23d • 📚 AI Tools & Resources
Tool Drop Wednesday
THE OLD WAY
Copy/paste leads from inbox to CRM, pay VAs to babysit tasks, miss follow-ups — costs 10+ hours/week and 1–2 deals/month.
THE TOOL
Make.com is a drag-and-drop automation canvas that connects your email, sheets, calendar, and CRM so the admin runs itself.
DEPLOY THIS:
```
1) In Google Sheets, create a tab “Leads” with columns:
First Name | Last Name | Email | Phone | Lead Type | Source | Budget | Neighborhoods | Notes | Status
2) In Make.com, create a new Scenario:
Trigger: Google Sheets > Watch Rows
Spreadsheet: your Leads sheet
Sheet: Leads
Filter: Only continue if Status is empty
Action: Gmail > Send an email
To: {{Email}}
Subject: Quick next steps for your home search
Body:
Hi {{First Name}},
Got your inquiry on {{Neighborhoods}} around {{Budget}}. I’ll send options shortly.
To move fast, pick a time here: [your Calendly link].
Or text me at {{Phone}} for VIP access.
— {{Your Name}}
Action: Google Calendar > Create an event
Title: Follow-up: {{First Name}} {{Last Name}} – {{Lead Type}}
Start: now + 24h, 9:00 AM
Description: Source: {{Source}} | Budget: {{Budget}} | Notes: {{Notes}}
Action: Slack > Send a message
Channel: #new-leads
Message:
New lead: {{First Name}} {{Last Name}} ({{Lead Type}})
Budget: {{Budget}} | Areas: {{Neighborhoods}}
Email: {{Email}} | Phone: {{Phone}}
Status: auto-ack sent; follow-up scheduled.
3) Turn the Scenario ON.
```
Result: 8–12 hours/week saved and sub-60-second lead response without hiring another VA.
#MRAI
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Tool Drop Wednesday
