Automated Lead-to-Client Pipeline for Artist Promotion Agency

Learn how an artist promotion agency automated their lead-to-client pipeline using Make.com, Notion, Calendly, Stripe, and AI tools—reducing manual work, speeding up responses, and boosting conversion rates.

Automated Lead-to-Client Pipeline for Artist Promotion Agency

Client's Goal:

An artist promotion company needed a hands-off system to move leads from initial inquiry all the way through to onboarding as clients, with minimal manual effort and full visibility at every stage.

Challenges:

They struggled with manual CRM updates, missed follow-ups, slow proposal and payment handling, and time-consuming onboarding. Tracking lead status and ensuring nothing slipped through the cracks was a major pain point.

Solution & Approach:

I built a fully automated, end-to-end pipeline using Make.com, integrating Tally forms, Notion as a custom CRM, Calendly, Fireflies for call transcription, OpenRouter (GPT 4.1) for AI analysis, Stripe for payments, and automated email delivery. Leads enter via web form, progress is tracked in real time, and every step from meeting scheduling to payment and onboarding is handled automatically. The only manual step is the sales call itself.

Key Features:

  • Automated lead capture from web forms, with instant CRM creation and status updates in Notion
  • Seamless meeting scheduling and CRM sync via Calendly integration
  • AI-powered sales call analysis (Fireflies + OpenRouter) to extract artist names and agreed fees from transcripts
  • Automatic proposal and Stripe payment link generation, sent via email, with CRM status tracking
  • Payment monitoring and onboarding trigger: onboarding form sent and tracked after payment
  • Error detection and notification: staff alerted instantly if any workflow step fails

Results:

  • Up to 90% reduction in manual admin work for sales and onboarding
  • Lead response times cut to under 5 minutes
  • Up to 30% improvement in lead-to-client conversion rates
  • Handles up to 10,000 leads, payments, and AI analyses per month

Tools & Tech Stack

This automation was built using the following tools and platforms

fireflies

Fireflies

AI meeting assistant

stripe

Stripe

Payment Processor

Make.com

Make.com

Workflow Automation

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