CCT Client Intake Automation

To enhance how CCT captures and follows up with leads, we designed a smart intake system using Make.com that syncs people, process, and communication.

After a sales call, reps fill out a streamlined form. The data flows directly to Upwork CRM, where it's stored and organized. From there, a custom ChatGPT module refines the meeting notes into a polished, brand-aligned summary.

The workflow ends with a personalized follow-up email — drafted and sent automatically from the sales rep to the prospect. It’s consistent, efficient, and client-ready every time.

🔗 Check out CCT for custom control panels — site built by Zeal.