Portfolio demo · n8n, visual automation

Coach/Consultant
Lead Intake

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.