End Manual Lead Chaos: Automate Your Funnel with The Scalable Marketing Stack

Are you losing potential clients moments after they show interest? Capturing leads with a simple form is the easy part. The real challenge is the manual chaos that follows: frantically emailing your free guide, updating a messy spreadsheet, and letting follow-ups slip through the cracks. This disjointed process creates frustrating delays for your leads and results in lost revenue as interested prospects go cold.


This playbook guides you through building 'The Scalable Marketing Stack,' an automated system that turns interested visitors into nurtured leads. By connecting a flexible Tally.so form to the powerful MailerLite email platform using Make.com, you'll instantly deliver lead magnets, trigger automated welcome sequences, and manage contacts professionally. Say goodbye to spreadsheets and hello to a system that works for you 24/7, ensuring no lead is ever left behind.

Expected Outcomes

  • Instantly deliver lead magnets and welcome emails for a professional first impression.
  • Eliminate manual data entry and the risk of human error.
  • Nurture leads automatically with pre-built email sequences, increasing conversion rates.
  • Gain a centralized, organized view of your contacts and their engagement.
  • Save hours of administrative work each week to focus on core business activities.

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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MailerLite is an advanced yet simple email marketing platform that provides tools for creating campaigns, automation, landing pages, websites, and surveys to help users grow their audience and business.

Key Features
  • Drag-and-drop email editor
  • Email automation workflows
  • Landing page and website builder
  • A/B testing
  • Segmentation and personalization
  • Forms and pop-ups
  • Detailed analytics and reporting
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: Freemium, Subscription

Tier: Low-cost

Ease of Use

Very easy

The Workflow

graph TD subgraph "The Scalable Marketing Stack" direction LR N0["Tally.so"] N1["MailerLite"] N0 -- "Form submission 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

    When a user submits a form in Tally.so, a trigger is sent to Make. Make receives the form submission data, including the user's email address and name. It then uses this data to create a new subscriber or update an existing one in a specified MailerLite group. This automates the process of adding leads from a form directly into an email marketing campaign or newsletter list.

End Lead Chaos: Get The Free Playbook

Learn how to build an automated system that captures every lead and stops revenue from slipping through the cracks.