Skip to content

fmvending/lead-qualification-system

Folders and files

NameName
Last commit message
Last commit date

Latest commit

 

History

3 Commits
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 

Repository files navigation

AI Lead Qualification + Follow-Up Automation System

Repository Structure

lead-qualification-system/
├── README.md
├── database/
│   └── schema.sql
├── workflows/
│   ├── 01-lead-intake.md
│   ├── 02-lead-normalization.md
│   ├── 03-ai-qualification.md
│   ├── 04-followup-generation.md
│   ├── 05-slack-notification.md
│   ├── 06-sheets-export.md
│   └── 07-error-handler.md
├── prompts/
│   ├── qualification-prompt.md
│   └── followup-prompt.md
├── reporting/
│   ├── google-sheets-schema.md
│   └── looker-studio-spec.md
├── config/
│   ├── environment-variables.md
│   └── client-config-template.md
└── docs/
    ├── deployment-checklist.md
    └── client-handoff.md

System Overview

Production-ready lead qualification automation for high-ticket service businesses.

Stack

  • Orchestration: n8n.cloud
  • Database: Supabase (Postgres)
  • AI: Claude API
  • Reporting: Google Sheets + Looker Studio
  • Notifications: Slack Webhooks

Lead Sources Supported

  • Website forms (Webhook)
  • Google Ads lead forms (Webhook)
  • Facebook/Meta lead forms (Webhook)
  • Manual CSV upload (Google Sheets)
  • API ingestion (Authenticated Webhook)
  • Phone/SMS (Webhook-based)

Core Capabilities

  1. Multi-source lead ingestion
  2. Data normalization and validation
  3. Intelligent deduplication
  4. AI-powered qualification (Claude)
  5. Automated follow-up message generation
  6. Real-time Slack notifications
  7. Comprehensive audit logging
  8. Automated reporting to Google Sheets
  9. Looker Studio dashboard integration

Quick Start

  1. Run database/schema.sql in Supabase SQL Editor
  2. Configure environment variables in n8n.cloud
  3. Import workflows following specs in workflows/
  4. Connect Google Sheets and Slack
  5. Configure webhook endpoints
  6. Test with sample lead data

Client Configuration

See config/client-config-template.md for per-client customization options.

Support

System designed for agency deployment. Each client instance requires:

  • Dedicated Supabase project
  • Dedicated n8n.cloud workspace
  • Client-specific API credentials
  • Custom qualification criteria (configurable)

About

No description, website, or topics provided.

Resources

License

Stars

Watchers

Forks

Releases

No releases published

Packages

No packages published