Icarus Growth — Kickoff Form

Watch Walkthrough of the generator Map Full system breakdown For AI Point Claude here

System

Funnel Intake

Unit

1 of 6

Platform

Airtable

Built by

Icarus Growth

▸ The walkthrough — the generator on screen first, then the code behind it

What this does

This is the front door to the whole funnel system. Your team opens it inside Airtable, answers a few questions, and it hands back one link. That link opens the correct client form with every answer already filled in. It replaces your old kickoff form — but note: nothing is filed yet. This step only builds the link.

The one thing to remember: this form saves nothing. It reads your account list, builds a URL, and copies it to your clipboard. The real capture happens later, once someone opens that URL and submits the Replit form.

Where it sits

Step 1 · HereKickoff FormGenerates the URL

url

Step 2 · FormReplit FormsClient fills it in

submits

Step 3 · PushPush to AirtableFiles the funnel

calls

TriggersSub-scenariosBuilds the tasks

+ doc

TriggersDeliveryBrief document

later

DownstreamNotificationsSlack fan-out

You're at step one of six. The link this form builds opens the Replit Forms — that's where the client actually types their answers.

How it works

Open the SOB URL Generator inside Airtable and work top to bottom. Your first pick forks the whole form.

Pick the Type of Funnel — New Funnel Brief or Express Funnel. This one choice decides which fields you see next and which link gets built.
Pick the client from the searchable list. It's pulled straight from your Accounts (Agency) table, so every client you've onboarded is already there. The company name fills itself in.
Type the Funnel Name and a Target Date.
Now the fork decides the rest:
1. New Funnel Brief → pick a Build Type (the list is pulled live from the Funnel Briefs table) and set Evergreen to Yes or No.
2. Express Funnel → pick a Build Type (New Follower Funnel, Two-Step Funnel, or Other Short Build) and, if you want one, add a Keyword. Most of the time this is a New Follower Funnel.
Press Generate URL. It turns your Build Type into a short slug, formats the date for whichever app it's headed to, and stacks every answer onto the link.
Hit copy and paste the link wherever it needs to go. Whoever opens it — you or the client — lands on the right form, already filled in.

The moving parts

This isn't a Make automation — it's a small app that lives inside your Airtable base. Here's what it touches.

Where it runs

Inside Airtable, as a Blocks extension called SOB URL Generator

Reads (clients)

Accounts (Agency) tblzYMsrs3gSpmflP — the client picker & company autofill

Reads (build types)

Funnel Briefs tblYxEnjfZdhowu0K — the live Build Type dropdown

Builds

A prefilled link to funnel-brief-portal.replit.app or express-funnel.replit.app

Saves anything?

No. It reads, hands you a URL and a copy button, and stops there. The saving happens downstream at the Replit form.

Good to know
• The Build Type dropdown is read live from the Funnel Briefs field — add a choice there and it shows up here on its own.
• But the code keeps a private map that turns each Build Type into a URL slug (e.g. Call Booking — Paid Product Funnel → call_booking). A new choice with no slug entry falls through as its raw name, which the Replit form won't recognise — so the slug map has to match what the Replit apps and Make expect.
• The two tracks format the date differently on purpose: New Funnel Brief sends MM-DD-YYYY, Express sends YYYY-MM-DD. Each Replit app wants its own format.

What you can safely change

Green = go ahead. Amber = fine, but generate a test link after. Red = leave it, call us.

Green	Add a new Build Type — do it in Airtable, on the Funnel Briefs field. The dropdown pulls from there, so it appears in the form automatically.
Green	Your client list & company autofill — driven entirely by Accounts (Agency). Add a client there and they show up in the picker.
Amber	The build-type → slug map — lives in the extension code. If you add a Build Type, someone has to add its slug here too, and it must match what the Replit app expects.
Red	The two Replit base URLs (`funnel-brief-portal` / `express-funnel`) — repoint these and every generated link goes to the wrong place.
Red	The bound table & field IDs (Accounts, Funnel Briefs) — change these and the client list or the Build Types stop loading.
Red	The URL parameter names (`client_name`, `funnel_type`, `target_date`, `evergreen`, `keyword`) — rename one and the Replit form can't read it.

What connects to this

Each breakdown is one link in a chain. This one is the very first link — here's what feeds it and where it hands off.

◀ Comes in from

The team member who fills it in — usually the Client Ops Lead, but the client can be handed the form too.
The Accounts (Agency) data behind the client picker — no upstream page. This is where the chain starts.

Goes out to ▶

Replit Forms — the generated link opens one of the two Replit forms, already prefilled.

Not covered in this breakdown: what the Replit forms do once that URL is opened — the fields, the submit, the webhook. That's the Replit Forms breakdown.

If something looks wrong

The link opens a blank or wrong form.
The Build Type's slug probably doesn't match what the Replit app expects. Check the slug map — a Build Type added in Airtable but not in the map comes through as its raw name.

A client is missing from the picker.
They're not in Accounts (Agency) yet. Add the account and they'll appear.

The company name won't autofill.
The account's company-name field is empty in Accounts (Agency). Fill it and re-pick the client.

The Build Type dropdown is empty.
The extension can't read the Funnel Briefs field — usually a moved table/field ID. That's a developer fix.

You can't permanently break this. It's a versioned Airtable extension and the source is saved alongside this page. If anything gets misconfigured, we restore it exactly as it is today.

Call us if: the client list stops loading, the Build Types disappear, or generated links keep landing on the wrong form. Those are past the safe-to-touch line.

Jargon buster

Airtable extension: A small app that runs inside your Airtable base. This one is a form.
Slug: The short, code-friendly version of a name that goes in a link — e.g. call_booking.
Query parameters: The ?name=value pieces on the end of a link. They carry your answers across to the next form.
Prefilled URL: A link with the answers already baked in, so the form it opens is filled out for you.
Build Type: The kind of funnel — webinar, waitlist, new follower, and so on.
Fork: The point where picking New vs Express changes which fields the form shows you.

Kickoff Form airtable · SOB URL Generator

What this does

Where it sits

How it works

The moving parts

What you can safely change

What connects to this

◀ Comes in from

Goes out to ▶

If something looks wrong