What happens after someone hits send
Each sample site ends on a form. These are the flows behind four of them. Pick a site, then open any step to see what it does, what it reads and why it is there.
Sample flows for the fictional businesses used across this portfolio, not client projects.
Tools on this page
- n8n
- Make
- Zapier
- Claude
- Telegram
- Gmail
- HubSpot
- Google Sheets
- Cal.com
- Airtable
Every estimate request gets a priced reply the same day, and nothing goes out until a coordinator says yes.
See the site ↗ (Harbor & Pine, opens in a new tab)ApproveEdit
- Estimate form (Starts it, Webhook), then Price the move
- Price the move (Claude, Claude), then Approve?
- Approve? (A person approves, Telegram), then Send the estimate if Approve; Coordinator adjusts if Edit
- Coordinator adjusts (Waits for a reply, Telegram reply), then Send the estimate
- Send the estimate (Step, Gmail), then Record the deal
- Record the deal (Step, HubSpot)
Serious buyers reach an agent within minutes; everyone else still gets the brochure and stays on the list.
See the site ↗ (Westmere, opens in a new tab)YesNot yet
- Enquiry form (Starts it, Webhook), then Qualify the buyer
- Qualify the buyer (Claude, Claude), then Ready to view?
- Ready to view? (Decides, IF), then Add the contact if Yes; Nurture list if Not yet
- Add the contact (Step, HubSpot), then Alert the agent
- Alert the agent (Step, Telegram), then Send the brochure
- Nurture list (Step, HubSpot), then Send the brochure
- Send the brochure (Step, Gmail)
Strong sites get a survey on the calendar; the rest get a useful guide instead of silence.
See the site ↗ (Meridian Energy, opens in a new tab)Strong fitNot yet
- Survey wizard (Starts it, Webhook), then Score the site
- Score the site (Claude, Claude), then Log the site
- Log the site (Step, Google Sheets), then Router
- Router (Decides, Strong fit?), then Book the survey if Strong fit; Send the savings guide if Not yet
- Book the survey (Step, Gmail + Cal.com)
- Send the savings guide (Step, Gmail)
The slot is held, the job card is open and the workshop knows before the owner closes the page.
See the site ↗ (Meridian Werks, opens in a new tab)- Booking form (Starts it, Webhooks by Zapier), then Hold the slot
- Hold the slot (Step, Cal.com), then Open a job card
- Open a job card (Step, Airtable), then Tell the workshop
- Tell the workshop (Step, Telegram), then Confirm with the owner
- Confirm with the owner (Step, Gmail)