Free Guide · Sales, Lead Gen & Revenue Systems

Stop Losing Deals You Already Paid For

Build a funnel that responds in 5 minutes, follows up ten times, and hands your team warm, prepared conversations.

12 min readBeginnerFree PDF download

A lead fills out your form Tuesday night. Your team calls back Monday. She signed with your competitor on Wednesday. You didn't lose that deal on price or quality. You lost it on plumbing, and it happens every week without ever showing up on a report.

This guide gives you four named frameworks to fix it: the Leak Map to find where deals die, the 5-Minute Rule to win the speed race, the Patient Money System to nurture the 90 percent who aren't ready yet, and the Prepared Close to automate the homework while keeping the handshake human. Plus a week-by-week 30-day build plan.

Montalvo Corp builds AI and automation systems for real businesses: law firms, medical practices, financial advisors, trades, and ministries. No jargon, no developer required. Just frameworks that have recovered five figures in lost revenue for operators like you.

Inside the guide

01

Trace exactly where leads die in your funnel with the one-hour Leak Map exercise

02

Install a 5-minute response system that works at 10 pm on a Saturday

03

Build three nurture lanes that convert the leads who weren't ready yet

04

Automate proposals, reminders, and pre-call briefs so 'yes' becomes 'signed' the same day

05

Follow a week-by-week 30-day plan to launch the whole system in 3 to 5 hours a week

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The guide is the thinking.
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The AI Advantage Playbook: Turn Claude Into Your Best Employee in 30 Days. Every framework from all 95 guides, distilled into one execution system: the checklists, the prompts, the build order, and the guardrails.

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Common questions

What is Sales Funnel Automation From Lead to Close?

A plain-language playbook for automating your sales funnel from first inquiry to signed agreement, so no lead ever slips through the cracks again. It's a free 12 min guide from Montalvo Corp, available as an instant PDF download.

What will I learn in this guide?

Trace exactly where leads die in your funnel with the one-hour Leak Map exercise. Install a 5-minute response system that works at 10 pm on a Saturday. Build three nurture lanes that convert the leads who weren't ready yet. Automate proposals, reminders, and pre-call briefs so 'yes' becomes 'signed' the same day. Follow a week-by-week 30-day plan to launch the whole system in 3 to 5 hours a week.

Who is this guide for?

Business owners and operators, especially legacy professionals (law, medical, financial, trades, professional services) and faith-based organizations. Difficulty level: Beginner. No technical background required.

How do I get the guide?

Enter your name and email at montalvocorp.com/guides/sales-funnel-automation and the PDF arrives in your inbox immediately, free.

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