Lead Qualification Engine
Give every good enquiry a next step.
Normalize inbound leads, extract qualification details from supplied information, and assign a clear next action for your sales team. No unsolicited outreach is activated.
Workflow
- Capture lead
- Extract details
- Apply qualification rules
- Assign owner
- Prepare follow-up
Operational contract
- Trigger
- A consented inbound lead from an approved form or acquisition source.
- Source data
- Supplied contact information, enquiry, source, stated requirements, qualification rules, and sales-owner mapping.
- Action
- Prepare structured lead details, qualification flags, a reviewable follow-up draft, and next-owner handoff.
- What to measure
- Time to first sales review and qualified-lead-to-next-step rate; qualification follows the business’s explicit rules.
- AI + rules
- Starter Code nodes validate synthetic data and prepare drafts using explicit rules. Included prompts and JSON schemas guide a separately configured, approved AI classification/extraction step; starter rules are not presented as AI execution.
- Human fallback
- Missing facts, uncertain answers, unsupported actions, and provider failures go to the named business owner’s review queue.
- Logging
- The starter returns a workflow name, correlation ID, status, and audit/action draft. Production adapters must persist event/version/owner/timestamps and communication outcomes in the approved source or log store.
- Errors & duplicate prevention
- Recheck current source status before writes/sends. Use a durable idempotency store keyed to event/record and action; demo flags are not production deduplication. Failed adapters must create an owned exception, not silently retry consequential actions.
Inside your kit
- Importable lead-intake and qualification workflow
- Structured lead schema and scoring rules
- Consent-aware follow-up drafts
- CRM integration contract and synthetic sample cases
Before you connect it
- An approved inbound lead source
- n8n and an approved AI provider
- Documented CRM connection
- Your qualification rules and outreach policies
$179 · One-time configurable workflow kit · Draft test price. Third-party subscriptions, usage, and implementation are separate.
Two-step guide and API checklist · Cart and secure test checkout · Request implementation