{"workflow":{"id":12719,"name":"Route and nurture financial services leads with OpenAI, Gmail and Google Sheets","views":122,"recentViews":0,"totalViews":122,"createdAt":"2026-01-14T19:56:47.360Z","description":"# Financial services lead magnet with Lovable/Base44 and n8n\n\nAutomatically route and nurture leads for Business Funding, Life Insurance, Credit Repair, and Agent Recruitment with hyper-personalized AI-generated emails.\n\n## How it works\n\n**1. Lead Capture via Webhook**\nYour landing page submits lead data (name, email, phone, interest, service-specific details) to the workflow webhook.\n\n**2. Intelligent Routing by Interest**\nSwitch node routes leads to the appropriate path based on their selected service interest.\n\n**3. AI Email Generation**\nOpenAI generates hyper-personalized HTML emails using the lead's specific data - calculating funding amounts, insurance premiums, credit repair timelines, or recruitment benefits.\n\n**4. Automated Email Delivery**\nGmail sends the customized email with dynamic subject lines and professional templates.\n\n**5. Lead Tracking**\nGoogle Sheets logs all lead data for follow-up and analytics.\n\n---\n\n## Set up steps\n\n**Time to set up:** 15-20 minutes\n\n### 1. Configure Credentials (5 min)\n- Add your **OpenAI API key** (all AI nodes use the same credential)\n- Connect **Gmail OAuth2** for sending emails\n- Connect **Google Sheets OAuth2** for lead tracking\n\n### 2. Create Your Lead Tracking Sheet (2 min)\n- Create a Google Sheet with columns: Name, Interest, Phone, Email, Details/Additional Data\n- Copy the Sheet ID and update all Google Sheets nodes\n\n### 3. Set Up Webhook (3 min)\n- Activate the workflow to generate your webhook URL\n- Copy the webhook URL for your landing page integration\n\n### 4. Customize Your Brand (5 min)\n- Replace all \"Your Name\" placeholders with your name\n- Update \"Your Company\" and \"Your Title\" references\n- Add your actual service links (funding, insurance, credit repair, recruitment)\n- Adjust brand colors in HTML templates if desired\n\n### 5. Test the Workflow (5 min)\n- Use the pinned test data in the Webhook node to validate each path\n- Send test emails to yourself\n- Verify data appears correctly in Google Sheets\n\n**Detailed setup instructions are included in the sticky notes throughout the workflow.**\n\n---\n\n## Building Your Landing Page Frontend\n\nThis workflow needs a landing page to collect leads. Here's how to build one quickly:\n\n### Option 1: Build with Lovable (Recommended - Fastest)\n\n**Lovable Prompt:**\n\n```\nCreate a modern lead magnet landing page for a financial services company with the following:\n\nLAYOUT:\n- Hero section with headline \"Unlock Your Financial Future\" and subheadline about multiple services\n- Service selection cards for: Business Funding, Life Insurance, Credit Repair, Become an Agent\n- Lead capture form that appears when user selects a service\n- Professional color scheme: Green (#2EAE4E) primary, Cream (#F5F5DC) secondary, Gold (#FFD700) accents\n\nFORM FUNCTIONALITY:\n- Universal fields: First Name, Last Name, Email, Phone\n- Service-specific conditional fields that appear based on selection:\n  \n  Business Funding:\n  - Business Length (dropdown: &lt;1 year, 1-2 years, 2-5 years, 5+ years)\n  - Monthly Revenue (dropdown: Under $10k, $10k-$50k, $50k-$100k, $100k+)\n  - Credit Score (dropdown: Below 600, 600-650, 650-700, 700+)\n  - Funding Purpose (text input)\n  \n  Life Insurance:\n  - Age Range (dropdown: 18-30, 31-40, 41-50, 51-60, 60+)\n  - Has Dependents (radio: Yes/No)\n  - Health Status (dropdown: Excellent, Good, Fair)\n  - Coverage Needed (dropdown: $250k-$500k, $500k-$1M, $1M+)\n  - State (dropdown: all US states)\n  \n  Credit Repair:\n  - Current Credit Score (dropdown: Below 500, 500-580, 580-650, 650-700, 700+)\n  - Credit Goals (dropdown: Buy a home, Get a loan, Better rates, Start a business)\n  - Negative Items (text input)\n  \n  Become an Agent:\n  - Has Experience (radio: Yes/No)\n  - Is Licensed (radio: Yes/No)\n  - Interests (checkboxes: Flexible schedule, Passive income, Helping others, Building team)\n  - Start Time (dropdown: Immediately, 1-2 weeks, 1 month, Just exploring)\n\nFORM SUBMISSION:\n- On submit, POST form data as JSON to webhook URL: [YOUR_WEBHOOK_URL_HERE]\n- JSON structure:\n{\n  \"firstName\": \"string\",\n  \"lastName\": \"string\", \n  \"email\": \"string\",\n  \"phone\": \"string\",\n  \"interest\": \"string\",\n  \"additionalData\": {\n    // service-specific fields as object\n  },\n  \"timestamp\": \"ISO date string\",\n  \"source\": \"leadmagnet_page\"\n}\n\n- Show success message after submission\n- Reset form for next lead\n- Add subtle animations and hover effects\n- Mobile responsive design\n- Include trust badges/testimonials section\n- Add privacy policy notice\n\nSTYLING:\n- Modern, professional design\n- Gradient buttons with hover effects\n- Card-based layout for services\n- Smooth transitions between form states\n- Loading state during submission\n```\n\n**After Lovable generates it:**\n1. Replace `[YOUR_WEBHOOK_URL_HERE]` with your actual n8n webhook URL\n2. Customize branding, copy, and testimonials\n3. Deploy to Netlify/Vercel (Lovable can do this automatically)\n\n---\n\n### Option 2: Build with Base44 (v0.dev)\n\n**Base44/v0 Prompt:**\n\n```\nCreate a conversion-optimized lead capture landing page for financial services with:\n\nSTRUCTURE:\n- Single-page application with smooth scrolling\n- Hero section with value proposition\n- 4 service option cards (Business Funding, Life Insurance, Credit Repair, Agent Recruitment)\n- Dynamic form that shows service-specific fields based on card selection\n- Social proof section with stats/testimonials\n- Footer with company info\n\nFORM BEHAVIOR:\nWhen user clicks a service card:\n1. Highlight selected card\n2. Scroll smoothly to form section\n3. Show universal fields (name, email, phone)\n4. Show conditional fields based on service:\n\nBusiness Funding → creditScore, monthlyRevenue, businessLength, fundingPurpose\nLife Insurance → ageRange, hasDependents, healthStatus, coverageNeeded, state\nCredit Repair → currentScore, creditGoals, negativeItems\nAgent Recruitment → hasExperience, isLicensed, interests (multi-select), startTime\n\nTECHNICAL REQUIREMENTS:\n- React components with TypeScript\n- Form validation with error messages\n- Submit to webhook endpoint via fetch API with POST\n- JSON payload structure:\n  {\n    firstName, lastName, email, phone, interest,\n    additionalData: { ...service-specific fields },\n    timestamp: new Date().toISOString(),\n    source: \"leadmagnet_page\"\n  }\n- Loading spinner during submission\n- Success confirmation modal\n- Error handling with user-friendly messages\n\nDESIGN:\n- Color palette: Primary green #2EAE4E, Cream #F5F5DC, Gold accents #FFD700\n- Tailwind CSS styling\n- Responsive breakpoints for mobile/tablet/desktop\n- Accessible form inputs with proper labels\n- Smooth animations using Framer Motion\n- Professional sans-serif font (Inter or similar)\n\nCOMPONENTS TO CREATE:\n- ServiceCard: clickable cards with icon, title, description\n- DynamicForm: form that renders fields based on selected service\n- SuccessModal: confirmation after submission\n- TestimonialsSection: social proof carousel\n- HeroSection: headline, subheadline, CTA\n\nMake it modern, trustworthy, and conversion-focused.\n```\n\n---\n\n### Option 3: Use Existing Form Builders\n\nIf you prefer no-code tools:\n\n**Typeform:**\n- Create multi-step form with conditional logic\n- Use Typeform webhook to send data to n8n\n- Map Typeform fields to expected JSON structure\n\n**Webflow:**\n- Build custom landing page\n- Use Webflow Forms with custom code to POST to webhook\n- Add JavaScript to format data correctly\n\n**Carrd:**\n- Simple single-page landing\n- Use custom form with JavaScript submission\n- Lightweight and fast-loading\n\n---\n\n## What You Get\n\n✅ **4 Complete Service Paths:**\n- Business Funding (dynamic loan amount calculations)\n- Life Insurance (age/health-based premium estimates)\n- Credit Repair (realistic timeline projections)\n- Agent Recruitment (experience-matched messaging)\n\n✅ **AI-Powered Personalization:**\n- Uses prospect's specific data points\n- Calculates service-specific metrics\n- First-person conversational tone\n- Professional HTML email templates\n\n✅ **Complete Lead Management:**\n- Automated email delivery\n- Google Sheets tracking\n- Service-specific data capture\n- Timestamp logging\n\n✅ **Production-Ready Prompts:**\n- Detailed AI instructions for each service\n- Dynamic calculations built-in\n- Brand voice guidelines\n- HTML template structure\n\n---\n\n## Perfect For\n\n- Financial advisors and planners\n- Insurance agents and brokers\n- Business funding consultants\n- Credit repair services\n- MLM/Network marketing in financial services\n- Lead generation agencies serving finance clients\n\n---\n\n## Customization Ideas\n\n🎨 **Branding:**\n- Update colors in HTML templates to match your brand\n- Add your logo to email headers\n- Customize email signatures\n\n📊 **Integrations:**\n- Add SMS notifications (Twilio node)\n- Connect to your CRM (HubSpot, Salesforce)\n- Set up Slack notifications for high-value leads\n- Add calendar booking links\n\n🔄 **Follow-up Sequences:**\n- Add delay nodes for drip campaigns\n- Create nurture paths for non-responders\n- Set up reminder emails\n\n📈 **Analytics:**\n- Connect to Google Analytics\n- Track conversion rates per service\n- Monitor email open/click rates\n- Set up performance dashboards\n\n---\n\n## Technical Requirements\n\n- n8n instance (cloud or self-hosted)\n- OpenAI API key (GPT-4o-mini recommended for cost efficiency)\n- Gmail account with OAuth2 enabled\n- Google Sheets access\n- Landing page with webhook integration\n\n---\n\n## Cost Estimate\n\n**Per 100 leads:**\n- OpenAI API: ~$0.50-$1.00 (GPT-4o-mini)\n- Gmail: Free (within limits)\n- Google Sheets: Free\n- n8n: Depends on hosting (cloud ~$20/mo, self-hosted variable)\n\n**Total: Roughly $1-2 per 100 leads for AI generation**\n\n---\n\n## Support & Documentation\n\n📚 **Included Documentation:**\n- 10+ detailed sticky notes throughout workflow\n- Setup checklist\n- Data structure specifications\n- Troubleshooting guide\n- Customization tips\n\n🎥 **Recommended Resources:**\n- n8n webhook documentation\n- OpenAI API best practices\n- Gmail API quotas and limits\n\n---\n\n## Author\n\n**David Olusola**  \n\n\n---\n\n## Version History\n\n**v1.0** - Initial release\n- 4 service paths with AI personalization\n- Complete