Leads and salesUses AI

Intake form to call prep brief

When someone applies, they get a confirmation within seconds, the application is logged, and I get a call prep brief written by Claude.

The problem it solves

Taking applications by hand means retyping answers, writing confirmations and preparing every call from scratch. Each step is small, and each one is easy to get slightly wrong when the day gets busy.

Not everything is automated, on purpose

The operational layer runs on its own: confirmation, logging, routing and preparation. The judgment call stays with me. Does what they are asking for match the package they came in for, and what do I need to know before the call?

Building this took several iterations. Each refinement came from careful testing: noticing what did not work and correcting it before the next run.

A setup like this sits in the Frame size: a webhook, a confirmation email, intake logging and a notification layer, several connected pieces working together.

How it runs

1
Trigger
Someone submits the intake form
A webhook on svdonline.com sends the answers to n8n the moment they hit submit.
2
Confirm
The applicant gets a confirmation
An email goes out right away with what to expect next, so nobody wonders whether their application arrived.
3
Log
The application is stored
Every application is saved in my database, ready to review whenever I am.
4
Prepare
Claude writes my call prep brief
A short summary, options within the package they chose, questions to ask on the call and any scope concerns.
5
Notify
The brief lands in my inbox
With links straight into my admin page for the next step.
6
Decide
I choose the next step
I review the application and send a booking invite from my admin. That step stays manual, on purpose.

If something fails, an error alert reaches my inbox straight away. Nothing breaks quietly.

What it connects

n8n
Receives the form, runs every step and routes the results.
Claude API
Writes the call prep brief from the applicant's answers.
Supabase
Stores every application so nothing depends on my inbox.
Email
Sends the confirmation to the applicant and the brief to me.

Works well with

Leads and salesNo-show follow-upWhen someone misses a discovery call, a kind follow-up goes out within seconds, with a link to book a new time.View workflow →

Leads and salesAutomation audit questionnaireA short questionnaire on my site. Claude reads your answers and writes a personal breakdown of what to automate first, then two more emails follow over the next week.View workflow →