Three public entry points
Free Audit, Contact and System Builder already collected useful lead details through statically detected Netlify Forms.
Live implementation study
We installed the system we sell on our own website first.
This is a transparent record of the AG Digitalz website, intake, CRM, follow-up, content and measurement infrastructure. It documents what is implemented, what still requires production credentials, and what will be measured after launch.
Starting point
The site explained automation, but its own lead operations were incomplete.
The website already had strong visual design, forms and a synthetic workflow demo. The missing layer was a private operational record connecting verified submissions to summaries, alerts, tasks and measurable outcomes.
No shared opportunity record
Submissions did not yet become one consistent private CRM record with stage, urgency, next action and source attribution.
No invented results
This page reports infrastructure and observed events only. It will not claim response-time, booking or revenue improvements until real measurements exist.
Installed workflow
What happens after a verified submission.
Netlify completes its spam verification first. Server-only automation then records, summarizes and routes the opportunity without exposing private credentials to the browser.
Capture
Store the entry point, contact details, requested system, landing page and campaign source in a private lead record.
Summarize
Create a concise brief with urgency, missing information and a recommended next action. A deterministic fallback works when the AI provider is unavailable.
Alert
Send the owner a structured email and send the visitor a plain confirmation without placing them into a marketing sequence.
Follow up
Create a due task and keep stage changes—new, contacted, booked, won or lost—as a durable event history.
Measurement plan
Evidence the system will collect after production activation.
No cookies or cross-site identity are required. The site records anonymous journey events separately from private lead details.
Discovery
Landing page, referrer, UTM source, ChatGPT referrals, article views and System Builder selections.
Conversion
Audit CTA clicks, form starts, verified submissions and the entry point that created each opportunity.
Operations
Urgency, owner next action, follow-up due date and stage changes through contacted, booked, won or lost.
Monthly review
A private report will connect Learn traffic to real inquiries and outcomes without pretending traffic alone is a business result.
Current status
Database installed; production activation is intentionally explicit.
The private lead schema is installed with no example records and server-only access. The repository contains the functions, search verification hooks and deployment checks. Production environment values, a Netlify deployment and external webmaster ownership are still required before claiming the full workflow is live.