Most CRM software is built for sales teams of 10+. Solo consultants need something different.
The Architecture
- Notion database for contact records (free tier)
- Claude API for email analysis and lead scoring
- Zapier for automated data entry (free tier)
- Calendar integration for meeting tracking
Total cost: $20/month.
AI Lead Scoring
Every new contact gets scored 1-100 automatically based on company size, urgency signals, fit with AI services, and decision-making authority.
Automated Follow-Up Sequences
- 80-100: Immediate personal outreach + free audit offer
- 60-79: Email nurture sequence
- 40-59: Newsletter list
- Below 40: Archive
Meeting Intelligence
After every call: Whisper transcribes, Claude generates structured summary with action items, summary syncs to Notion, follow-up email drafted and queued.
Results
- Lead response time: 4 hours to 12 minutes
- Follow-up consistency: 60% to 100%
- CRM maintenance: 5 hours/week to 15 minutes
Complete blueprint: wedgemethod.gumroad.com/l/ai-automation-playbook-smb
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