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Build your own prospect intake form with Claude and Lovable so sales calls convert better
Sarah Harris, CPA, cofounder of Agate CPA (Atlanta and Rogers, Ark.), as reported by the Journal of Accountancy
Harris built a richer web form with Lovable and used Claude to embed it. The form asks industry, headcount, revenue band, startup vs established, prior CPA experience and why they want a new firm; responses flow into ClickUp.
From $17/mo (checked prices)
Medium · or we do it from $497
Claude, Lovable, ClickUp, ChatGPT
The problem
Their website interest form only asked for name, email and a reason, which produced many sales calls but few conversions.
What happened
As reported: conversion rate rose about 25%. Cost described as minimal.
News report Source: Journal of Accountancy: Real-life ways small firms use AI (2026-08-01) · Added 2026-10-14. Results as reported by the source; we haven't independently verified them.
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How to set it up yourself
- List the filters that make a prospect a good or bad fit.
- Draft those as multiple-choice questions.
- Use an AI app builder to produce the form, then wire it to your CRM.
- Review the first 20 submissions and drop questions that waste time.
Tools used
Claude
AI assistant for writing, long documents, analysis and coding help.
From $17/mo billed annually ($20 monthly) (checked 2026-10-13)
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Checked prices: Claude: from $17/mo billed annually ($20 monthly) (verified 2026-10-13)
Rather not do it yourself?
We'll set this up in your tools, in your voice, tested. Single use case $497. Satisfaction guarantee: we'll fix it until it works, or refund your setup fee. Terms. We reply within 1 business day.
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