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Portfolio Builders · Chapter 2 of 5
Chapter 02

Project 1 — Lead-to-CRM
CRM Machine

Meta and Google leads land in Sheets or HubSpot, enriched and scored in under 60 seconds.

LeadsHubSpotSheets
A Handbook For Builders
Project 1 — Lead-to-CRM
CRM Machine
Chapter 02
The Claude Code Handbook

Meta and Google leads land in Sheets or HubSpot, enriched and scored in under 60 seconds.

Section

The Client Brief

A gym gets 40 leads a day and loses half. Contact them within 5 minutes and conversion doubles.

Section

Architecture

Webhook → validate → enrich (Clearbit) → score (OpenAI) → CRM → SMS/WhatsApp reply.

Section

Build

Webhook trigger, Set node for shape, HTTP for enrichment, IF for routing, HubSpot node for upsert.

Section

Delivery

30-second Loom, one-page SOP, monthly retainer for tweaks.

Section

Pricing

Setup $600, retainer $150/month. Two clients = a laptop payment.