email automation\n- Google Sheets integration\n- Production-ready prompts\n- Comprehensive documentation\n\n---\n\n## License & Usage\n\nFree to use and modify for your business. \n\n⭐ If this template helps you, please:\n- Leave a review\n- Share with others in financial services\n- Tag me in your success stories\n\nQuestions? Find me on the n8n community forum or LinkedIn.","workflow":{"meta":{"instanceId":"2000c64071c20843606b95c63795bb0797c41036047055a6586498e855b96efc"},"nodes":[{"id":"75bd4fec-b427-4c19-97c6-bd17dfb662b7","name":"Webhook - Lead Capture","type":"n8n-nodes-base.webhook","position":[272,368],"webhookId":"your-webhook-id-here","parameters":{"path":"your-webhook-path-here","options":{},"httpMethod":"POST"},"typeVersion":2.1},{"id":"07a2f7a2-1dfd-4c67-a70c-0fd0fa0f953e","name":"Route by Interest","type":"n8n-nodes-base.switch","position":[544,368],"parameters":{"rules":{"values":[{"conditions":{"options":{"version":3,"leftValue":"","caseSensitive":true,"typeValidation":"strict"},"combinator":"and","conditions":[{"id":"0f41c52d-404b-4cd2-be15-ab9e1faa9b29","operator":{"type":"string","operation":"equals"},"leftValue":"={{ $json.body.interest }}","rightValue":"Business Funding"}]}},{"conditions":{"options":{"version":3,"leftValue":"","caseSensitive":true,"typeValidation":"strict"},"combinator":"and","conditions":[{"id":"6c325aec-0a8a-43c0-a7e4-cf186883100b","operator":{"type":"string","operation":"equals"},"leftValue":"={{ $json.body.interest }}","rightValue":"Life Insurance"}]}},{"conditions":{"options":{"version":3,"leftValue":"","caseSensitive":true,"typeValidation":"strict"},"combinator":"and","conditions":[{"id":"9efa7364-029f-40a0-8f05-20300554cbf8","operator":{"type":"string","operation":"equals"},"leftValue":"={{ $json.body.interest }}","rightValue":"Credit Repair"}]}},{"conditions":{"options":{"version":3,"leftValue":"","caseSensitive":true,"typeValidation":"strict"},"combinator":"and","conditions":[{"id":"4fce0e2a-bc0b-4cb4-944e-e76d0a468b55","operator":{"type":"string","operation":"equals"},"leftValue":"={{ $json.body.interest }}","rightValue":"Become an Agent"}]}}]},"options":{}},"typeVersion":3.4},{"id":"50f26cdd-b196-412a-9d1f-8df56465cd83","name":"AI - Business Funding Email","type":"@n8n/n8n-nodes-langchain.openAi","position":[832,176],"parameters":{"modelId":{"__rl":true,"mode":"list","value":"gpt-4o-mini","cachedResultName":"GPT-4O-MINI"},"options":{},"responses":{"values":[{"content":"=Write a personalized funding email to {{ $('Webhook - Lead Capture').item.json.body.firstName }} {{ $('Webhook - Lead Capture').item.json.body.lastName }}.\n\nBusiness Profile:\n- Business Age: {{ $('Webhook - Lead Capture').item.json.body.additionalData.businessLength }} years\n- Monthly Revenue: {{ $('Webhook - Lead Capture').item.json.body.additionalData.monthlyRevenue }}\n- Credit Score: {{ $('Webhook - Lead Capture').item.json.body.additionalData.creditScore }}\n- Funding Need: {{ $('Webhook - Lead Capture').item.json.body.additionalData.fundingPurpose }}\n\nFUNDING CALCULATION (be specific):\n- If revenue \"Under 10k\": $10K-$50K\n- If revenue \"10k-50k\": $50K-$150K\n- If revenue \"50k-100k\": $150K-$300K\n- If revenue \"100k+\": $300K-$500K\n\nAdd 20% if credit 700+, reduce 20% if credit below 600.\n\nFor business age {{ $('Webhook - Lead Capture').item.json.body.additionalData.businessLength }}:\n- Less than 1 year: \"newer businesses can qualify\"\n- 1-2 years: \"established track record\"\n- 2-5 years: \"strong position, multiple options\"\n- 5+ years: \"prime candidate, best rates\"\n\nWRITING INSTRUCTIONS:\n\n1. Start: \"Hi {{ $('Webhook - Lead Capture').item.json.body.firstName }}, I just reviewed your funding request and I'm excited to share some options with you.\"\n\n2. Acknowledge SPECIFIC situation using EXACT data (2-3 sentences).\n\n3. Calculate SPECIFIC funding amount based on their revenue/credit.\n\n4. List 2-3 loan types that fit THEM specifically with rates.\n\n5. Reference their exact funding purpose: \"{{ $('Webhook - Lead Capture').item.json.body.additionalData.fundingPurpose }}\"\n\n6. Create urgency: \"I can get your pre-approval started today.\"\n\n7. Personal close: \"I've helped dozens of business owners - let's get this done for you, {{ $('Webhook - Lead Capture').item.json.body.firstName }}.\"\n\nHTML STRUCTURE:\n\n<div style=\"font-family: 'Segoe UI', Arial, sans-serif; max-width: 600px; margin: 0 auto; background-color: #F5F5DC; border-radius: 12px; overflow: hidden; box-shadow: 0 4px 12px rgba(0,0,0,0.1);\">\n  <div style=\"background: linear-gradient(135deg, #2EAE4E 0%, #25943F 100%); padding: 30px 20px; text-align: center;\">\n    <h1 style=\"color: #FFFFFF; margin: 0; font-size: 28px; font-weight: 700; text-shadow: 0 2px 4px rgba(0,0,0,0.2);\">Your Business Funding Options</h1>\n    <p style=\"color: #E8F5E9; margin: 8px 0 0 0; font-size: 16px;\">Personalized for {{ $('Webhook - Lead Capture').item.json.body.firstName }}</p>\n  </div>\n  <div style=\"padding: 35px 25px; background-color: #FFFFFF; color: #1F1F1F;\">\n    <p style=\"font-size: 17px; line-height: 1.7; margin: 0 0 20px 0;\">Hi {{ $('Webhook - Lead Capture').item.json.body.firstName }},</p>\n    <p style=\"font-size: 16px; line-height: 1.7; margin: 0 0 20px 0;\">I just reviewed your funding request and I'm excited to share some options with you.