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$
USD
I will automate lead capture and data entry with ai and google sheets
Said Valdez
About this gig
Stop losing potential customers to missed inquiries and disorganized lead tracking.
Are you spending too much time collecting customer information, updating spreadsheets, or manually organizing leads?
I help small businesses simplify these processes by building AI-powered lead capture and CRM automation workflows using tools such as Botpress, Make, and Google Sheets.
What I can help you with:
- AI assistants that collect customer inquiries and contact details
- Automated lead capture into Google Sheets
- Custom lead fields and organized tracking
- CRM integrations for compatible platforms
- Simple workflows that reduce repetitive data entry
- Testing and guidance on using your automation
Why work with me?
I bring real-world experience in business development, sales, CRM management, and operations. My goal is to understand your business process and build a practical solution that makes your daily work easier.
Important: CRM compatibility, advanced integrations, and third-party subscription costs must be discussed before ordering.
Message me before placing an order so we can find the right solution for your business.
Get to know Said Valdez
Said Valdez
AI Automation and Business Workflow Specialist
- FromUnited States
- Member sinceMay 2021
Languages
English, Spanish
I help businesses improve repetitive workflows using AI and automation. My focus includes customer inquiry automation, lead capture, email workflows, quote and intake systems, chatbots, and business process automation. My background in sales and operations help me understand the business side of a workflow, not just the technology. I focus on building practical solutions that save time, improve response times, and keep information organized.
I enjoy identifying problems in a business, figuring out why they're happening, and build solutions for it.
My Portfolio
FAQ
What do you need to get started?
I'll need a brief description of your business, how you currently collect leads, what customer information you want to capture, and which tools you use (such as Google Sheets or a CRM).
Can you integrate with my existing CRM?
I can help with supported CRM integrations, depending on your platform and requirements. Please message me before ordering so I can confirm compatibility and project scope.
Do I need to purchase additional software?
Some automations may require third-party tools such as Botpress, Make, or a CRM platform. Free plans may be sufficient for simple workflows, but paid subscriptions or usage fees are not included in my gig price.
Can the AI assistant collect custom information?
Yes! The assistant can be configured to collect information such as customer names, emails, phone numbers, services requested, and other details relevant to your business.
Will you test the automation before delivery?
Yes. I'll test the agreed workflow using sample information, check that the data reaches the intended destination, and explain how to use the completed setup.
