01 — CLIENT INTAKE FORM (Jotform)
🏠 Property Inquiry Form
Sarah Chen Realty
Full Name required
Email Address required
Are you looking to buy or sell? required
Budget Range required
When are you looking to move? required
Area of interest optional
🎓 Client Onboarding Form
Webb Coaching
Full Name required
Email Address required
What is your business? required
Your #1 goal for this program required
Current monthly revenue required
Biggest challenge right now required
● MAKE.COM RUNNING
Real Estate Scenario 1
● MAKE.COM RUNNING
Coaching Scenario 1
02 — CRM DATABASE (Airtable)
🏠 Leads Table
Sarah Chen Realty CRM
| Name | Intent | Budget | Timeline | Status |
|---|---|---|---|---|
| Maria Torres | Buy | $300K–$500K | 1–3 months | Replied |
| Kevin Park | Sell | $500K–$800K | ASAP | Meeting Booked |
| Diane Okafor | Buy | Under $300K | 3–6 months | New |
🎓 Clients Table
Webb Coaching CRM
| Name | Business | Revenue | Challenge | Stage |
|---|---|---|---|---|
| Alex Nguyen | SEO Agency | $2K–$10K/mo | Getting clients | Call 1 Done |
| Simone Black | Life Coach | $0–$2K/mo | Pricing offer | Welcome Sent |
| Omar Hassan | Ecomm Store | $10K–$30K/mo | Systems | Active |
03 — AUTOMATION FLOW (Make.com)
🏠 Scenario 1 — New Lead Response
IDLE
🎣
Webhook Trigger
Make.com
🗄️
Create Record
Airtable
📧
Send Email
Gmail
💬
Slack Alert
Slack
✏️
Update Status
Airtable
✅
Done
Make.com
🎓 Scenario 1 — New Client Onboarding
IDLE
🎣
Webhook Trigger
Make.com
🗄️
Create Client
Airtable
📧
Welcome Email
Gmail
💬
Slack Welcome
Slack
✏️
Update Stage
Airtable
✅
Done
Make.com
04 — AUTO EMAIL + SLACK NOTIFICATION
📧 Gmail — Auto Reply
Real Estate
Gmail — Sent
⏳ Submit the form above to trigger the auto-reply
—
💬 Slack — #new-leads
Real Estate
#
new-leads
📧 Gmail — Welcome Email
Coaching
Gmail — Sent
⏳ Submit the form above to trigger the welcome email
—
💬 Slack — #new-clients
Coaching
#
new-clients