Automate Your Lead Intake with AI.

Replace manual outreach with automation that actually converts. Book more calls with less effort.

Built for coaches, consultants, and small agencies

simplify your client aquisistion with our automation services

Palmera Automations uses AI to qualify leads, write emails, send booking links, and update your calendar — all without lifting a finger.

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What Palmera Accomplishes

Palmera Automations replaces the need for a human appointment setter — offering a full lead-to-call pipeline that works 24/7. Whether you're a coach, consultant, or SaaS company, we simplify client acquisition with automation.

1. Lead Capture & Collection: A custom form collects contact details from interested prospects — embedded on your site or landing page.

2. Qualification with AI: Instantly filters leads using smart automations to ask questions, check fit, and flag serious prospects — just like a human would.

3. Auto-Messaging & Follow-up: AI writes and sends personalized emails and replies — no delays, no manual back-and-forth.

4. Calendar Booking on Autopilot: Qualified leads receive a booking link and schedule directly into your calendar (via Calendly or Google Calendar).

5. Airtable Dashboard Sync: Every step is logged and organized in Airtable — from lead name to booking status — giving you a simple backend to monitor growth.

6. Hands-Off Operation: You don’t lift a finger. The system does everything a setter would, automatically and accurately — letting you focus on calls, clients, and scaling.

Smart Lead Capture

Effortlessly collect and qualify leads with automated, AI-enhanced intake forms tailored to your business.

Seamless Integration

Connect your favorite tools and CRMs like Airtable, Google Calendar, and email providers without lifting a finger.

Precision Targeting

Automatically personalize responses and follow-ups based on lead behavior and submitted data.

Automated Communication

Send perfectly crafted emails and SMS messages powered by AI, at the right moment for every lead.

Secure Data Handling

Protect client information with end-to-end encryption and compliant data storage methods.