Lead Qualifier + Research + Voice Agent + Proposal Automation
End-to-end lead intake, AI scoring, research enrichment, follow-up, and automatic proposal creation.
Teams lose high-intent leads because qualification is manual, slow, and inconsistent. Proposal turnaround takes days, and follow-up is often late.
A Make-based system that scores leads with AI, enriches them with research, routes outcomes, triggers follow-ups, and generates PandaDoc proposals in minutes.
Real improvements, not just automation
Here's exactly what changes for your business when this system is running.
Respond to every high-intent lead in minutes — not hours or days — before competitors even reply.
Stop guessing which leads are worth your time. AI scores and ranks them automatically so your team focuses only on real opportunities.
Eliminate the 2–3 day proposal bottleneck. Every qualified lead gets a branded, personalized proposal without touching a template.
Every lead interaction is logged in Airtable — giving you a clean audit trail and data to improve your sales process over time.
Scale your lead volume without hiring more sales reps. The system handles qualification and outreach at any volume.
Agencies, consultancies, and B2B service businesses that receive inbound leads and want to close faster without adding headcount.
How the system works
A full walkthrough of every automated step — from trigger to outcome.
- Step 1New lead enters Airtable (trigger)
- Step 2AI analyzes intent, urgency, and quality
- Step 3Text parsing converts AI output into structured fields
- Step 4HTTP enrichment: company/website/context signals
- Step 5Router splits qualified vs non-qualified flows
- Step 6Qualified: AI drafts proposal content
- Step 7JSON formatting prepares document-ready fields
- Step 8PandaDoc generates proposal and returns a shareable link
- Step 9Slack/Gmail notifications fire instantly
- Step 10Optional: Vapi voice agent calls for verbal qualification
What makes this premium
This isn't a basic template. Here's what sets it apart.
Built with routing logic, clean data shaping, and audit-friendly records in Airtable.
Designed for scale: modular steps, reusable prompts, and clear fallbacks.
Client-ready outputs: structured qualification notes + branded proposal documents.
See it in action
Actual automation scenario — not a mockup.
Full Make.com scenario — Airtable trigger through AI scoring, routing, PandaDoc proposal, and Vapi voice call
Let's build this for your business.
Book a strategy call. We scope the workflow, define outcomes, then build with clear delivery milestones.