Summer Chang builds a lead qualification workflow in n8n that filters for $1,000+ budgets, 1-3 month start dates, and ready briefs, then emails qualified prospects a booking link. The system works but currently sends duplicate emails, a bug she plans to fix before going live.
Chapters
Client form submission built on N8N. So basically the form submission is not sexy, but I can show you what I have right now from the form submission. So I turn into production URL and then we can submit the form. So the form, I want to see my client is being serious, so I don't take any project under $1,000. So sooner is better because they already have some ideas what they want to build, and then they already have their project requirement document. So submit that. So the form already submitted, and then start running the workflow, and then I will be receiving email. So if it's qualified, let's say, um, yeah, I have finalized my project. So the output of the log execute, it's a yes. Okay, so go back here. The budget, at least requirements for the qualified lead, budget minimum at least $1,000 starting within 1 to 3 months because they are ready, they're serious about starting the project, and then they know what they are building, they have the brief ready. So then, yeah, and then my tech agent will send an email. So here is what I having problem right now is send out so many emails based on my previous execution. So let's see, I get Emails. Hello Emily, thank you for reaching out. Based on what you shared, you look like a good fit. We can hop on a call. So here's a link to the— I count the link so they can book a call with me. The link, yeah, the link works. So then anything specific you would like to share and prepare during our call, please reach out to me. So best AI assistant. Definitely works. I just send out too many of the emails. Let's Same thing to the client. So this is something I need to fix. But yeah, it seems working. I can just turn it to active, but now I don't want to be active because I don't want to send the same email to the client so many times. So I need to modify this. This is a good progress. The form is not pretty, but it kind of works. Not great, but yeah. Peace out.