How I Helped a Client Automate Lead Qualification + Data Routing in Minutes (Not Hours)

I recently worked with a fast-growing team that was struggling to keep up with the volume of incoming leads from multiple platforms. They were spending hours manually qualifying, organizing, and routing data across tools like Google Sheets, email, and internal dashboards.

So I built this custom automation workflow.

Here's what it does:

Collects leads from multiple sources
Automatically qualifies them with custom rules
Pushes clean data into Google Sheets for each segment
Notifies the right team based on lead type
Creates follow-up actions in the team’s internal system

All of this, without anyone lifting a finger.

✅ Benefits the client now enjoys:

Zero manual sorting: everything is clean and routed instantly
Faster team response times: no more delays in lead follow-up
Accurate segmentation: ideal for cold email, sales, and CRM
One-click reporting: because the data is now centralized

Why it worked:

I took time to understand their exact process, mapped every step, and made the workflow feel like a natural extension of their team. It’s not just about automation, it’s about making space for what matters most: the work only humans can do.

If you're building a business and spending time on repetitive tasks, I’d love to take a look and show you what’s possible. No pressure, just solutions that actually fit your workflow. 🙌

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