Summer Chang builds a Notion form that auto-qualifies leads by budget ($1,000 minimum), timeline, and documentation readiness, then triggers personalized follow-up emails and calendar links for qualified prospects. She walks through embedding the form on her site, configuring the automation workflow, and shows a live example with a sample submission that creates a CRM entry and sends a booking link.
I want to show you how I build a Notion form to filter out the good match clients based on the budget, timeline, and product requirement document. Then I set up an email automation. If it's a good match, we will trigger the personalized follow-up email with a direct booking link, calendar link, any calendar booking link. You can set it up and save it into the automation. So then it will add, add the qualified lead directly into a Notion database. Here's how I do it. Create a Notion form and add the questions on the budget. So I don't take client under $1,000. If it's under $1,000, it won't be a good match. When you will be starting, the sooner is better because they're already ready to go, ready to hand over to the designer. Then understand they already finalized their product requirement documents, so they're ready. So those are like the big criteria I'm looking for for the client. So then we will know it's a good match. I share the form. Embed this, share the form, share the link with the public, but also I can embed this form to my website. Just copy the code here. Here's the automation we set up here. So what's the budget range? If it's under $1,000, it's not gonna be a good match. When all the qualifications match, it will send out the trigger. Things, requirements, everything align, everything is a match, then we will send an email from my email address, and then we can customize a personalized This email from like the trigger, then name, and then thanks them. And based on what they share, we will have a 25-minute quick call to have an introduction call to chat about the project and the next step. Here is a link. If there's anything specific I need to answer during our call, feel free to email me. So Beth. Yeah, and then I will add another action to add it to my— add a page to my CRM. So this is what I set up for the automation. Let me show you on my website. Come to visit my website, summerchang.co. And then here, let's chat and grow together, is the form connected with a Notion form. So fill out a form, tell me about your business. I embedded this from Notion form. So let's just try it. Emily, I like the name. Email, i summerchang@gmail.com. LinkedIn, okay, let's just give my LinkedIn link. If it's not a link, you're gonna get an error. So I'm just gonna put my LinkedIn link. Project range over $1,000. When I want to start, as soon as possible, 1 to 3 months. I already very ready. I have finalized my project requirement. So what's the service interests you? The newsletter setup and strategy. The biggest challenge, you can fill it up. It's not required. And submit the Now we will go to Notion. Now you come back to Notion, the form, and I got notifications. I also, you know, the queue section, you will see the new submission. And then let me show you my email. Here, coming to my email, I received an email. Hi Emily, thank you for filling out the form. I probably need to change my email address to my name, but the title is there. So it looks like a good fit. So it's the calendar link. You can book a time to chat with me. So it worked. It's really simple to set up using Notion Form. You can embed Notion Form code on your website and set an automation to just, you know, nurturing the lead and then keep the lead warm. So they were like, oh, you set up an automation, you're sending me an email, I know what to do next step. And then yeah, get them excited, get them to stay interested in your service. If you're someone who is currently building your startup company, use the link in the description box below, you get free months of Notion Business, access to Notion AI, no credit card required, but you must have a business email address to use the link. Happy building, happy automating.
