From form submission to scheduled meeting with full AI-prepared discovery notes — in under 2 minutes. Zero manual work.
A production-ready client intake automation built on Make.com + Jina AI + Gemini AI + Google Workspace. The moment a potential client submits your intake form, SiteScope reads their website, generates a strategic business snapshot, produces 5 personalized recommendations, schedules a Google Meet discovery call, sends a confirmation email, and logs everything to a CRM — fully automatically.
Freelancers and consultants waste 30–60 minutes per prospect doing this manually:
- Reviewing the client's website
- Writing discovery call prep notes
- Generating initial recommendations
- Scheduling the meeting
- Sending a confirmation email
- Logging it to a CRM
If you take 10 discovery calls a week, that's 5–10 hours of prep work that produces nothing billable.
SiteScope eliminates every single one of those steps. The client fills one form. Everything else is handled automatically before you even open your laptop.
[Tally Form Submission]
↓
[Duplicate Check — Submission ID]
├─ Existing → Update CRM record
└─ New → Create CRM record
↓
[Jina AI Reader — Website Extraction]
(https://r.jina.ai/{client_website})
↓
[Gemini AI — Call 1: Website Snapshot]
Business Type | Target Audience | Main Offer | Business Stage
↓
[Gemini AI — Call 2: Strategy Summary]
Current Situation → Growth Opportunity → Recommended Action → Expected Outcome
↓
[Gemini AI — Call 3: Top 5 Recommendations]
Personalized, practical, based on actual website content
↓
[Google Calendar — Discovery Call Event]
Client added as attendee | Google Meet link | Strategy + Recommendations in description
↓
[Gmail — Confirmation Email]
Meeting details | Professional onboarding experience
↓
[Google Sheets — Final CRM Update]
All AI outputs saved | Status → "Meeting Scheduled" | Timestamp logged
Reads the extracted website content and produces a CRM-ready business overview:
- Business Type — what kind of business this is
- Target Audience — who they serve
- Main Offer — what they sell or provide
- Business Stage — early-stage, established, scaling, etc.
Combines the website snapshot + client's stated goal + current challenge to generate a 4-part strategic brief for your discovery call:
- Current Situation — where they are now
- Growth Opportunity — the gap AI identifies
- Recommended Action — what to focus on
- Expected Outcome — what success looks like
Generates 5 personalized, practical, business-specific recommendations based on the actual website content and client goals. Not templates. Not generic advice.
| Tool | Role | Cost |
|---|---|---|
| Make.com | Automation engine | Free (1,000 ops/month) |
| Tally.so | Client intake form | Free |
| Jina AI Reader | Website content extraction | Free, unlimited, no API key |
| Google Gemini | 3-stage AI analysis | Free (1,500 req/day) |
| Google Sheets | 20-column CRM | Free |
| Google Calendar | Discovery call scheduling + Meet | Free |
| Gmail | Confirmation emails | Free |
No paid APIs. No usage limits for normal volumes. Entirely self-contained.
Every lead is logged with 20 fields:
| Column | Description |
|---|---|
| Submission ID | Unique ID for duplicate detection |
| Submission Date | When the form was submitted |
| Full Name | Client name |
| Email Address | Client email |
| Business Name | Client company |
| Website URL | Their website |
| Service Requested | What they need |
| Current Challenge | Their stated problem |
| Preferred Meeting Date | From form |
| Preferred Meeting Time | From form |
| Estimated Budget | From form |
| Website Snapshot | AI-generated business overview |
| Strategy Summary | AI-generated discovery brief |
| Recommendations | AI top 5 personalized recommendations |
| Calendar Event Created | Yes / No |
| Email Sent | Yes / No |
| Lead Status | New Lead → Meeting Scheduled |
| Priority | Manual (owner decides) |
| Notes | Automation log notes |
| Last Updated | Timestamp |
sitescope-ai/
│
├── workflows/
│ └── Integration_Tally_blueprint.json ← Full Make.com scenario (import-ready)
│
├── assets/
│ ├── workflow-screenshot.png ← Make.com scenario canvas
│ ├── crm-screenshot.png ← Google Sheets CRM with live data
│ └── tallyform.png ← Tally form for cleint data intake
│
├── README.md
- Freelancers who take discovery calls and want to show up prepared
- Web design & marketing agencies with high inbound lead volume
- Business coaches and consultants onboarding new clients
- Automation consultants selling this as a packaged service to clients
- Any service business that schedules consultations before closing deals
- Add a Slack notification when a new lead comes in
- Add lead scoring logic (route high-budget leads to a priority calendar slot)
- Send the AI recommendations to the client in the confirmation email as a teaser
- Add a Notion database as secondary CRM
- Extend Gemini prompts for specific industries (e.g., eCommerce, SaaS, healthcare)
- Add a follow-up email sequence if client doesn't show up for the call
I build custom client intake, lead qualification, and consultation automation systems for freelancers and agencies.
- 🔗 Upwork: Dhanraj Sharma
- 🔗 Contra: Dhanraj Sharma
- 💼 LinkedIn: Dhanraj Sharma
- 📧 Email: hinatashoyo101824@gmail.com
This project is released under a proprietary license.
The repository is provided for portfolio and evaluation purposes only. Commercial use, redistribution, resale, and client deployment are prohibited without explicit written permission from the author.
Built by Dhanraj Sharma — AI Automation Specialist Ex-ISRO Research Intern | B.Tech AI/ML, Gujarat