Portfolio demo · visual automation

Coach/Consultant
Lead Intake in n8n

The same operating philosophy as every case study here, built in a no-code visual canvas instead of custom code, the right call when a client's own team needs to see the logic and change a rule themselves, without filing a dev ticket.

Verified, logic tested, mock data

CASE STUDY
THE PROBLEM

Every lead triaged by hand, with no consistent standard.

A coach's lead intake was scattered across a contact form and a spreadsheet nobody kept current, every submission triaged by hand, with no consistent standard for who got a fast reply and who waited. The fix: one intake pipeline that scores every lead against qualification criteria the instant they submit, routes qualified leads straight to a booking link, and queues everyone else for a nurture follow-up instead of letting them fall through the cracks.

CASE STUDY
WHAT CHANGED

From a spreadsheet to a real-time routing decision.

Every lead triaged by hand	A single intake form scores each lead the moment they submit.
No consistent qualification standard	Deterministic budget + timeline scoring, a BANT-style rule set, no model call, no per-lead cost.
Qualified leads waited for a reply	Hot leads route straight to a booking link in real time.
Everyone else got dropped or forgotten	Unqualified leads are automatically queued for a nurture follow-up instead.

CASE STUDY
HOW IT'S BUILT

Visual, not a black box.

Built in n8n's visual canvas instead of custom code, the right call when a client's own team needs to open the workflow and change a dollar threshold or a routing rule themselves. The scoring step is plain deterministic logic inside the workflow, not a model call, so it runs at zero marginal cost per lead.

The scoring logic was tested directly against representative leads to confirm it routes correctly before this went anywhere near a live form. No real CRM, calendar, or email account is connected in this demo, those are the concrete integration points for an actual engagement.

CASE STUDY
THE WIDER TOOLBOX

This is one workflow. The library goes deeper.

Five adjacent, production-grade blueprints live in the same n8n instance, not built from scratch, pulled from n8n's own template library to show the wider range of what's adaptable to a real stack:

Qualifying appointment requests with AI & n8n formsAI-based qualification plus a human-approval gate before anything hits the calendar.
Automate Lead Qualification & Multi-Channel Follow-up (BANT)The same BANT framework, done with a live model call instead of rules.
Handling appointment leads and follow-up with Twilio, Cal.com and AIThe booking + re-engagement leg for leads who don't book right away.
Automated client onboarding system with Notion, email & CRM integrationBuilt for coaches and boutique agencies, the step after a lead books.
AI sales assistant with GPT & Claude: qualify leads, book meetingsBuilt for exactly this kind of automation-consulting pitch.

Want to see it run live?

This one's built to demo on a screen-share, happy to walk through both branches with you.