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Practice Bench · lead / onboarding

Custom GPT Lead Qualifier + CRM Push

Ask the right questions, then write the record.

The job it closes

The job it closes

Someone still asks the same four questions on every new lead. This file qualifies the person, writes the Leads row, sends one SMS or email, and texts you.

Before / after

Before / after

Before: a thread of the same four questions. After: one reply, a filled Leads row, and an owner text.

01

What you import

Inbound webhook → STOP / opt-out gate → gated qualify JSON (template fallback) → one customer reply + owner SMS → same Leads row.

n8n

02

What you need

n8n, Google Sheets, Twilio, OpenAI, Gmail or SMTP, your booking link. A2P 10DLC or Toll-Free must already be real.

03

Setup time

45–90 minutes. Most of the time is Twilio registration and the STOP / Optouts tab — not the import.

Limits — trust before ticket

Limits — trust before ticket

Does not say “you are booked.” Does not invent a price. Does not give symptom advice or legal conclusions. Customer SMS needs A2P, STOP, an Optouts tab, and 2-hour suppression.

Breakdown

How this pack runs

Qualify the lead and push the CRM row (import this)

Video posting soon.

Two paths if you stall

Self-serve

START-HERE.pdf page 1. Credentials. First live node. Email hello@ if a node name moved.

Named install

Preferred implementation partner is listed on Partners. Other approved shops later. We do not hold the file hostage.

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