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Automate Your Lead Funnel: Deliver Value Instantly & Professionally

Are you manually emailing lead magnets like whitepapers or case studies after someone fills out a basic form? This slow, error-prone process looks unprofessional, kills a prospect's initial excitement, and leaves you with no way to track engagement or nurture the new relationship.

This playbook implements 'The Professional & Balanced Stack' to create a seamless, automated lead delivery system. Using a beautiful Tally.so form, you'll capture leads professionally. Make.com will then instantly add them to MailerLite, which automatically sends your lead magnet and can begin a welcome email sequence. Go from signup to delivery in seconds, not hours.

Expected Outcomes

  • Instantly deliver lead magnets to new subscribers, capturing their interest at its peak.
  • Eliminate manual data entry and the risk of human error in your follow-up process.
  • Present a polished, professional brand image from the very first interaction.
  • Establish a foundation for automated email nurture sequences to convert leads into clients.
  • Save hours of administrative work each week.

Core Tools in This Stack

Tally.so

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Tally.so is a no-code form builder that allows users to create forms, surveys, and quizzes with a simple, document-like interface. It is known for its generous free plan, which includes unlimited forms and submissions.

Key Features
  • Unlimited forms and submissions
  • Conditional logic
  • Calculations and answer piping
  • Payment collection via Stripe
  • File uploads and e-signatures
  • Customizable thank you screens
  • Wide range of integrations (Notion, Google Sheets, Airtable, Zapier)
  • No-code, document-style editor
Ideal For

Company Size: Micro, Small, Medium, Large

Industries: Technology & Software, Business & Professional Services, Retail & E-commerce, Creative & Media, Education & Non-Profit, Health & Wellness, Other

Pricing

Model: Free, Subscription

Tier: Free

Ease of Use

Very easy

MailerLite

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An all-in-one digital marketing platform that helps businesses of all sizes grow their audience and revenue through email marketing, automation, websites, and landing pages.

Key Features
  • Email Automation
  • Drag & Drop Editor
  • Landing Pages & Websites
  • Signup Forms & Pop-ups
  • A/B Testing
  • E-commerce Integration
  • AI Content Generation
  • Segmentation
Ideal For

Company Size: Micro, Small, Medium

Industries: Technology & Software, Business & Professional Services, Retail & E-commerce, Creative & Media, Education & Non-Profit, Health & Wellness, Other

Pricing

Model: Freemium, Subscription

Tier: Low

Ease of Use

Beginner

The Workflow

graph TD subgraph "The Professional & Balanced Stack" direction LR N0["Tally.so"] N1["MailerLite"] N0 -- "New form response creates/updates subscriber" --> N1 end classDef blue fill:#3498db,stroke:#2980b9,stroke-width:2px,color:#fff; classDef green fill:#2ecc71,stroke:#27ae60,stroke-width:2px,color:#fff; classDef orange fill:#f39c12,stroke:#d35400,stroke-width:2px,color:#fff; class N0 blue; class N1 blue;

Integration Logic

  • Make.com

    When a new response is submitted to a specified Tally.so form, a trigger is sent to Make.com. The Make.com scenario receives the form data (such as name and email address) and then automatically creates or updates a subscriber in a designated MailerLite group. This automates the process of adding new leads from your forms directly into your email marketing campaigns.

Automate Your Lead Delivery

Turn form fills into engaged prospects by delivering value instantly and professionally.