Goal: Help small business owners automatically collect leads, respond to inquiries, and follow up via email — all without hiring extra staff or buying expensive software.
What This Agent Does:
- Monitors your contact form or proposal form
- Sends a personalized “Thank You” email instantly
- Follows up after 24 hours with a custom message
- Organizes leads into a Google Sheet or CRM
Tools You’ll Need (Free or Freemium):
| Tool | Purpose |
|---|---|
| WPForms Lite | Collect leads on WordPress |
| Brevo (formerly Sendinblue) | Free email automation + CRM |
| Zapier (Free Plan) | Connect tools without coding |
| Google Sheets | Store your leads and notes |
| ChatGPT (Free or Plus) | Write follow-up email templates and lead summaries |
Step-by-Step Setup Guide
Step 1: Create Your Lead Form
- Install WPForms Lite plugin
- Add fields: Name, Email, Message
- Embed it on your Contact, Proposal, or Home Page
You now have a lead capture point.
Step 2: Connect to Brevo (Email Automation)
- Create a free account at brevo.com
- Build an Automation Workflow:
- Trigger: New contact added
- Action 1: Send “Thank you” email immediately
- Action 2: Delay 24 hours ? Send a follow-up email (e.g., “Have questions?”)
You now have a basic AI-like follow-up system.
Step 3: Store Your Leads in Google Sheets
- Use Zapier (Free Plan) to connect WPForms ? Google Sheets
- Each form submission gets stored with timestamp, name, and email
- Bonus: Add a column for “Next Action” or “Priority”
You now have a mini CRM for follow-ups or segmentation.
Step 4: Use ChatGPT to Assist
Ask ChatGPT to:
- Draft email templates for welcome + follow-up
- Suggest segment tags (hot lead, warm lead, etc.)
- Summarize 5 leads into one weekly email
You’re now using AI to save time and stay personal.
Bonus Tips
- Add a chatbot like Tawk.to or Brevo Chat for real-time support
- Use Canva to design branded email headers
- Upgrade Brevo later for SMS or WhatsApp automation
Why It Works for Small Business Owners
| Benefit | How |
|---|---|
| Quick Setup | Done in under 1 hour |
| Free Tools | No subscription needed to start |
| Smart | AI helps with replies and summaries |
| Professional | Auto emails look branded and timely |
| Trackable | You see every lead in your sheet |
Ready to Try?
Want help setting this up for your own site?
[Request a Free Setup Guide] | [Start with a Proposal]Let Dynamic Web Lab configure it for you — or get a pre-built kit with branded emails and integration steps.