</p>\n    <p style=\"font-size: 16px; line-height: 1.7; margin: 0 0 25px 0;\">[2-3 sentences using EXACT data: business age, revenue, credit, purpose]</p>\n    <div style=\"background: linear-gradient(135deg, #E8F5E9 0%, #F1F8F4 100%); border-left: 5px solid #2EAE4E; padding: 20px; margin: 25px 0; border-radius: 8px;\">\n      <h2 style=\"color: #2EAE4E; margin: 0 0 12px 0; font-size: 20px; font-weight: 700;\">💼 Here's What You Qualify For:</h2>\n      <p style=\"font-size: 16px; line-height: 1.7; margin: 0 0 12px 0;\"><strong style=\"color: #2EAE4E; font-size: 18px;\">[CALCULATE SPECIFIC amount: e.g. \"$175,000 to $250,000\"]</strong></p>\n      <p style=\"font-size: 16px; line-height: 1.7; margin: 0;\">[2-3 specific loan types with rates based on credit/revenue]</p>\n    </div>\n    <p style=\"font-size: 16px; line-height: 1.7; margin: 0 0 20px 0;\">[How this helps their EXACT stated purpose]</p>\n    <h3 style=\"color: #2EAE4E; font-size: 18px; margin: 25px 0 12px 0; font-weight: 700;\">📋 Next Steps:</h3>\n    <ol style=\"font-size: 16px; line-height: 1.8; margin: 0 0 25px 0; padding-left: 25px;\">\n      <li>Click below - takes 5 minutes</li>\n      <li>I'll review personally within 24 hours</li>\n      <li>Funding in 3-5 business days if approved</li>\n    </ol>\n    <div style=\"text-align: center; margin: 35px 0 25px 0;\">\n      <a href=\"YOUR_FUNDING_LINK_HERE\" style=\"display: inline-block; background: linear-gradient(135deg, #2EAE4E 0%, #25943F 100%); color: #FFFFFF; padding: 16px 40px; text-decoration: none; border-radius: 50px; font-weight: 700; font-size: 18px; box-shadow: 0 4px 15px rgba(46, 174, 78, 0.3);\">Apply for Funding Now →</a>\n    </div>\n    <p style=\"font-size: 16px; line-height: 1.7; margin: 25px 0 0 0;\">I've helped dozens of business owners secure funding - let's get this done for you, {{ $('Webhook - Lead Capture').item.json.body.firstName }}.</p>\n    <p style=\"font-size: 15px; line-height: 1.7; color: #666; margin: 15px 0 0 0;\">Talk soon,<br><strong style=\"color: #2EAE4E;\">Your Name</strong></p>\n  </div>\n  <div style=\"background-color: #F5F5DC; padding: 25px; text-align: center; border-top: 2px solid #2EAE4E;\">\n    <p style=\"margin: 0; font-size: 15px; font-weight: 600;\">Your Name</p>\n    <p style=\"margin: 5px 0 0 0; color: #666; font-size: 14px;\">Your Company | Your Title</p>\n  </div>\n</div>\n\n350-400 words. Write as yourself personally emailing them."},{"role":"system","content":"You are a top partner who personally helps business owners secure funding.\n\nWrite emails as if YOU are directly emailing them - warm, confident, specific.\n\nCRITICAL:\n- Output ONLY raw HTML (no code fences, no markdown)\n- Calculate SPECIFIC funding amounts from their data\n- Write in first person (\"I reviewed...\" not \"Based on...\")\n- Use their first name naturally 3-4 times\n- Be confident and action-oriented"}]},"builtInTools":{}},"typeVersion":2},{"id":"1b959e0a-db0d-4ce1-b4e4-b9f01fb98cbb","name":"AI - Life Insurance Email","type":"@n8n/n8n-nodes-langchain.openAi","position":[832,352],"parameters":{"modelId":{"__rl":true,"mode":"list","value":"gpt-4o-mini","cachedResultName":"GPT-4O-MINI"},"options":{},"responses":{"values":[{"content":"=Write personal life insurance email to {{ $('Webhook - Lead Capture').item.json.body.firstName }} {{ $('Webhook - Lead Capture').item.json.body.lastName }}.\n\nProfile:\n- Age: {{ $('Webhook - Lead Capture').item.json.body.additionalData.ageRange }}\n- Dependents: {{ $('Webhook - Lead Capture').item.json.body.additionalData.hasDependents }}\n- Health: {{ $('Webhook - Lead Capture').item.json.body.additionalData.healthStatus }}\n- Coverage: {{ $('Webhook - Lead Capture').item.json.body.additionalData.coverageNeeded }}\n\nPREMIUM CALCULATION:\nAge 18-30: $30-60/month for $250K-$500K term\nAge 31-40: $50-90/month for $500K-$1M term\nAge 41-50: $90-150/month for $500K-$1M term\nAge 51-60: $150-250/month for $500K-$1M term\n\nHealth adjustment:\n- Excellent: lower end\n- Good: mid range\n- Fair: higher end + \"still affordable\"\n\nINSTRUCTIONS:\n\n1. Start: \"Hi {{ $('Webhook - Lead Capture').item.json.body.firstName }}, I'm so glad you're thinking about protecting your family's future.\"\n\n2. If has dependents: \"I know how important it is to make sure they're taken care of\"\n   If no dependents: \"Locking in rates while young is smart\"\n\n3. SPECIFIC premium: \"For someone {{ $('Webhook - Lead Capture').item.json.body.additionalData.ageRange }} with {{ $('Webhook - Lead Capture').item.json.body.additionalData.healthStatus }} health, you're looking at **$X to $Y per month** for {{ $('Webhook - Lead Capture').item.json.body.additionalData.coverageNeeded }}\"\n\n4. Why NOW: \"Younger/healthier = better rates locked in. Waiting 5 years could double premium\"\n\n5. Make it real: \"That {{ $('Webhook - Lead Capture').item.json.body.additionalData.coverageNeeded }} would cover mortgage/education/income replacement\"\n\n6. Address objection: \"'I'm healthy, don't need it yet' - that's EXACTLY when you need it, while rates are low\"\n\nHTML:\n\n<div style=\"font-family: 'Segoe UI', Arial, sans-serif; max-width: 600px; margin: 0 auto; background-color: #F5F5DC; border-radius: 