- Webflow form captures emails (2 fields only for minimal friction).

- Tally application form auto-qualifies leads based on rules.

- Qualified leads instantly see a cal.com booking page.

- Email-only submissions → sent to Slack for manual review + outreach.

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- Form completers who don’t book → receive automated email reminders via Customer.io.

- Booked meetings → routed by Cal using weighted distribution rules.

- All captured contacts → sent to Clay for enrichment & LinkedIn URL discovery.

- HeyReach auto-sends LinkedIn connection requests to warm the prospect pre-call.

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- Lead submitted → Slack lead card is generated.

- Team reviews directly inside Slack (no CRM required).

- If approved → triggered into Customer.io pre-frame emails.

- If rejected → tagged in HubSpot and removed from automations.

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- BetterContact finds and verifies direct phone numbers.

- Findymail enriches emails + pulls company info via API.

- Claygent extracts recent news, funding, hiring, or product updates.

- Claude generates a structured lead summary → auto-populated into a Google Doc prep file.

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- Prep GDoc is saved directly into a HubSpot property.

- Slack notification posts full prep details to the assigned rep.

- A deal is created automatically in the correct pipeline + stage.

- Contact + company are fully associated with the deal (no manual work).

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- All inbound meetings are recorded using Sybill.

- Transcriptions, summaries, and insights flow into the sales process.

- Reps run standard follow-up, nurturing, and qualification workflows.

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