Personalized Lead Management Assistant

Here's how to start using this automation today:

Open Make.com.

Start a new scenario.

Click the three dots on the far right of the "run" bar at the bottom left of your screen.

Select "Import Blueprint" and select the JSON file (Blueprint) we emailed to you.

Connect your accounts within the nodes, tweak the prompts, and schedule it to your liking.

Enjoy!

Contact us if you need assistance.

1. What does this actually automate?
✅ It automates everything from new lead intake → AI research → proposal generation → personalized email → Slack notification. You just check Slack and close.

2. Do I need to know how to code?
Nope.
It’s all point-click inside Make.com.
You get a full PDF guide and starter Google Sheet to make setup brain-dead simple.

3. Will the emails and proposals sound like me?
Yes — because you define your Brand Context once.
The AI pulls tone, offers, signature, and voice directly from your inputs.

4. How fast does it run?
Once a new lead hits the sheet, most outputs (research + proposal + email) are completed in under 3 minutes.

5. What tools do I need to run this?
Just:
✔ Make.com account
✔ Google Workspace (Sheets, Docs, Gmail, Drive)
✔ OpenAI API key
✔ Perplexity Pro API key
✔ Optional: Slack

6. Can this work without Slack?
Yes. Slack is just for notifications.
You can skip it or replace with email ping if you want.

7. Can I customize the proposal layout and messaging?
Absolutely.
All prompts are editable. But the system already pulls your pricing, offer stack, and tone from the Brand Context module.

8. What happens if the lead is low-quality or outside my budget range?
The workflow filters by Monthly Recurring Revenue (MRR).
If a lead doesn’t meet your minimums, the system follows an alternate logic path — still respectful, still personalized.

9. Will this replace my CRM?
Not directly.
This is a pre-CRM assistant — it handles the initial qualification + outreach.
You can integrate CRM later, or keep it lean.

10. What if I get stuck during setup?
The install guide walks you through everything step-by-step.
But if you need help, you can always book a 1:1 setup call or check the support channel.

Need help making this automation work?

Contact Charles at Charles@collaborativemindai.com, and we'll set up training ASAP to put you in the fast lane with our AI-powered blog creation solution.

This digital product is non-refundable. All sales are final. Please make sure this system meets your needs before purchasing. If you have any questions about the content or format, feel free to contact us before making your purchase.