| Name |
Contact |
Interest |
Status |
Date |
Actions |
No leads yet! Fill your website forms to see leads here 😊
🔄 Complete Autopilot Flow
${[
[1,'🌐','Client Visits Website','livingbenefitinsurance.net from Google, social media or referral',true],
[2,'📚','eBook Popup (12 sec)','Free Insurance Guide popup appears automatically',true],
[3,'🤖','Rudi AI Chatbot','Answers client questions 24/7 automatically',true],
[4,'📋','Client Fills Form','Lead details collected automatically',true],
[5,'🎉','Thank You Popup','Beautiful automated response shown instantly',true],
[6,'📧','Email to Rod\'s Gmail','Full lead details sent to rkacuno@gmail.com',true],
[7,'📊','Lead Saved to Dashboard','Tracked in autopilot dashboard automatically',true],
[8,'⚡','Zapier Triggered','Automation sequence starts (needs Zapier setup)',false],
[9,'📱','SMS Alert to Rod','Instant SMS notification of new lead',false],
[10,'📗','Google Sheets Log','Lead saved to spreadsheet automatically',false],
[11,'📧','Welcome Email Auto-Sent','Client gets welcome email + FREE guide',false],
[12,'📅','24hr Follow Up','Automatic follow-up email after 24 hours',false],
[13,'📅','3-Day Follow Up','Second automatic follow-up after 3 days',false],
[14,'📅','7-Day Final Follow Up','Final follow-up with consultation link',false],
[15,'💰','Client Books & Converts!','Client books on Calendly → becomes client!',false],
].map(([n,icon,title,desc,active]) => `
${n}
${icon}
${active?'✅ Live':'⚡ Setup'}
`).join('')}
⚡ Zapier Setup Guide
${[
['Step 1','Create FREE Zapier Account','Go to zapier.com → Sign up with rkacuno@gmail.com → It\'s FREE!','https://zapier.com'],
['Step 2','Zap: New Lead → Gmail Alert','Trigger: Formspree Webhook → Action: Gmail Send Email to rkacuno@gmail.com','https://zapier.com'],
['Step 3','Zap: New Lead → Google Sheets','Trigger: Formspree → Action: Google Sheets Add Row (Name, Email, Phone, Interest)','https://zapier.com'],
['Step 4','Zap: Auto Email Sequence','Trigger: Formspree → Action: Gmail + Delay 24hrs + Gmail + Delay 3 days + Gmail','https://zapier.com'],
['Step 5','Setup Calendly Booking','Go to calendly.com → Create "Free 30-Min Consultation" → Mon-Sat 9am-7pm','https://calendly.com'],
['Step 6','Setup Google Business','Go to business.google.com → Register Living Benefits Insurance Ottawa','https://business.google.com'],
].map(([step,title,desc,link]) => `
${step}
${title}
${desc}
Open →
`).join('')}
