A Lead Magnet That Runs Itself

"What started as 'I just need this one little fix', because I thought it was a Zapier solution, has since grown into full automation and such a robust solution that, in my mind's eye, I was dreaming I wanted to do this but thought, I'm just not big enough."

Jenifer Namestka, CEO, Avo Solutions, Inc

The Story

Avo Solutions, Inc is a consulting firm specializing in transformational leadership for complex organizations. Their entire offer is built on insight, the kind you can only deliver when you sit down with a client and really understand their position.

The Challenge

How do you give prospects a meaningful taste of that insight before they're a client?

Avo had designed the answer, a Readiness Indicator prospects could complete on their website to get a personalized view of where they stood. The thinking was right. The opportunity was scaling it. Every submission was being personally handled by a senior consultant, formatting the result, sending it, and adding the contact to the CRM. At a firm where senior consultants are the most valuable asset, Avo wanted to free that time back to client work while still delivering the same personalized quality to every prospect.

When Jenifer first reached out, she described it as a small problem. A Zapier fix, she thought. What she actually needed was an automation that would make the Readiness Indicator into a real product front door, running itself, working overnight, giving every prospect the same high-quality experience whether one came in that week or a hundred did.

What We Built Together

The intellectual property behind the Readiness Indicator, the methodology, the questions, and the way the results are framed is Avo's. What Proprium built was the engine that delivers it automatically.

We built a single end-to-end automation that turns the Readiness Indicator into a self-running asset. A prospect completes the survey on Avo's website, and within seconds, a personalized PDF lands in their inbox, while the contact lands in Avo's CRM with the full assessment context already attached. No senior consultant touches the workflow.

It was built so Avo could see, understand, and adjust it themselves. A handover walkthrough was included so the team could maintain and extend it without depending on Proprium for every change. That set the tone for how the partnership would work going forward.

Before

A Readiness Indicator Avo's team handled personally, every submission was shaped, sent, and tracked by a senior consultant. Quality was high. The opportunity was scaling that quality to every prospect at once, without spending more of the team's most valuable hours on it.

After

Survey submission triggers everything automatically. Personalised assessment delivered to the prospect's inbox within seconds. Every lead captured in the CRM has full context. Zero senior consultant hours per submission. The Readiness Indicator became a real lead engine, open 24/7, with consistent quality every time.

The Outcome

The Readiness Indicator stopped being a manual task and became what it was always supposed to be: a way for Avo to deliver meaningful insight to prospects at scale, without the founder or her senior team in the loop.

It was also the start of something bigger. What Jenifer thought would be a small Zapier fix became the first step in a partnership that's now spanned multiple projects and continues to grow.