OS3 · 30 min Beginner

Set up your lead engine

Go from a blank workspace to scored, routed leads with an automatic follow-up sequence. (Draft for review.)

1. Describe your ideal customer
Pick the roles, company sizes and regions you want. These drive scoring and personalisation.2. Create a capture form
Add a form to your website or booking page. Every submission becomes a lead record.3. Set scoring rules
Give points for fit — role, size, website present — so the best leads rise to the top.4. Choose where qualified leads go
Send them to your pipeline or a teammate. Nothing connects until you authorise it.5. Add a follow-up sequence
Two or three short emails, spaced a few days apart. Stop automatically on reply.6. Review every week
Check which sources and messages produce booked meetings and adjust.

What you’ll need

OS3 Lead Engine
A business email on your own domain
Optional: a CRM

View OS3 Lead Engine

Keep API keys private. Never share them in messages or screenshots.