The AI Sales Pipeline
Most deals are not lost to a competitor. They are lost to a slow first reply and a follow-up nobody sent. This playbook and its six n8n workflows do the reading, the writing and the remembering. You keep the decisions.
- 14 pages
- 6 n8n workflows included
- November 2026
In this playbook you will:
- Qualify every inbound lead with a fit score and a first reply drafted in their language
- Send each e-mail once you click Send, then follow up three times without forgetting anyone
- Catch every reply and booked meeting, and start each call with a brief
Eight steps, from the first form to the Monday report
The playbook walks you through the six workflows, with the credentials to connect, the CRM sheet to build, the settings to fill, the rules that keep a person in control, ten tests and a go-live checklist.
Capture and qualify 01–04
- 01
Import the workflows and connect your accounts
Six workflows, six credentials, and an error handler so no lead is ever lost.
- 02
Build your CRM in Google Sheets
Three tabs, two dropdowns, and the few columns you actually touch.
- 03
Describe your offer and ideal customer
Plain words in one Settings node. Claude scores every lead against exactly that text.
- 04
Connect your website form
One webhook with a secret header. The lead is saved before the AI runs.
Reach out and follow up 05–08
- 05
Qualification and the first reply
Fit score, tier and a first reply in the lead's language, checked by code before you see it.
- 06
Approve, send and follow up
One dropdown sends each draft once, then three follow-ups that stop the moment they answer.
- 07
Replies and booked meetings
Intent read on every reply, unsubscribes respected, and a call brief for every meeting.
- 08
The Monday report and your routine
The numbers of the week, what needs you, and three priorities.
Every workflow on one clear page
The trigger, the steps in order, the tools you need and the moment a human approves. Read it once, then build it.
Get the 8 workflowsFrom a new lead to a sent reply, with one click from you
- A lead fills in your formSaved in your CRM in seconds
- Claude scores and draftsFit score, tier and a first reply
- You set approval to SendEdit the draft first if you like
- Sent once, then followed upThree follow-ups, stopped by any reply
- n8n
- Claude
- Google Sheets
- Google Calendar
- Your mailbox
Made for businesses that sell to people who write to them
Founders and consultants
Answer every inquiry fast, even on a busy week, without sounding like a robot.
Small sales teams
A shared CRM in a sheet, drafts ready to send, and nothing forgotten.
Agencies and service businesses
A template you can run for clients, with a person approving every message.