Building a six-figure business isn't just about hustle. It's about leverage. The right combination of tools and custom code can create a system that captures leads, closes deals, delivers value, and follows up, without constant human effort.
Here's a breakdown of the exact revenue stack I used, and how the pieces worked together to drive consistent, scalable income.
Phase 1: Capture and Convert Leads
Tools: Typeform for high-converting lead capture, Airtable to store lead data, Zapier to sync new leads to CRM and email tools, and Google Sheets with Apps Script for real-time lead scoring and tagging.
Automations:
- When someone fills out the form, their info is scored instantly
- High-value leads trigger instant follow-up and notifications
- Medium and low leads go into segmented nurture sequences
Phase 2: Book Calls and Qualify
Tools: Calendly integrated directly into email follow-ups, Slack for immediate notifications, and Pipedrive to track deal stage and pipeline.
Automations:
- When a Calendly call is booked, it's added to the CRM
- An internal Slack ping details who's on the calendar and what they want
- Post-call, Zapier sends a task to follow up or send a proposal
Phase 3: Proposal → Close → Payment
Tools: Google Docs and PandaDoc API to auto-generate proposals, Stripe for payments, and QuickBooks to sync invoices and accounting.
Automations:
- Proposals are prefilled with client data and pricing pulled from a config file
- When a proposal is signed, Stripe payment links are sent instantly
- Payment data syncs to QuickBooks for bookkeeping
Phase 4: Onboarding and Delivery
Tools: Notion for the client portal and onboarding hub, Trello to auto-create delivery tasks, ClickUp for internal operations, and Make.com for more complex onboarding flows.
Automations:
- After payment, clients receive a Notion welcome page via email
- A Trello card is created with all client details and deadlines
- Tasks are assigned automatically based on project type
Phase 5: Retention and Referrals
Tools: ActiveCampaign for client engagement emails, Google Sheets with Apps Script for a client satisfaction tracker, and Loom for personalized check-ins and walkthroughs.
Automations:
- Post-delivery surveys are sent automatically
- Satisfied clients enter a referral program sequence
- Low satisfaction scores trigger a Slack alert and a personal Loom video
Why This Stack Worked
- Minimal human touch for anything repeatable
- Built-in follow-up at every stage
- Integrated data so nothing fell through the cracks
- Scalable systems that didn't break with 10x more clients
Key Insight: Code Replaces Cost
Most solopreneurs hire help too soon. I wrote scripts instead of hiring VAs. I built systems instead of winging it. The result: high margins, fewer headaches, and predictable revenue.
Subscribe to get the exact templates, automations, and API scripts I used, plus walkthroughs for tailoring them to your business model.
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