🚀 The Challenge

Above Health Nutrition was growing quickly, but their lead follow-up process couldn’t keep up.

• Discovery calls were being booked with leads that weren’t a fit.
• Manual follow-up was inconsistent and time-consuming.
• Admin was overwhelmed by back-and-forth scheduling, follow-up emails, and intake steps.
• They were handling 30–40 discovery calls per month without a scalable system.

They needed a solution that could qualify leads, streamline scheduling, and ensure no one fell through the cracks — all without adding more admin work.

✅ The Solution: Sustainable Systems for Scalable Growth

We implemented a fully automated lead tracking and follow-up system using Calendly, Notion, and Zapier to support a high-converting, low-lift client journey.

1. Pre-Call Lead Qualification System

We built a strategic application form inside Calendly with custom routing logic based on applicant responses. This:

• Filtered out unqualified leads (e.g. not ready to invest)
• Redirected misaligned leads to alternative resources
• Saved the team hours of screening time each week

2. Lead Tracking Dashboard in Notion

Every lead submission auto-populates into a central Notion CRM, allowing the team to:

• View lead stage, call status, and notes at a glance
• Track lead source + custom fields (goals, budget, symptoms)