Stop losing 30–70% of leads between submission and first response.
Score every inbound lead on fit and urgency. Route to the right person on an SLA. Fire the right follow-up — automatically, with human approval where it counts.
You don't have a lead generation problem. You have a lead handling problem.
Three failure modes show up in every intake audit:
Slow first response
Leads waiting > 5 minutes for a reply convert at a fraction of leads contacted in < 5 minutes. The math compounds against you every hour.
No prioritization
Every lead treated equal. Your team burns time on tire-kickers and starves high-fit prospects. The CRM's single-score system makes this worse, not better.
No memory
Form data dies in an inbox. The next touchpoint asks the same questions. Returning leads get treated like strangers.
Inside the kit ZIP.
Nine top-level files. Drop into Notion, n8n, or Make and ship in a weekend.
00-START-HERE.md5-minute onboarding + the four rules
01-pick-your-vertical.md60-second decision tree
02-form-schemas/8 filesIndustry-specific intake JSON schemas
03-prompts/3 filesLLM scoring + extraction + follow-up draft
04-email-templates/9 filesHot brief + warm 3-touch + cold 5-touch
05-blueprints/2 filesn8n + Make.com workflow exports
06-data/3 filesCRM tag CSV, dashboard SQL, spam list
09-deploy-checklist.md45-step printable
10-setup-video-script.md30-min Loom walkthrough
Six panels. One morning glance.
Every install dashboard ships with the same six opinionated views. No vanity metrics, no widgets you'll never read — every panel drives a decision. Try the period tabs.
MS-INTAKE Dashboard
Median first-touch in minutes for hot / warm / cold. Red flag any owner missing the 5-minute SLA.
Every hot/warm lead with no touch in 7+ days, sorted by fit score. The single panel that pays for the install.
Which channels send tire-kickers, which send the wallets — qualified % per source.
Open / click / reply / opt-out per touch. Kill the worst-performing one quarterly.
Dashboard shown is the Full Install tier. Kit users build a lightweight version of the same six panels in Airtable + Notion using the SQL queries in 06-data/dashboard-queries.sql. Numbers above are illustrative — real installs surface your actual lead data.
Opinionated middle layer between your form and your CRM.
| Component | What it does |
|---|---|
| Form generator | Turns industry + objective + budget into a tailored intake schema |
| Scoring framework | Fit (0–100) + urgency (low/med/high) on every submission |
| CRM routing | Tag taxonomy + routing rules per tier and team |
| Follow-up sequences | Cold / warm / hot tracks with reply detection |
| Qualification filters | Spam, duplicate, disqualifier rules |
| Analytics dashboard | Six opinionated panels with SQL queries |
| Upsell triggers | Signals that flag existing customers for higher tiers |
| Implementation docs | Stack, data model, 45-step deploy checklist |
Two scores, not one.
Most CRMs collapse lead quality to a single number. That fails because it conflates two questions: should we talk to them (fit), and how fast (urgency). A high-fit lead with no urgency deserves a thoughtful 24-hour reply. A medium-fit lead in a panic deserves a 5-minute call. Single-score systems treat them the same. We don't.
| Fit | Urgency | Tier | SLA |
|---|---|---|---|
| ≥ 70 | high | hot | 5 min |
| ≥ 70 | medium / low | warm | 60 min |
| 40–69 | high | warm | 60 min |
| 40–69 | medium / low | cold | 24 hr cadence |
| < 40 | any | disqualified | — |
Three tiers. All upgrade into the next.
Add-ons available à la carte to any tier: MS-QUALIFY, MS-FOLLOWUP, MS-ROUTING.
Self-install kit
You wire it up. Live in a weekend.
- 8 industry-specific intake form schemas
- Two-dimensional scoring (fit + urgency) + LLM prompts
- CRM tag taxonomy (HubSpot / Pipedrive / GHL / Jobber)
- Hot / warm / cold cadence templates with reply detection
- Qualification filters + dashboard panel SQL
- Day-by-day install runbook + 30-day email support
Light install
We deploy into your existing CRM.
- Everything in the kit
- Done-for-you deployment into HubSpot / Pipedrive / GHL / Jobber
- Schema customization + scoring weight calibration
- Cadence templates wired to your sender domain
- 30-day go-live with dual-track validation
- Monthly retainer covers tweaks, new workflows, optimization
Full install
Light install + custom dashboard.
- Everything in Light install
- Custom Next.js dashboard at dashboard.your-domain.com
- Six opinionated panels with real-time data
- Multi-form routing for multiple service lines
- Google OAuth for your team
- 45-day go-live with leadership walkthrough
Common patterns in inbound pipelines.
Patterns below describe the kinds of pain audits typically reveal, not specific customer outcomes. Actual lift in your system depends on traffic, ICP, and team behavior.
Most teams have 5–15 leads in their pipeline that scored well enough to act on but haven't been touched in 7+ days.
The fastest fix in any pipeline. Leads that wait an hour for a reply convert at a fraction of the rate of leads contacted in 5 minutes.
Touch 2 fires after the prospect already replied to Touch 1. Most cadence tools we've audited get this wrong.
Out-of-area leads, budget-low leads, vendor pitches dressed as inquiries — all of them eat owner time when nothing filters them.
Frequently asked
HubSpot, Pipedrive, GoHighLevel, and Jobber out of the box. Other CRMs are typically a 30-min discovery call to confirm fit — most modern CRMs with a webhook + tag system work.
No. MS-INTAKE wraps your existing form via webhook. Your form stays where it is — Tally, Typeform, Webflow, native React, all fine.
Never on hot or warm leads — those require human approval for the first touch. Cold cadences run autonomously and stop the second a lead replies. The rule is documented in the kit.
Yes — kit tier requires it (typically $5–30/mo at SMB volume). Light, Full, and Operations tiers include LLM costs in the retainer.
You own the install. Retainer covers ongoing optimization, new workflows, and integrations. Cancel anytime — the system keeps running.
30-day, no questions. If the kit doesn't fit, email and I'll refund. I'd rather have a clean exit than a frustrated customer.
You don't need more leads.
You need to stop losing the ones you have.