12px; overflow: hidden; box-shadow: 0 4px 12px rgba(0,0,0,0.1);\">\n  <div style=\"background: linear-gradient(135deg, #2EAE4E 0%, #25943F 100%); padding: 30px 20px; text-align: center;\">\n    <h1 style=\"color: #FFFFFF; margin: 0; font-size: 28px; font-weight: 700; text-shadow: 0 2px 4px rgba(0,0,0,0.2);\">Protect Your Future & Grow Tax-Free Wealth</h1>\n    <p style=\"color: #E8F5E9; margin: 8px 0 0 0; font-size: 16px;\">Life Insurance Guide for {{ $('Webhook - Lead Capture').item.json.body.firstName }}</p>\n  </div>\n  <div style=\"padding: 35px 25px; background-color: #FFFFFF; color: #1F1F1F;\">\n    <p style=\"font-size: 17px; line-height: 1.7; margin: 0 0 20px 0;\">Hi {{ $('Webhook - Lead Capture').item.json.body.firstName }},</p>\n    <p style=\"font-size: 16px; line-height: 1.7; margin: 0 0 20px 0;\">I'm so glad you're thinking about protecting your family's future. [Acknowledge their family situation warmly - dependents or not]</p>\n    <div style=\"background: linear-gradient(135deg, #E8F5E9 0%, #F1F8F4 100%); border-left: 5px solid #2EAE4E; padding: 20px; margin: 25px 0; border-radius: 8px;\">\n      <h2 style=\"color: #2EAE4E; margin: 0 0 12px 0; font-size: 20px; font-weight: 700;\">🛡️ Your Coverage Options:</h2>\n      <p style=\"font-size: 16px; line-height: 1.7; margin: 0 0 12px 0;\"><strong style=\"color: #2EAE4E; font-size: 18px;\">[SPECIFIC premium: e.g. \"$75-$95 per month\"]</strong> for {{ $('Webhook - Lead Capture').item.json.body.additionalData.coverageNeeded }}</p>\n      <p style=\"font-size: 16px; line-height: 1.7; margin: 0;\">[Term vs Whole Life - which fits THEM based on age]</p>\n    </div>\n    <p style=\"font-size: 16px; line-height: 1.7; margin: 0 0 20px 0;\">[2-3 sentences what family would receive - emotional but not scary]</p>\n    <div style=\"background-color: #FFF9E6; border-left: 4px solid #FFC107; padding: 18px; margin: 20px 0; border-radius: 6px;\">\n      <p style=\"margin: 0; font-size: 15px; line-height: 1.6;\"><strong>💡 \"But I'm healthy, why need it?\"</strong><br><br>[Answer naturally - 2-3 sentences about locking rates while young/healthy]</p>\n    </div>\n    <p style=\"font-size: 16px; line-height: 1.7; margin: 0 0 25px 0;\">Best time to get life insurance is when you don't think you need it - that's when it's most affordable.</p>\n    <div style=\"text-align: center; margin: 35px 0 25px 0;\">\n      <a href=\"YOUR_INSURANCE_LINK_HERE\" style=\"display: inline-block; background: linear-gradient(135deg, #2EAE4E 0%, #25943F 100%); color: #FFFFFF; padding: 16px 40px; text-decoration: none; border-radius: 50px; font-weight: 700; font-size: 18px; box-shadow: 0 4px 15px rgba(46, 174, 78, 0.3);\">Get My Free Quote →</a>\n    </div>\n    <p style=\"font-size: 16px; line-height: 1.7; margin: 25px 0 0 0;\">I'd love to walk you through options, {{ $('Webhook - Lead Capture').item.json.body.firstName }}. No pressure - just want to make sure you're protected.</p>\n    <p style=\"font-size: 15px; line-height: 1.7; color: #666; margin: 15px 0 0 0;\">Here to help,<br><strong style=\"color: #2EAE4E;\">Your Name</strong></p>\n  </div>\n  <div style=\"background-color: #F5F5DC; padding: 25px; text-align: center; border-top: 2px solid #2EAE4E;\">\n    <p style=\"margin: 0; font-size: 15px; font-weight: 600;\">Your Name</p>\n    <p style=\"margin: 5px 0 0 0; color: #666; font-size: 14px;\">Your Company | Your Title</p>\n  </div>\n</div>\n\n350-400 words. Warm, caring, specific."},{"role":"system","content":"You are a compassionate life insurance advisor who helps families protect their future.\n\nWrite as if YOU are personally emailing them - warm, caring, specific.\n\nCRITICAL:\n- Output ONLY raw HTML (no code fences)\n- Calculate SPECIFIC premiums based on age/health\n- Reference family situation naturally\n- Write in first person (\"I want to help you...\")\n- Be warm but not salesy"}]},"builtInTools":{}},"typeVersion":2},{"id":"1a2ffdcd-281a-4211-886d-8afd0a5569c9","name":"AI - Credit Repair Email","type":"@n8n/n8n-nodes-langchain.openAi","position":[832,528],"parameters":{"modelId":{"__rl":true,"mode":"list","value":"gpt-4o-mini","cachedResultName":"GPT-4O-MINI"},"options":{},"responses":{"values":[{"content":"=Credit repair email for {{ $('Webhook - Lead Capture').item.json.body.firstName }} {{ $('Webhook - Lead Capture').item.json.body.lastName }}.\n\nType: {{ $('Webhook - Lead Capture').item.json.body.interest }}\nScore: {{ $('Webhook - Lead Capture').item.json.body.additionalData.currentScore }}\nGoals: {{ $('Webhook - Lead Capture').item.json.body.additionalData.creditGoals }}\n\nTIMELINE CALCULATION:\nScore below 500: 8-12 months to 620+\nScore 500-580: 6-9 months to 650+\nScore 580-650: 4-6 months to 700+\nScore 650-700: 3-4 months to 720+\n\nFor PERSONAL credit (\"Credit Repair\"):\n1. Start: \"Hi {{ $('Webhook - Lead Capture').item.json.body.firstName }}, I'm so glad you're taking steps to improve your credit.