🚀 AI Lead Generation and Follow-Up Template

📋 Overview

This n8n workflow template automates your lead generation and follow-up process using AI. It captures leads through a form, enriches them with company data, classifies them into different categories, and sends appropriate follow-up sequences automatically.

Key Features:

• 🤖 AI-powered lead classification (Demo-ready, Nurture, Drop)
• 📊 Automatic lead enrichment with company data
• 📧 Intelligent email responses and follow-up sequences
• 📅 Automated demo scheduling for qualified leads
• 📝 Complete lead logging in Google Sheets
• 💬 AI assistant for immediate query responses

🛠️ Prerequisites

Before setting up this workflow, ensure you have:

1. n8n Instance : Self-hosted or cloud version
2. OpenAI API Key : For AI-powered features
3. Google Workspace Account with:
   • Gmail access
   • Google Sheets
   • Google Calendar
4. Basic understanding of your Ideal Customer Profile (ICP)

⚡ Quick Start Guide

Step 1: Import the Workflow

1. Copy the workflow JSON
2. Import into your n8n instance
3. The workflow will appear with all nodes connected

Step 2: Configure Credentials

You'll need to set up the following credentials:

• OpenAI API : For AI agents and classification
• Gmail OAuth2 : For sending emails
• Google Sheets OAuth2 : For lead logging
• Google Calendar OAuth2 : For demo scheduling

Step 3: Create Your Lead Log Sheet

Create a Google Sheet with these columns:

• Date
• Name
• Email
• Company
• Job Title
• Message
• Number of Employees
• Industry
• Geography
• Annual Revenue
• Technology
• Pain Points
• Lead Classification

Step 4: Update Configuration Nodes

1. Replace Sheet ID : Update all Google Sheets nodes with your sheet ID
2. Update Email Templates : Customize all email content
3. Set Escalation Email : Replace "[email protected]" with your team's email
4. Configure ICP Criteria : Edit the "Define ICP and Lead Criteria" node

🎯 Lead Classification Setup

Define Your ICP (Ideal Customer Profile)

Edit the "Define ICP and Lead Criteria" node to set your criteria:

📌 ICP Criteria Example:

- Company Size: 50+ employees
- Industry: SaaS, Finance, Healthcare, Manufacturing
- Geography: North America, Europe
- Pain Points: Manual processes, compliance needs, scaling challenges
- Annual Revenue: $5M+

✅ Demo-Ready Criteria:

High-intent prospects who meet multiple qualifying factors:

• Large company size (your threshold)
• Clear pain points mentioned
• Urgent timeline
• Budget authority indicated
• Specific solution requests

🌱 Nurture Criteria:

Prospects with future potential:

• Meet basic size requirements
• In target industry
• General interest expressed
• Planning future implementation
• Exploring options

❌ Drop Criteria:

Only drop leads that clearly don't fit:

• Outside target geography
• Wrong industry (B2C if you're B2B)
• Too small with no growth
• Already with competitor
• Spam or test messages

📧 Email Customization

Customize Follow-Up Sequences:

Demo-Ready Sequence:

1. Immediate calendar invitation
2. Personalized demo confirmation
3. Meeting reminder (optional)

Nurture Sequence:

1. Welcome email with resources
2. Educational content (Day 2)
3. Webinar/event invitation (Day 3)
4. Demo offer (Day 4)

Drop Message:

• Polite acknowledgment
• Clear explanation
• Keep door open for future

🔧 Advanced Configuration

AI Answer Agent Setup:

1. Update the system prompt with your company information
2. Add common Q&A patterns
3. Set escalation rules
4. Configure language preferences

Lead Enrichment Options:

• Add API keys for additional data sources
• Configure enrichment fields
• Set data quality thresholds
• Enable duplicate detection

Calendar Integration:

• Set available meeting times
• Configure meeting duration
• Add buffer times
• Set timezone handling

📊 Monitoring and Optimization

Track Key Metrics:

• Lead volume by classification
• Response rates
• Demo conversion rates
• Time to first response
• Enrichment success rate

Optimization Tips:

1. Regular Review : Check classification accuracy weekly
2. A/B Testing : Test different email sequences
3. Feedback Loop : Use outcomes to refine ICP criteria
4. AI Training : Update prompts based on results

🎉 Best Practices

1. Start Simple : Begin with basic criteria and refine over time
2. Test Thoroughly : Use test leads before going live
3. Monitor Daily : Check logs for the first week
4. Iterate Quickly : Adjust based on results
5. Document Changes : Keep track of criteria updates

📈 Scaling Your Workflow

As your lead volume grows:

1. Add Sub-workflows : Separate complex processes
2. Implement Queuing : Handle high volumes
3. Add CRM Integration : Sync with your sales tools
4. Enable Analytics : Track detailed metrics
5. Set Up Alerts : Monitor for issues