agencies.

This is not a CRM migration or a custom software build. It is a focused workflow that makes the tools you already use respond faster and more consistently.

Lead capture

Connect forms, Calendly, Typeform, Facebook lead forms, email, or a manual intake form.

AI qualification

Extract the pain point, service interest, budget signal, urgency, and next recommended action.

Follow-up speed

Draft a personalized reply and alert the owner or sales team with the lead summary.

Built as a tight sprint.

Clear scope, quick delivery, and one revision pass after testing.

1

Map

Lead sources, CRM fields, notification channel, and qualification rules.

2

Build

No-code automation, AI prompt, destination update, and follow-up draft.

3

Test

Run sample leads through the workflow and adjust unclear outputs.

4

Handoff

Deliver the workflow, notes, and a short walkthrough for your team.

Try the workflow demo.

Submit the mock lead to see how the system summarizes, scores, updates, drafts, and alerts.

New agency lead

Use the sample or edit the fields.

1. Capture

Ready

Waiting for form, DM, or website inquiry.

2. AI Summary

Ready

The AI summary will appear here after submission.

3. CRM / Sheet Update

Ready

No record created yet.

4. Follow-up Draft

Ready

Follow-up email draft will be generated here.

5. Team Alert

Ready

Slack, email, or Teams alert pending.

Simple fixed-fee packages.

Start with one working intake workflow. Add complexity only when the first system proves useful.

Starter Setup

$500

For one lead source and one destination.

  • 1 lead source
  • Google Sheet or existing CRM update
  • AI summary and lead score
  • Follow-up email draft
  • Email or Slack notification
  • Handoff walkthrough
Most complete

Premium Setup

$1,000

For multiple sources or more routing logic.

  • Up to 3 lead sources
  • CRM fields, tags, and pipeline stage
  • Lead routing rules
  • Follow-up draft plus 2-step sequence
  • Priority labels in team alerts
  • Testing, documentation, and walkthrough

Questions agencies usually ask.

Do we need to switch CRMs?

No. The sprint is designed to work around your current CRM, spreadsheet, inbox, or automation tools.

Is this lead generation?

No. This improves what happens after a lead arrives. It helps prevent slow replies, messy handoffs, and missing context.

What tools do you use?

Usually Make, Zapier, Google Sheets, Airtable, HubSpot, Pipedrive, GoHighLevel, Slack, Gmail, and AI workflow steps.

How fast can it be delivered?

Most starter setups can be delivered in 3-5 days after access and example leads are provided.

Want to see if your lead flow is a fit?

Send a short note with your website, CRM, and main lead source. We will reply with the simplest sprint scope.

Open Gmail
automationlcolead@gmail.com