Lead-to-payment automation
A demo workflow from lead capture through CRM record, confirmation, follow-up and payment status.
Demo / proof of concept DemoAutomationMake / Airtable
01 Context
A common pattern in small service businesses: leads arrive by form and are tracked by hand.
02 Challenge
Show how intake, status logic, notifications and payment tracking fit into one flow.
03 My responsibility
I designed and assembled the demo workflow.
04 Approach
- Status logic first, templates second
- Airtable or Google Sheets, Make / Zapier / n8n, webhooks
- Payment step mocked with a Stripe link
05 Result
A working proof of concept that shows the pattern.
Note: Demo only. Not a client deployment.
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