Lead-Gen Automation — AI Ops for an Agency
End-to-end inbound automation: AI qualification, CRM sync, proposal generation and follow-ups.
Manual ops time
The brief
- AI Automation
- CRM Integration
- Workflow Design
Overview
A growing services agency was drowning in manual inbound ops — qualifying leads, drafting proposals and chasing follow-ups was eating 40+ hours a week.
The challenge
No single source of truth across forms, calendar, CRM and email. Lead response time averaged 9 hours, killing conversion.
How we built it
- 01Step 1
Mapped every inbound touchpoint into a single n8n orchestration layer.
- 02Step 2
Built an AI qualifier that scores inbound leads on fit + intent in real time.
- 03Step 3
Generated branded proposals from CRM data using GPT-driven templates.
- 04Step 4
Set up follow-up sequences with personalized AI snippets and human approval gates.
The solution
A lights-on lead engine: leads land, get qualified, routed and proposed within minutes — saving 27 hours/week and dropping response time to under 4 minutes.
The numbers that moved
Manual ops time
Saved per week
Lead response time
Lead-to-call rate
A look at the work
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