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Lead Generation and Qualification with GPT-4o, Google Workspace, and Automated Follow-Up

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Created by: Franz || agents-by-franz

Franz

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Last update 3 days ago

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🚀 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