n8n build
AI-Powered Client Acquisition & Operations System
- n8n
- OpenAI
- Google Docs
- Stripe
- Trello
- Google Sheets
- Slack
- Gmail
The client’s problem
Every lead took 15 to 20 minutes to qualify by hand, proposals took 1 to 2 days, and CRM onboarding updates were typed in manually.
What I built
Built a production-style AI automation system that handles inbound leads, AI qualification, proposal generation, payment confirmation, and CRM onboarding automatically. The workflow reduced manual intervention across the entire client acquisition pipeline.
The outcome
Created a scalable AI-driven acquisition pipeline capable of handling lead intake, qualification, onboarding, and payment workflows with minimal human involvement.
Before and after
Lead qualification time
15-20 min/manual
<30 sec automated
Proposal turnaround
1-2 days
Under 5 minutes
CRM onboarding updates
Manual entry
100% automated
How it works
Path 1
- Lead captured
- AI score
- Qualified
- Proposal generated
Path 2
- Not ready yet
- Follow-up sequence
- Deal made
- Proposal
Path 3
- Not a fit
- Polite decline, logged
- Re-engaged later
Path 4
- Invoice
- Stripe payment
- CRM onboarding
Your Business Needs Better Systems, Not More Manual Work.
Let’s map the system your business needs.
Prefer a call? Book a 30-minute call.