Lead Nurture: Pre-Consultation to Booking Link
A 17-step nurture sequence that tracks whether a new lead completed their pre-consultation form, then sends the right next message automatically.
ZapierThe problem
New leads received a pre-consultation form, but nobody was tracking who actually filled it out — so booking links went out on a fixed schedule regardless of where each lead actually was, and incomplete leads got no nudge to finish.
How it was solved
Built a Zapier automation that logs every new lead into Asana, notifies staff instantly in Slack, and after a delay checks a Google Sheet to see whether the pre-consultation form was completed. From there it splits: leads who completed the form get a Calendly booking link after a short delay; leads who didn't get a follow-up email a few days later — each path moving the lead's Asana card accordingly.
The outcome
Every lead now gets the message that actually matches their status, automatically — no one has to remember who filled out what, and the Asana board reflects each lead's real position in the pipeline at all times.
Categories
Tools deployed
Pipeline overview
- 01
New lead submitted
A web form submission triggers the workflow.
- 02
Logged + staff notified
The lead is added to Asana and Slack alerts the team instantly.
- 03
Form status checked
Google Sheets is checked for pre-consultation completion.
- 04
Path A: form completed
A Calendly booking link is sent after a 1-hour delay.
- 05
Path B: form incomplete
A follow-up email is sent automatically after 3 days.
More work
Booking new projects for October 2026