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<div><div>6/4 -Jackie Notes</div><div>---------------------</div><div>      Jackie working with Cristin to create an agent that will do the following in Make :</div><div>         1) Get contact information from the internet daily for companies that fit our desired customer profile parameters</div><div>         2) Transfer that information to our Sales Database (Cristin investigating if this is possible) if not, we can use google sheets</div><div>         3) Determine the industry</div><div>         4) Send a custom introductory email based on their business</div><div>         5) Send email to Jackie daily with list of companies contacted that day.</div><div>         6) Send reminder email to Jackie in 2 days to call individual.</div><div>         7) Jackie will then update database</div><div> </div><div>6/3 - Christin suggestion</div><div>-----------------------------</div><div>Make.com is a powerful and intuitive automation platform that’s perfect for Jackie’s goal—capturing, qualifying, and following up with leads in real time. With strong AI integration, easy workflow setup, and great flexibility, it’s well-suited to meet and even exceed Jackie’s expectations. Also Jackie can learn it easily I have some tutorials as well.</div></div><div> </div><div> </div><div> </div><div>6/2 - Christin Notes to Jack</div><div>-----------------------------------</div><div>For the goal to capture, qualify, and respond to leads in real time, we can build the full workflow in n8n (which Jackie already using). It’ll handle form submissions, clean data, qualify leads using AI (ChatGPT), score them, send follow-ups, and update the CRM—plus reminders for hot leads.</div><div> 
I’ll explore tools like Make.com too and suggest the one with the best potential for  needs. This will be user-friendly and easy to manage.</div><div> </div><div>I need to explore some other tools and explore n8n on the working; Make.com also can handle all the needs of Jackie and its easy to use.</div><div>Need time explore this type of tools and work on it by creating an account. I estimate it to 4 hours.</div><div> </div><div> </div><div> </div><div> </div>

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