AI Agent + Workflow Automation
AI-assisted B2B lead qualification and follow-up system that identifies prospects, scores opportunities, drafts personalized outreach, tracks responses, and routes qualified conversations into a centralized CRM workflow.
Business Challenge
Prospect research, qualification, outreach, follow-up, and CRM updates were handled across multiple tools manually. This created duplicated work, inconsistent follow-ups, missed opportunities, and limited visibility into which prospects required immediate action.
Solution Delivered
Built an orchestrated workflow using n8n, OpenAI, Gmail, Google Sheets/Airtable, webhooks, and CRM logic. The system structures prospect data, applies qualification rules, generates context-aware outreach, tracks communication status, schedules follow-ups, detects duplicates, and creates a clear next-action queue for human review.
Outcomes Achieved
Centralized prospect management, faster qualification, more consistent follow-up, reduced repetitive administrative work, improved pipeline visibility, and a reusable automation architecture that can be adapted for agencies, professional services, SaaS, and other B2B teams.
Measurable Business Outcome
Converted a multi-step manual prospecting and follow-up process into a structured AI-assisted workflow covering lead qualification, personalized outreach, CRM updates, duplicate control, follow-up management, and warm-opportunity handoff.