| 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
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.
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: awill2619@yahoo.com, Mobile Phone: 5128097408, 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"
Step 3: Draft the Follow-Up Email
This email is NOT templated. It must be custom-written based on the specific conversation.
Core structure:
- Short warm opener referencing the call
- Summarize their situation in 2–3 sentences to show you were listening
- Clear doc request list (tailored to their scenario)
- Loan application link
- Offer to look into anything specific mentioned on the call (bridge loan, non-QM lender, etc.)
- 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>
(512) 956-6010<br>
adam@thestyerteam.com</p>
Email Draft Tool Priority
-
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
-
Fall back to Gmail via gmail_create_draft if Outlook tool is unavailable
- Note in the checklist that draft is in Gmail, not Outlook
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: adam@thestyerteam.com
FIELDS FLAGGED AS MISSING:
[ ] [list any missing fields here]
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 |
Hardcoded Values — Do Not Change Without Adam's Instruction
