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Personalized Lead Nurturing with GPT-4.1 Based on Commitment Scoring via Google Sheets

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Created by: Matthew || matthew-synteria

Matthew

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Last update 23 days ago

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AI-Powered Personalized Email Nurturing

This workflow automates sending tailored onboarding and follow-up emails based on lead commitment levels. It's designed for coaches, consultants, and service-based businesses who want to personalize their outreach and nurture prospects more effectively.

How It Works

  1. Triggered by New Data: The workflow automatically starts whenever a new row is added to your specified Google Sheet.
  2. Assess Commitment: An If node checks the "Commitment" score from your Google Sheet data.
    • If the commitment score is 8 or higher, the lead is considered "warm" and receives a detailed onboarding email.
    • If the commitment score is below 8, the lead is considered "colder" and receives a gentle nudge email.
  3. Craft Warm Email (for high commitment): For "warm" leads, an OpenAI node generates an aspirational and confident first-touch email. This email highlights their goals, introduces your flagship offers, and invites them to a 30-minute discovery call.
  4. Craft Colder Email (for lower commitment): For "colder" leads, a different OpenAI node generates an encouraging, non-pushy follow-up email. This email thanks them for sharing their goals, reinspires them with the ROI of personal branding, asks a reflective question, and offers a no-pressure Q&A session.
  5. Send Emails: The appropriate Gmail node sends the personalized email to the lead.
  6. Record Activity: Finally, the Google Sheets node appends the lead's information and details of the sent email to a separate "Contacts" sheet, keeping a clear record of all interactions.

Google Sheet Structure

Your primary Google Sheet (the one triggering the workflow) must have the following exact column headers:

  • Email
  • First name
  • Last name
  • Phone number
  • Industry
  • Title
  • Three goals you wish to achieve this year
  • 1-10 how commited are you to your goals

Your secondary Google Sheet (for appending contacts) must have these exact column headers:

  • name
  • email
  • phone
  • industry
  • title
  • three goals
  • commitment

Setup Instructions

  1. Add Credentials:

    • In n8n, add your OpenAI API key via the Credentials menu.
    • Connect your Google account via the Credentials menu for Google Sheets and Gmail access.

  2. Configure Google Sheets Trigger:

    • Select the Google Sheets Trigger node.
    • Choose your Google Sheets credential, select your spreadsheet, and the specific sheet name that contains your incoming lead data.

  3. Configure Commitment Logic:

    • Select the Commitment ≥ 8? If node.
    • The condition is set to ={{ $json['1-10 how commited are you to your goals'] }} >= 8. Ensure your Google Sheet column name for commitment matches exactly, including spacing and capitalization.

  4. Configure OpenAI Nodes:

    • Select both crafting warmer email and crafting colder email nodes.
    • Choose your OpenAI credential from the dropdown.
    • Crucially: In both nodes' Messages section, replace placeholder information with your actual company name, founder name, and any specific details about your flagship offers and booking links (https://calendly.com/brandied/discovery).

  5. Configure Gmail Nodes:

    • Select both Send warmer email and Send colder email nodes.
    • Choose your Gmail credential.

  6. Configure Append Row in Sheet:

    • Select the Append row in sheet node.
    • Choose your Google Sheets credential, select the spreadsheet and sheet name where you want to log sent emails (your "Contacts" sheet).
    • Verify that the column mappings correctly align with the "Google Sheet Structure" for your secondary sheet.

Customization Options 💡

  • Commitment Threshold: Adjust the number in the Commitment ≥ 8? If node to change what constitutes a "warm" lead (e.g., gte 7 for a commitment score of 7 or higher).
  • Email Content & Tone: Modify the prompts in the crafting warmer email and crafting colder email OpenAI nodes to fine-tune the email tone, length, specific calls to action, or any other elements to better suit your brand voice and strategy.
  • Follow-Up Cadence: Instead of immediate sending, you could introduce a Wait node after the email crafting to space out follow-ups or integrate with an email sequence tool.
  • CRM Integration: Replace the final Google Sheets node with an integration to your CRM (e.g., HubSpot, Salesforce) to automatically log these interactions and enrich lead profiles directly within your CRM.