AI qualification of leads for a business coach: $180K in 2 months
ABOUT THE PROJECT:
A business coach from the USA sells group programs for scaling businesses priced between 5,000 and 15,000 USD. The website had a lead application form that brought in about 100 leads per week, but the sales manager spent hours manually filtering them — most applications were from people without a budget, not from the target audience, or just curious. There were only 8-10 real quality leads per week.
TASK:
- Automate lead qualification based on 6 criteria
- Filter out low-quality applications before they reach the manager
- Automatically schedule calls for suitable leads
- Integrate the system with the existing CRM (HubSpot)
- Create internal analytics for lead effectiveness
SOLUTION:
Built an AI pre-qualification system:
STEP 1. The lead fills out a form on the Webflow site (12 questions: business size, annual income, niche, pain points, budget, willingness to invest).
STEP 2. Make.com receives the data and sends it to GPT-4 with a custom prompt that considers the criteria of the coach's ideal client.
STEP 3. The AI evaluates the lead based on 6 parameters and assigns a final score from 1 to 100, adding a comment on why this program is suitable or not for the lead.
STEP 4. HIGH SCORE (75-100): the lead automatically receives a link to Calendly with available slots of the top manager, data is stored in HubSpot with the tag Premium Lead, and a notification is sent to the team via Slack.
STEP 5. MEDIUM SCORE (40-74): the lead receives an invitation to a free webinar or mini-course for warming up, and is added to a 14-day email sequence.
STEP 6. LOW SCORE (1-39): the lead receives a polite rejection with a recommendation for free resources. In the CRM, it is stored with a tag for future checks.
STEP 7. Once a week, an automatic report with analytics arrives in Notion: how many leads, which traffic sources provide the best leads, average score, conversion by segments.
TECH STACK:
Webflow, Make.com, OpenAI GPT-4, Calendly, HubSpot CRM, Slack, Notion API.
RESULTS AFTER 60 DAYS:
- 180,000 USD revenue from qualified leads
- 87% accuracy of AI qualification (confirmed by the manager)
- 24 scheduled calls per week (up from 8-10)
- Sales conversion increased by 4.2 times
- Saved 25 hours of manager's work per week
- Payback period for the system: 11 days
WHAT THE CLIENT RECEIVED:
- A fully functional AI qualification system operating 24/7
- A custom prompt tailored to their ideal client
- Integration with all existing tools
- Weekly analytics in Notion
- Documentation and video instructions in English
- 30 days of free support after launch
Do you want a similar system for your consulting or coaching practice? Write to me — we will discuss your task and calculate the cost based on your goals.
Cost starting from 1,200 USD (depends on the complexity of qualification criteria and the number of integrations).
Implementation time: 10-14 days.
A business coach from the USA sells group programs for scaling businesses priced between 5,000 and 15,000 USD. The website had a lead application form that brought in about 100 leads per week, but the sales manager spent hours manually filtering them — most applications were from people without a budget, not from the target audience, or just curious. There were only 8-10 real quality leads per week.
TASK:
- Automate lead qualification based on 6 criteria
- Filter out low-quality applications before they reach the manager
- Automatically schedule calls for suitable leads
- Integrate the system with the existing CRM (HubSpot)
- Create internal analytics for lead effectiveness
SOLUTION:
Built an AI pre-qualification system:
STEP 1. The lead fills out a form on the Webflow site (12 questions: business size, annual income, niche, pain points, budget, willingness to invest).
STEP 2. Make.com receives the data and sends it to GPT-4 with a custom prompt that considers the criteria of the coach's ideal client.
STEP 3. The AI evaluates the lead based on 6 parameters and assigns a final score from 1 to 100, adding a comment on why this program is suitable or not for the lead.
STEP 4. HIGH SCORE (75-100): the lead automatically receives a link to Calendly with available slots of the top manager, data is stored in HubSpot with the tag Premium Lead, and a notification is sent to the team via Slack.
STEP 5. MEDIUM SCORE (40-74): the lead receives an invitation to a free webinar or mini-course for warming up, and is added to a 14-day email sequence.
STEP 6. LOW SCORE (1-39): the lead receives a polite rejection with a recommendation for free resources. In the CRM, it is stored with a tag for future checks.
STEP 7. Once a week, an automatic report with analytics arrives in Notion: how many leads, which traffic sources provide the best leads, average score, conversion by segments.
TECH STACK:
Webflow, Make.com, OpenAI GPT-4, Calendly, HubSpot CRM, Slack, Notion API.
RESULTS AFTER 60 DAYS:
- 180,000 USD revenue from qualified leads
- 87% accuracy of AI qualification (confirmed by the manager)
- 24 scheduled calls per week (up from 8-10)
- Sales conversion increased by 4.2 times
- Saved 25 hours of manager's work per week
- Payback period for the system: 11 days
WHAT THE CLIENT RECEIVED:
- A fully functional AI qualification system operating 24/7
- A custom prompt tailored to their ideal client
- Integration with all existing tools
- Weekly analytics in Notion
- Documentation and video instructions in English
- 30 days of free support after launch
Do you want a similar system for your consulting or coaching practice? Write to me — we will discuss your task and calculate the cost based on your goals.
Cost starting from 1,200 USD (depends on the complexity of qualification criteria and the number of integrations).
Implementation time: 10-14 days.
Kharkiv 
Available for hire
Offer work