Capture Website Leads → Auto-Nurture → Sales Handoff

Build a fully automated lead management system with free and low-cost AI tools.

Who it’s for: Small businesses, solopreneurs, and marketing teams.

HubSpot

CRM & forms

Tidio

AI chatbot

MailerLite

Popups & sequences

Brevo

Drip campaigns

Zapier

Automation

Step-by-Step Guide

  1. 1

    Lead Capture

    Add a Tidio chatbot to high-traffic pages, build HubSpot landing pages and forms, and use MailerLite popups with lead magnets.

  2. 2

    Auto-Nurture

    Build a welcome email sequence in Brevo or MailerLite, send weekly educational content, and set up re-engagement flows.

  3. 3

    Sales Handoff

    Use HubSpot CRM to score leads. Automate notifications to the sales team for qualified leads using Zapier.

  4. 4

    Ongoing Optimization

    Track conversion rates, open/click rates, and lead velocity. A/B test subject lines and CTAs to refine your funnels.

Stats

Time Saved: ~6-8 hours/week
Cost Breakdown: $0/month

Pro Tips

  • Install the chatbot on exit-intent to catch abandoning visitors.
  • Use one strong automation sequence in ConvertKit to maximize its free plan.
  • Recycle top-performing emails for re-engagement campaigns.
  • Train sales reps to respond to hot leads within one hour.