The solo bottleneck
Leads die in DMs and random inboxes when you are busy shipping.
This guide is part of a free series: 50 useful automations for people running the business alone. Download the printable PDF anytime: Free PDF — Catch every lead from forms, DMs, and calendars.
Stack that stays small
Form tool + CRM (even a Notion DB) + Zapier.
Tools named here: Typeform, HubSpot free, Zapier. Prefer official docs and native features before adding another SaaS.
Ship the automation
Pick one CRM truth: HubSpot free, Notion, or Airtable — not three.
Every form and Calendly booking creates or updates a contact.
Tag source (site, LinkedIn, referral) automatically.
Daily digest of new leads at 8am — no live ping spam.
Keep it honest
Speed-to-lead still wins. Autoreply in under 2 minutes; human reply same day.
Automations should reduce decisions and errors — not hide broken processes. If a Zap fails weekly, fix the process or delete the Zap.
Download
Grab the free PDF for this task: Download PDF. Or browse the full set from the homepage automation carousel.