PeakWorkflowSolutions/pws-portfolio

Lead Capture Skill — AI-Powered Missed Call Lead Capture System

System Overview

This system automatically captures leads from missed business calls, without the owner lifting a finger:

1. OpenPhone receives a call. If missed, a voicemail is captured with automatic transcription.
2. Zapier (Zap 1) triggers on the new voicemail/transcription.
3. Zapier (Zap 2) sends the transcript to Claude using the inquiry-check prompt (see references/zap-prompt.md).
4. Claude decides if it's a genuine business inquiry:
   • If YES, Claude drafts a short SMS reply containing a link to the client's Google Form.
   • If NO, the chain stops. No further action, no SMS, no log.
5. Zapier (Zap 3) parses Claude's output and, if genuine, sends the drafted SMS back to the caller through OpenPhone.
6. The caller fills out the Google Form, which is natively linked to a Google Sheet — no Zap needed for this leg. The response auto-populates the Sheet.
7. Notifications: the client should enable "Get email notifications for new responses" under the Form's Responses tab (three-dot menu), so they're alerted the moment a lead comes in, without checking the Sheet manually.

Only 3 Zaps are needed. Google Forms → Sheets and notifications are native Google features requiring no Zapier automation.

When Building a New Client's System

1. Read references/zap-prompt.md for the Claude prompt template used in Zap 2. Fill in [BUSINESS NAME], [INDUSTRY/BUSINESS TYPE], and [FORM LINK] with the client's specifics.
2. Read references/adaptation-guide.md to determine genuine-inquiry signals and form fields for the client's industry. If the industry isn't covered yet, work with the user to define new signals and add them as a new entry.
3. Read references/delivery-checklist.md and walk through it step by step during setup and handoff.

Key Design Decisions (do not deviate without user confirmation)

• SMS replies are generic — never use the caller's name, even if mentioned in the transcript, to avoid errors from garbled voicemail transcription.
• Non-genuine inquiries are not logged anywhere — the chain simply stops. This was a deliberate simplicity choice by the user.
• SMS tone is short and professional/neutral — not warm/casual, unless a specific client requests otherwise.
• Google Forms → Sheets linkage is native; do not build a Zap for this step.