website-lead-followup

name

website-lead-followup

description

Processes a new inbound lead from Adam's website (styermortgage.com) — creates a Salesforce contact with Lead Source: Web Lead, drafts a personalized follow-up email via Gmail that references the conversation, includes the loan application link, and lists the documents needed to get started. Use this skill whenever Adam provides a website lead — someone who filled out the contact form on his site and had an initial phone call. Trigger on phrases like: "website lead", "came in through the site", "web lead from [name]", "website inquiry", "they found me online", "came from the website", or any time Adam uploads a screenshot of a website form submission. This is a DIFFERENT workflow from the realtor referral intake — there is no referring agent, Lead Source is Web Lead, and the email is custom based on the phone conversation rather than a templated referral intro.

Website Lead Follow-Up — Full Intake Workflow

Overview

This skill handles the complete intake workflow when a lead comes in through styermortgage.com. It creates a Salesforce contact, drafts a custom follow-up email that reflects the call, and produces a pre-send checklist.

Triggered by: Website form submission leads, inbound web inquiries Output: Salesforce contact created, Gmail draft (or Outlook if available), pre-send checklist Executor: Adam reviews draft and sends

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Step 1: Extract Lead Details

Gather the following from context — Adam's message, uploaded screenshot, or call transcript.

Field	Source	Fallback
Borrower Name	Screenshot / Adam's message	flag as missing
Email	Screenshot / Adam's message	flag as missing
Phone	Screenshot / Adam's message	omit from contact
Loan Goal	Screenshot (Purchase / Refi / etc.)	Purchase
Key scenario details	Call transcript or Adam's notes	flag missing areas

No referring agent — this is a direct web lead. Do not populate Lead Source as Realtor Referral.

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Step 2: Create Salesforce Contact

Use salesforce_create_record to create the contact.

Default field values for website leads:

Field	Value
Account	Database
Group	Client
Stage	Lead
Lead Source	Web Lead
Last Touch	MM/DD/YYYY — Website lead, initial phone call completed

Example call:

instructions: "Create a new Salesforce Contact with: First Name: Amanda, Last Name: Will,
Email: [e-mail], Mobile Phone: [phone], Account Name: Database,
Group: Client, Stage: Lead, Lead Source: Web Lead,
Last Touch: 03/10/2025 — Website lead, initial phone call completed"
object: "Contact"
output_hint: "the new contact's Salesforce record ID and full name"

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Step 3: Draft the Follow-Up Email

This email is NOT templated. It must be custom-written based on the specific conversation.

Core structure:

1. Short warm opener referencing the call
2. Summarize their situation in 2–3 sentences to show you were listening
3. Clear doc request list (tailored to their scenario)
4. Loan application link
5. Offer to look into anything specific mentioned on the call (bridge loan, non-QM lender, etc.)
6. Direct CTA: call/text me

Subject: Next Steps – Adam Styer | Mortgage Solutions LP

Standard document list for a purchase borrower:

• Most recent 30 days of pay stubs (both borrowers if applicable)
• Last 2 years of W-2s (both borrowers if applicable)
• Most recent 2 months of bank statements (all accounts)
• Any scenario-specific docs (e.g., offer letter, RSU grant docs, divorce decree, etc.)

Always include the loan application link as anchor text:

<a href="https://mslp.my1003app.com/513013/register?time=1767737197980">Loan Application</a>

Always close with:

<p>Adam Styer<br>
Senior Loan Officer | Mortgage Solutions LP<br>
NMLS# 513013<br>
[phone]<br>
[e-mail]</p>

Email Draft Tool Priority

1. Try Outlook first via microsoft_outlook_create_draft_email (Zapier)

   • Per the known Zapier quirk: pass body, subject, bodyFormat as null
   • Put ALL content inside the instructions parameter only
   • Flatten HTML to a single line inside the instructions string

2. Fall back to Gmail via gmail_create_draft if Outlook tool is unavailable

   • Note in the checklist that draft is in Gmail, not Outlook

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Step 4: Display Pre-Send Checklist

✅ WEBSITE LEAD INTAKE COMPLETE — [BORROWER NAME]

SALESFORCE:
 [ ] Contact created: [NAME] — SF ID: [ID]
 [ ] Account: Database | Group: Client | Stage: Lead
 [ ] Lead Source: Web Lead
 [ ] Last Touch updated

EMAIL DRAFT:
 [ ] Confirm email: [EMAIL]
 [ ] Verify scenario summary is accurate
 [ ] Confirm doc list matches their situation
 [ ] Email platform: [Gmail / Outlook]
 [ ] Send from: [e-mail]

FIELDS FLAGGED AS MISSING:
 [ ] [list any missing fields here]

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Key Differences from Realtor Referral Intake

Factor	Website Lead	Realtor Referral
Lead Source	Web Lead	Realtor Referral
Referred By	None	Agent contact
Email template	Custom — based on call	Templated (A or B)
Agent mention in email	None	Yes — leads with agent praise
Skill to use	This skill	new-application-received

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Hardcoded Values — Do Not Change Without Adam's Instruction

• Loan Application: https://mslp.my1003app.com/513013/register?time=1767737197980
• Calendly: https://calendly.com/adamstyer/15minutes
• Phone: [phone]
• Email: [e-mail]
• NMLS: 513013