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
- Triggered by New Data: The workflow automatically starts whenever a new row is added to your specified Google Sheet.
- 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.
- 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.
- 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.
- Send Emails: The appropriate Gmail node sends the personalized email to the lead.
- 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
-
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.
-
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.
-
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.
-
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
).
-
Configure Gmail Nodes:
- Select both
Send warmer email
and Send colder email
nodes.
- Choose your Gmail credential.
-
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.