Reps closing deals instead of doing data entry. Leads enriched and answered in minutes.
of manual SDR research and data entry removed
average lead response time, down from hours
of inbound leads enriched and scored automatically
Sales Pipeline Automation
The story in short
We automated the client's entire inbound lead pipeline, removing roughly 12 hours of manual SDR work per week and cutting lead response time from hours to minutes. Every inbound lead is now enriched, scored, and routed automatically, with a human approving every outbound message.
01The problem
Every inbound lead was handled by hand. Replies took hours, and deals went to whoever answered first.
Inbound leads were handled entirely by hand. Response times stretched into hours, qualification was inconsistent from rep to rep, and the team's best closers spent their day researching companies and keying data into the CRM instead of selling. Slow, uneven follow-up loses deals to whoever replies first. The process could not scale with lead volume, and the cost was paid in missed revenue and burned-out reps.
02How we approached it
We built the pipeline on n8n with Claude handling the language-heavy work, treating it as a production system rather than a demo. Each lead is auto-enriched with company, role, and intent signals, then scored against the client's ideal-customer profile so reps act on the right prospects first. Claude drafts a personalized first-touch email, but nothing sends without rep approval, we kept a human in the loop on every outbound message to protect the brand and the relationship. Every action writes back to the CRM through its API, so the system of record stays the single source of truth.
03What we built
The systems behind the result.
Automated lead enrichment
Every inbound lead is enriched with company, role, and intent signals automatically, eliminating the manual research reps used to do by hand.
ICP-based scoring and routing
Leads are scored against the ideal-customer profile and routed to the right rep, so attention goes to the highest-value prospects first.
AI-drafted first-touch email
Claude drafts a personalized opening email for each lead. The rep reviews and approves before anything sends. Human in the loop on every message.
Automated calendar booking
Qualified prospects are offered self-serve calendar booking, collapsing the back-and-forth of scheduling a first call.
CRM write-back
Enrichment, scores, and activity write back to the CRM via its API, keeping the system of record complete and current without manual entry.
04The result
What changed for the business.
of manual SDR research and data entry removed
average lead response time, down from hours
of inbound leads enriched and scored automatically
05Under the hood
The stack, and why we chose it.
n8n gave us a maintainable, observable orchestration layer the client can reason about, rather than a black-box script. Claude handles enrichment summaries and email drafting where language quality matters, while webhooks and the CRM API keep everything event-driven and in sync in real time. The approval step is a deliberate design choice, automation for speed, humans for judgment.
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AI Back-Office Automation
Staff keyed invoices, contracts, and forms in by hand, and documents got lost in email threads.
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