\"\n\n2. Validate their specific goal from {{ $('Webhook - Lead Capture').item.json.body.additionalData.creditGoals }}:\n   - \"Buy a home\": \"Homeownership is such an important goal\"\n   - \"Get a loan\": \"Better credit = better rates and approval odds\"\n   - \"Better interest rates\": \"Smart move - better credit saves thousands\"\n   - \"Start a business\": \"Strong credit opens so many funding doors\"\n\n3. Give REALISTIC timeline based on {{ $('Webhook - Lead Capture').item.json.body.additionalData.currentScore }}\n\n4. Explain program: dispute letters, credit coaching, monthly tracking\n\n5. Show impact: \"Going from {{ $('Webhook - Lead Capture').item.json.body.additionalData.currentScore }} to 700+ could save you $15K-$40K in interest over a mortgage\"\n\n6. CTA: YOUR_CREDIT_REPAIR_LINK_HERE\n\nFor BUSINESS credit (\"Business Credit Repair\"):\n1. Start: \"Hi {{ $('Webhook - Lead Capture').item.json.body.firstName }}, building business credit is one of the smartest moves for your company.\"\n\n2. Explain: \"Business credit is SEPARATE from personal - protects your personal credit and unlocks way higher funding amounts\"\n\n3. Timeline: \"90-180 days to establish strong business credit profile\"\n\n4. Benefits: \"With business credit, you can access $50K-$250K in funding WITHOUT personal guarantee\"\n\n5. Program: vendor tradelines, D&B profile, credit monitoring\n\n6. CTA: YOUR_BUSINESS_CREDIT_LINK_HERE\n\nHTML:\n\n<div style=\"font-family: 'Segoe UI', Arial, sans-serif; max-width: 600px; margin: 0 auto; background-color: #F5F5DC; border-radius: 12px; overflow: hidden; box-shadow: 0 4px 12px rgba(0,0,0,0.1);\">\n  <div style=\"background: linear-gradient(135deg, #2EAE4E 0%, #1E8E3E 100%); padding: 30px 20px; text-align: center;\">\n    <h1 style=\"color: #FFFFFF; margin: 0; font-size: 28px; font-weight: 700; text-shadow: 0 2px 4px rgba(0,0,0,0.2);\">{{ $('Webhook - Lead Capture').item.json.body.interest === 'Business Credit Repair' ? '📈 Build Your Business Credit' : '✨ Your Credit Repair Roadmap' }}</h1>\n    <p style=\"color: #E8F5E9; margin: 8px 0 0 0; font-size: 16px;\">Personalized Plan for {{ $('Webhook - Lead Capture').item.json.body.firstName }}</p>\n  </div>\n  <div style=\"padding: 35px 25px; background-color: #FFFFFF; color: #1F1F1F;\">\n    <p style=\"font-size: 17px; line-height: 1.7; margin: 0 0 20px 0;\">Hi {{ $('Webhook - Lead Capture').item.json.body.firstName }},</p>\n    <p style=\"font-size: 16px; line-height: 1.7; margin: 0 0 20px 0;\">[Validate their specific goal from data warmly]</p>\n    <div style=\"background: linear-gradient(135deg, #E8F5E9 0%, #F1F8F4 100%); border-left: 5px solid #2EAE4E; padding: 20px; margin: 25px 0; border-radius: 8px;\">\n      <h2 style=\"color: #2EAE4E; margin: 0 0 12px 0; font-size: 20px; font-weight: 700;\">{{ $('Webhook - Lead Capture').item.json.body.interest === 'Business Credit Repair' ? '🏢 Your Business Credit Plan:' : '✨ Your Improvement Timeline:' }}</h2>\n      <p style=\"font-size: 16px; line-height: 1.7; margin: 0;\">[REALISTIC timeline based on current score, what can be fixed, how it helps their goal]</p>\n    </div>\n    <p style=\"font-size: 16px; line-height: 1.7; margin: 0 0 20px 0;\">[Explain program benefits - be specific about what they get]</p>\n    <p style=\"font-size: 16px; line-height: 1.7; margin: 0 0 25px 0;\">[Show financial impact - savings on mortgage/loan OR funding access for business]</p>\n    <h3 style=\"color: #2EAE4E; font-size: 18px; margin: 25px 0 12px 0; font-weight: 700;\">What's Included:</h3>\n    <ul style=\"font-size: 15px; line-height: 1.8; color: #1F1F1F; margin: 0 0 25px 0; padding-left: 25px;\">\n      <li>{{ $('Webhook - Lead Capture').item.json.body.interest === 'Business Credit Repair' ? 'Build business credit profile separate from personal' : 'Professional credit analysis & dispute letters' }}</li>\n      <li>{{ $('Webhook - Lead Capture').item.json.body.interest === 'Business Credit Repair' ? 'Establish vendor tradelines with major suppliers' : 'Monthly progress tracking & score monitoring' }}</li>\n      <li>{{ $('Webhook - Lead Capture').item.json.body.interest === 'Business Credit Repair' ? 'Increase funding capacity without personal guarantee' : 'Personalized credit coaching & education' }}</li>\n    </ul>\n    <div style=\"text-align: center; margin: 35px 0 25px 0;\">\n      <a href=\"{{ $('Webhook - Lead Capture').item.json.body.interest === 'Business Credit Repair' ? 'YOUR_BUSINESS_CREDIT_LINK_HERE' : 'YOUR_CREDIT_REPAIR_LINK_HERE' }}\" style=\"display: inline-block; background: linear-gradient(135deg, #2EAE4E 0%, #25943F 100%); color: #FFFFFF; padding: 16px 40px; text-decoration: none; border-radius: 50px; font-weight: 700; font-size: 18px; box-shadow: 0 4px 15px rgba(46, 174, 78, 0.3);\">{{ $('Webhook - Lead Capture').item.json.body.interest === 'Business Credit Repair' ? 'Start Building Business Credit →' : 'Start My Credit Repair →' }}</a>\n    </div>\n    <p style=\"font-size: 16px; line-height: 1.7; margin: 25px 0 0 0;\">I'd love to help you reach your goals, {{ $('Webhook - Lead Capture').item.json.body.firstName }}. Let's get your credit where it needs to be.</p>\n    <p style=\"font-size: 15px; line-height: 1.7; color: #666; margin: 15px 0 0 0;\">To your financial success,<br><strong style=\"color: #2EAE4E;\">Your Name</strong></p>\n  </div>\n  <div style=\"background-color: #F5F5DC; padding: 25px; text-align: center; border-top: 2px solid #2EAE4E;\">\n    <p style=\"margin: 0; color: #1F1F1F; font-size: 15px; font-weight: 600;\">Your Name</p>\n    <p style=\"margin: 5px 0 0 0; color: #666; font-size: 14px;\">Your Company | Your Title</p>\n  </div>\n</div>\n\n350-400 words. Encouraging, realistic, specific."