Ops Blueprint

Every Lead Captured.
None Left Sitting in an Inbox.

A webhook-to-CRM pipeline that captures form submissions, scores them, writes them to your tracker, and starts the right follow-up sequence — automatically.

$19 one-time · instant download
Buy Now — $19 → See What's Inside

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What's Included

What You Get

The exact system we run in our own business, packaged so you can import it and use it the same day.

  • ✓ Importable Make.com scenario — the lead-capture-blueprint.json flow — webhook, CRM/Sheets write, notification, and sequence trigger
  • ✓ BANT + fit scoring rubric — the exact qualification criteria we score on: budget, authority, need, timeline, and ideal-customer fit
  • ✓ Hot / warm / cold tier rules — score bands at 70–100, 40–69, and 0–39 with a defined action for each tier
  • ✓ Three follow-up sequence templates — a 3-email sequence inside 72 hours for hot leads, weekly nurture for warm, and a low-touch monthly newsletter track for cold
  • ✓ Field mapping worksheet — map any form builder's fields to your spreadsheet or CRM columns without guesswork
  • ✓ Edge-case handling rules — duplicate submissions, missing required fields, out-of-scope leads, and timeout fallbacks
Who It's For

Is This a Fit?

✓ Best for

  • ✓ Consultants, agencies, and service businesses collecting leads through web forms
  • ✓ Teams whose leads currently arrive by email and sit there until someone remembers
  • ✓ Businesses using Google Sheets, HubSpot, Freshsales, or a similar CRM
  • ✓ Anyone who wants consistent follow-up without hiring a sales ops person

✗ Not for

  • — Enterprise teams needing a custom multi-system integration with approval workflows
  • — Businesses with no defined qualification criteria — you need to know what a good lead looks like before automating
  • — Anyone expecting the tool to write personalized sales emails for them; the templates are starting points you customize

Straight talk: This is the intake and qualification logic we run in our own business, packaged as an importable Make.com scenario. Scoring is rules-plus-template based: you set the thresholds and write the final email copy, so results depend on the quality of your qualification criteria.

How It Works

From Purchase to Running in Under 30 Minutes

1

Import and connect the webhook

Import the JSON into Make.com and copy the webhook URL into your form builder or landing page.

2

Map your CRM fields

Authorize Google Sheets or your CRM and map each form field to the right column using the worksheet.

3

Set thresholds and sequences

Adjust the score bands if needed, load the email templates, and submit a test lead to verify the full path.

FAQ

Common Questions

Which form builders work?

Any form that can POST to a webhook — Jotform, Typeform, Google Forms via a connector, or a custom HTML form. The setup guide covers the common cases.

Do I need a CRM?

No. A Google Sheet works out of the box and is the default path. CRM modules are included for HubSpot and Freshsales.

How are leads scored?

A rules-based BANT + fit score with clear weights. It is deliberately transparent so you can audit and adjust it, rather than a black-box model.

What happens to duplicates?

The scenario checks your tracker before writing. Duplicate email submissions on the same day are skipped rather than creating two records.

Get Started

Turn Form Submissions Into Follow-Up

Import the pipeline and give every lead a next step instead of an unread email.

Buy Now — $19 → Browse All Products

Questions before you buy? Email hello@shaynesailab.com.