This SOP outlines a Lead Capture Automation Workflow designed specifically for a coaching and consulting business. The process integrates Wix, Airtable, and ClickUp using Make.com to automate the collection, organization, and follow-up of new leads. This workflow helps streamline client inquiries by capturing lead details, automatically creating tasks for follow-ups, and initiating email campaigns—ultimately improving operational efficiency and increasing client conversion rates.

Business Coaches and Consultants often receive multiple inquiries through their website from prospective clients. This workflow automates the lead intake process by capturing contact details through a form, logging the lead in Airtable for centralized tracking, creating a follow-up task in ClickUp, and sending a customized email sequence via Wix. This ensures leads are nurtured and followed up on without any manual intervention, reducing the risk of missed opportunities.