},{"role":"system","content":"You are a credit repair specialist who helps people improve their credit.\n\nWrite as if YOU are personally helping them - encouraging, realistic, specific.\n\nCRITICAL:\n- Output ONLY raw HTML (no code fences)\n- Give REALISTIC timelines based on current score\n- Reference their SPECIFIC goals from data\n- Show financial impact (savings or funding access)\n- Write in first person (\"I'd love to help you...\")\n- Use correct link based on personal vs business credit"}]},"builtInTools":{}},"typeVersion":2},{"id":"3f3a5fb7-b5e2-43b7-b7fe-012051360eab","name":"AI - Recruitment Email","type":"@n8n/n8n-nodes-langchain.openAi","position":[832,720],"parameters":{"modelId":{"__rl":true,"mode":"list","value":"gpt-4o-mini","cachedResultName":"GPT-4O-MINI"},"options":{},"responses":{"values":[{"content":"=Recruitment email for {{ $('Webhook - Lead Capture').item.json.body.firstName }} {{ $('Webhook - Lead Capture').item.json.body.lastName }}.\n\nBackground:\n- Experience: {{ $('Webhook - Lead Capture').item.json.body.additionalData.hasExperience }}\n- Licensed: {{ $('Webhook - Lead Capture').item.json.body.additionalData.isLicensed }}\n- Interests: {{ $('Webhook - Lead Capture').item.json.body.additionalData.interests }}\n- Start: {{ $('Webhook - Lead Capture').item.json.body.additionalData.startTime }}\n\nINSTRUCTIONS:\n\n1. Start: \"Hey {{ $('Webhook - Lead Capture').item.json.body.firstName }}! 👋 So excited you're interested in joining our team.\"\n\n2. Match experience:\n   - If \"yes\": \"Your {{ $('Webhook - Lead Capture').item.json.body.additionalData.hasExperience }} experience gives you a HUGE head start. You already know the game.\"\n   - If \"no\": \"No experience needed - I'll personally train you. Some of our top earners started from zero.\"\n\n3. License status:\n   - If \"yes\": \"Since you're licensed, you can start earning immediately.\"\n   - If \"no\": \"Getting licensed is easy - I'll walk you through it. Usually takes 2-4 weeks.\"\n\n4. Address THEIR specific interests from {{ $('Webhook - Lead Capture').item.json.body.additionalData.interests }}:\n   - \"Flexible schedule\": \"Work when YOU want - I have agents closing deals from anywhere\"\n   - \"Passive income\": \"Life insurance = residual checks for YEARS. Build it once, get paid forever\"\n   - \"Helping others\": \"You're literally changing lives - protecting families and funding dreams\"\n   - \"Building team\": \"Override commissions mean you earn from your team's success too\"\n\n5. Create urgency based on {{ $('Webhook - Lead Capture').item.json.body.additionalData.startTime }}:\n   - \"Immediately\": \"Perfect - I have training spots opening THIS WEEK. Let's move fast.\"\n   - \"1-2 weeks\": \"Great timing - next training cohort starts soon.\"\n   - \"1 month\": \"I'll get you prepared now so you hit the ground running.\"\n   - \"Just exploring\": \"No pressure - let's chat and see if this fits your goals.\"\n\n6. Real talk: \"Here's what I love - you control your income. Part-timers make $3K-$8K/month. Full-timers hit $10K-$30K. Top performers? $50K-$100K+. It's on YOU.\"\n\n7. Close: \"I'm looking for 3-5 serious people this month. If you're ready to build something real, let's talk.\"\n\nHTML:\n\n<div style=\"font-family: 'Segoe UI', Arial, sans-serif; max-width: 600px; margin: 0 auto; background: linear-gradient(180deg, #FFF9E6 0%, #F5F5DC 100%); border-radius: 12px; overflow: hidden; box-shadow: 0 4px 12px rgba(0,0,0,0.1);\">\n  <div style=\"background: linear-gradient(135deg, #2EAE4E 0%, #FFD700 100%); padding: 30px 20px; text-align: center;\">\n    <h1 style=\"color: #1F1F1F; margin: 0; font-size: 28px; font-weight: 700;\">🚀 Join Our Team</h1>\n    <p style=\"color: #1F1F1F; margin: 8px 0 0 0; font-size: 16px; font-weight: 600;\">Build Your Financial Future</p>\n  </div>\n  <div style=\"padding: 35px 25px; background-color: #FFFFFF;\">\n    <p style=\"font-size: 17px; line-height: 1.7; margin: 0 0 20px 0;\">Hey {{ $('Webhook - Lead Capture').item.json.body.firstName }}! 👋</p>\n    <p style=\"font-size: 16px; line-height: 1.7; margin: 0 0 20px 0;\">So excited you're interested in joining our team. [Match experience level enthusiastically - use EXACT data]</p>\n    <p style=\"font-size: 16px; line-height: 1.7; margin: 0 0 25px 0;\">[Address license status naturally]</p>\n    <div style=\"background: linear-gradient(135deg, #E8F5E9 0%, #FFF9E6 100%); border: 2px solid #2EAE4E; padding: 20px; margin: 25px 0; border-radius: 8px;\">\n      <h2 style=\"color: #2EAE4E; margin: 0 0 15px 0; font-size: 20px; font-weight: 700;\">💰 Multiple Income Streams:</h2>\n      <ul style=\"margin: 0; padding-left: 20px; font-size: 15px; line-height: 1.8; color: #1F1F1F;\">\n        <li><strong>Business Funding:</strong> $1,000-$5,000 per deal</li>\n        <li><strong>Life Insurance:</strong> Residual income (paid monthly for YEARS!)