Pre-Qualify Every Lead Before the First Call — 3-Page Profile Generated Automatically
Amington Hall
Amington Hall's website form collected basic contact info — and that meant every inquiry required a 30–60 minute discovery call just to gather qualification data. We built a comprehensive form that captures everything upfront and auto-generates a formatted 3-page Google Doc with the full lead profile on every submission.
The Problem
The team was burning 2–3 hours per unqualified lead — discovery call plus manual doc creation — just to find out the lead wasn't a fit.
The original website form collected five or six fields: name, email, wedding date, rough guest count, maybe a message box. That was it. There was no way to tell from the form submission alone whether the lead had a viable budget, a realistic timeline, preferences that aligned with what Amington Hall offered, or had even visited the venue.
So every inquiry triggered a 30–60 minute discovery call — not to start the sales process, but just to gather the data that should have been collected upfront. After the call, someone had to manually write up a 3-page Google Doc summarising the lead's answers: contact details, event overview, preferences, budget, vendor requirements, special requests.
That document creation took another 1–2 hours. Total cost per unqualified lead: 2–3 hours. Most of those leads never booked.
- 30–60 minute discovery calls with every inquiry — qualified or not
- 1–2 hours creating a 3-page Google Doc after each call from memory/recording
- Total 2–3 hours invested in leads that mostly didn't convert
- No pre-qualification — the team couldn't prioritise or filter leads before calls
- Leads sometimes dropped off before the call because the friction was too high
What We Built
A 20–30 question qualification form that captures all the data upfront and auto-generates a formatted 3-page Google Doc on submission.
Comprehensive qualification form
Embedded on the website, the form asks everything: name, email, phone, wedding date, guest count, catering style preference, bar package, approximate budget, timeline to decision, how they heard about the venue, preferred vendors, dietary/accessibility requirements, and any specific style or d—cor notes. The lead fills it in at their own pace — typically 10–15 minutes.
Automation triggers on submission
When the form is submitted, n8n receives all the responses and begins building the lead document.
3-page Google Doc auto-generated
A formatted Google Doc is created from a template: Page 1 — contact information and event overview. Page 2 — package preferences, catering choices, bar selection, and budget. Page 3 — vendor requirements, special requests, timeline, and accessibility needs. Branded with Amington Hall's header and structured for easy reading.
Team notified, doc delivered
The document is saved to the team's Google Drive folder and a notification is sent. The team opens it, reads it in 5–10 minutes, and makes a decision: schedule a call (qualified) or send a polite decline (not a fit). No call until they've reviewed the profile.
Technical Breakdown
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