S02-C02 · BUSINESS & ENTREPRENEURSHIP

Local Business Growth with AI

Build a practical lead intake, qualification and follow-up automation with Make, Google Sheets, Gmail and human-reviewed AI—without handing critical customer decisions to a black box.

8 substantive modules15 nominal learning hours1.5 ARQS Mastery CreditsWorkbook + 20-question assessmentPractical capstone
WHAT YOU BUILD

A revenue-ready lead response system.

The course moves from workflow selection and data design to rule-based scoring, safe AI triage, Gmail draft creation, failure handling, measurement and controlled rollout. Learners work with synthetic data first and preserve a human review path for consequential or ambiguous cases.

MODULE 1

Choose the Right Growth Workflow

Use the R-D-R-R test—repetitive, digital, rule-driven and reversible—to identify an automation candidate worth building.

MODULE 2

Design the Lead Data Contract

Create clean fields, controlled values, ownership and synthetic test records before connecting any automation.

MODULE 3

Build the Make Scenario Backbone

Watch new lead rows, map fields, test with Run once and establish the base workflow.

MODULE 4

Validate, Score and Route Leads

Build transparent scoring and HIGH, MEDIUM, LOW and REVIEW routes with a fallback path.

MODULE 5

Add Human-Reviewed AI Triage

Use AI for bounded summarization and classification while preserving source text and uncertainty.

MODULE 6

Draft Follow-Up with Gmail

Create route-specific customer drafts using validated data and a draft-first approval pattern.

MODULE 7

Make the Automation Reliable

Handle retries, incomplete executions, duplicate prevention, validation failures and rate limits.

MODULE 8

Measure, Govern and Scale

Run a controlled pilot, compare response metrics, version changes and modularize reusable components.

CAPSTONE

Build and demonstrate the full lead-response system.

The final project requires a working intake-to-follow-up workflow using synthetic records, a manual-review route, transparent lead scoring, draft creation, write-back status, duplicate protection and tested failure recovery.

  • Five mandatory test records, including missing and ambiguous data.
  • Evidence of expected routing and safe fallback behaviour.
  • Pilot scorecard with baseline and target metrics.
  • One-page operator SOP naming the workflow owner and recovery steps.
Credential truth: ARQS Mastery Credits are internal, non-academic learning units. They do not represent college or university credit, licensure, accreditation or government-recognized degree authority.