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    Zapier · AI · Lead follow-up

    AI lead handling: every enquiry read, scored and followed up

    AI reads each website enquiry, scores the lead out of 100, alerts you about hot leads, follows up warm ones and sends one summary email a day.

    Video, 3 minutes · Flowchart · Fillable PDF · 9 pages

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    I add each new automation here with a video, a flowchart and a guide as I build it. If you have a task you would like to see automated, tell me about it on a free call.

    I can build an automation for your business.

    I set it up in your own account, connect it to your forms and CRM, and test it with you before it goes live.

    Book a free callCRM & Workflow Support

    Common questions

    Automations FAQ

    A silent video walkthrough with captions, a flowchart of how it works, a short list of what it does, and a free step-by-step guide you can download.

    Yes. Each one comes with a free PDF guide that lists every step, every setting and the exact scripts I used, with a tick box for each step.

    Zapier and Make, along with the CRMs they connect to, such as GoHighLevel, HubSpot and Keap. I pick the tool that fits what you already use.

    Yes. I can set it up in your own account, connect it to your forms and CRM, and change it to suit how you work. Book a free call to talk it through.

    First month free

    Rella: a CRM built for coaches.

    Rella keeps your enquiries, clients, session notes, intake forms, tasks and online booking in one place. You can try it free for your first month.

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