~30 minutes saved per lead — fully automated

Every new lead required manual research, scoring, CRM entry, and individually drafted outreach messages. This pipeline eliminated all of it. From the moment a lead entered the system, the entire process — validation, scoring, CRM enrichment, and message drafting — ran automatically without a single manual step.

The system was built on n8n and integrated eight tools across data processing, CRM management, and outreach delivery. At its core was a Python-based scoring engine that evaluated leads against multiple profiles, each tuned to a specific product offering.

n8n automation workflow diagram for the lead pipeline

How the pipeline worked

Stage 1

Ingest & Deduplicate

New leads were pulled from the source and compared against a master leads database in Google Sheets. Duplicates were filtered before any processing began.

Stage 2

Score & Stage

A Python script analyzed each lead and scored it against multiple profiles — each tuned to a specific product offering. Leads were staged based on their best-fit profile for targeted outreach.

Stage 3

CRM Enrichment

Staged leads were checked against Notion (serving as CRM) to prevent duplicates. New leads were automatically added with all relevant details and a campaign tracking ID.

Stage 4

AI-Drafted Outreach

Leads split into parallel paths by scoring profile. Each path used custom Claude AI prompting to generate personalized messages, then automatically loaded drafts into Gmail and Instantly.ai for send.

What it delivered

~30 min/lead saved

Research, validation, CRM entry, and message drafting — all eliminated from the manual workload.

Zero manual CRM entry

Every lead enriched and logged automatically — with deduplication at two checkpoints to keep the CRM clean.

Personalized at scale

Custom AI prompting per scoring profile meant each lead received messaging matched to their specific fit — not a generic blast.

Full campaign tracking

Campaign IDs attached to every CRM record — making it easy to measure which sources and profiles performed best.

Tools used

n8n

Orchestration layer — coordinating all pipeline stages and tool integrations.

Python

Lead analysis and multi-profile scoring engine.

Claude API

AI-generated outreach messages customized per scoring profile.

Notion (CRM)

Central CRM — leads enriched and logged with full context and campaign IDs.

Gmail & Instantly.ai

Drafted messages automatically loaded and queued for send.

Google Sheets

Master leads database for intake, deduplication, and staging.

Want a pipeline like this for your business?

Let's talk about what parts of your lead process could be running on autopilot.

Schedule a Consultation

Get in touch

Fill out the form and you'll hear back within one business day. No sales pitch — just an honest conversation about whether we're a good fit.

Hours

Mon–Fri, 9AM–5PM

Location

Serving Southeast Michigan

* Required

Your information is never shared or sold.