</li>\n        <li><strong>Credit Repair:</strong> $500-$1,500 per client</li>\n        <li><strong>Team Building:</strong> Override commissions on your team's sales</li>\n      </ul>\n    </div>\n    <p style=\"font-size: 16px; line-height: 1.7; margin: 0 0 20px 0;\">[Address THEIR specific interests from the data - be enthusiastic and specific]</p>\n    <div style=\"background-color: #FFF9E6; padding: 20px; margin: 20px 0; border-radius: 8px; border-left: 5px solid #FFD700;\">\n      <h3 style=\"color: #1F1F1F; margin: 0 0 12px 0; font-size: 18px; font-weight: 700;\">📊 Real Income Examples:</h3>\n      <p style=\"margin: 0; font-size: 15px; line-height: 1.7;\">\n        <strong style=\"color: #2EAE4E;\">Part-time:</strong> $3K-$8K/month<br>\n        <strong style=\"color: #2EAE4E;\">Full-time:</strong> $10K-$30K/month<br>\n        <strong style=\"color: #FFD700;\">Top performers:</strong> $50K-$100K+/month\n      </p>\n    </div>\n    <p style=\"font-size: 16px; line-height: 1.7; margin: 0 0 20px 0;\">[Create urgency based on their start time - be specific about next steps]</p>\n    <p style=\"font-size: 16px; line-height: 1.7; margin: 0 0 25px 0;\">Here's what I love, {{ $('Webhook - Lead Capture').item.json.body.firstName }} - YOU control your income. It's on you. I'm looking for 3-5 serious people this month who are ready to build something real.</p>\n    <div style=\"text-align: center; margin: 35px 0 25px 0;\">\n      <a href=\"YOUR_RECRUITMENT_LINK_HERE\" style=\"display: inline-block; background: linear-gradient(135deg, #2EAE4E 0%, #FFD700 100%); color: #1F1F1F; padding: 16px 40px; text-decoration: none; border-radius: 50px; font-weight: 700; font-size: 18px; box-shadow: 0 4px 15px rgba(46, 174, 78, 0.3);\">Schedule My Interview →</a>\n    </div>\n    <p style=\"font-size: 15px; line-height: 1.7; color: #666; margin: 25px 0 0 0; text-align: center; font-style: italic;\">Excited to potentially have you on the team!</p>\n  </div>\n  <div style=\"background-color: #F5F5DC; padding: 25px; text-align: center; border-top: 2px solid #2EAE4E;\">\n    <p style=\"margin: 0; color: #1F1F1F; font-size: 15px; font-weight: 600;\">Your Name</p>\n    <p style=\"margin: 5px 0 0 0; color: #666; font-size: 14px;\">Your Company | Your Title</p>\n  </div>\n</div>\n\n350-400 words. Exciting, direct, no BS."},{"role":"system","content":"You are an enthusiastic recruiter building your team.\n\nWrite as if YOU are personally recruiting them - excited, direct, authentic.\n\nCRITICAL:\n- Output ONLY raw HTML (no code fences)\n- Address THEIR specific experience/license/interests from data\n- Create urgency based on their start time\n- Write in first person (\"I'm looking for...\")\n- Be exciting but real - no hype, just facts"}]},"builtInTools":{}},"typeVersion":2},{"id":"8a7ce33e-1e3b-4bde-9b16-a5938fcddc13","name":"Gmail - Business Funding","type":"n8n-nodes-base.gmail","position":[1104,176],"webhookId":"your-webhook-id","parameters":{"sendTo":"={{ $('Webhook - Lead Capture').item.json.body.email }}","message":"={{ $json.output[0].content[0].text }}","options":{"appendAttribution":false},"subject":"=💰 Your Business Funding Pre-Approval - {{ $('Webhook - Lead Capture').item.json.body.firstName }}"},"typeVersion":2.1},{"id":"ccec78e6-f80d-4edc-916a-83eed3a04d9c","name":"Gmail - Life Insurance","type":"n8n-nodes-base.gmail","position":[1104,352],"webhookId":"your-webhook-id","parameters":{"sendTo":"={{ $('Webhook - Lead Capture').item.json.body.email }}","message":"={{ $json.output[0].content[0].text }}","options":{"appendAttribution":false},"subject":"=🛡️ Your Life Insurance Quote - {{ $('Webhook - Lead Capture').item.json.body.firstName }}"},"typeVersion":2.1},{"id":"6d7d2cd6-c13a-41f6-abc2-fadc3090e0f7","name":"Gmail - Credit Repair","type":"n8n-nodes-base.gmail","position":[1104,528],"webhookId":"your-webhook-id","parameters":{"sendTo":"={{ $('Webhook - Lead Capture').item.json.body.email }}","message":"={{ $json.output[0].content[0].text }}","options":{"appendAttribution":false},"subject":"={{ $('Webhook - Lead Capture').item.json.body.interest === 'Business Credit Repair' ? '📈 Build Your Business Credit Fast - ' + $('Webhook - Lead Capture').item.json.body.firstName : '✨ Your Credit Repair Roadmap - ' + $('Webhook - Lead Capture').item.json.body.firstName }}"},"typeVersion":2.1},{"id":"8fb6ef2f-e76b-4110-85e8-013918c223dd","name":"Gmail - Recruitment","type":"n8n-nodes-base.gmail","position":[1104,720],"webhookId":"your-webhook-id","parameters":{"sendTo":"={{ $('Webhook - Lead Capture').item.json.body.email }}","message":"={{ $json.output[0].content[0].text }}","options":{"appendAttribution":false},"subject":"=🚀 Opportunity Awaits - {{ $('Webhook - Lead Capture').item.json.body.firstName }}"},"typeVersion":2.1},{"id":"8414da26-480d-495b-abdb-51ab7ba183fb","name":"Sheets - Business Funding","type":"n8n-nodes-base.googleSheets","position":[1392,176],"parameters":{"columns":{"value":{"Name":"={{ $('Webhook - Lead Capture').item.json.body.firstName }} {{ $('Webhook - Lead Capture').item.json.body.lastName }}","Email":"={{ $('Webhook - Lead Capture').item.json.body.email }}","Phone":"={{ $('Webhook - Lead Capture').item.json.body.phone }}","Details":"={{ $('Webhook - Lead Capture').item.json.body.additionalData.creditScore }} Monthly Rev: {{ $('Webhook - Lead Capture').item.json.body.additionalData.monthlyRevenue }} Business Length:{{ $('Webhook - Lead Capture').item.json.body.additionalData.businessLength }}","Interest":"={{ $('Webhook - Lead Capture').item.json.body.interest }}"},"mappingMode":"defineBelow"},"options":{},"operation":"append","sheetName":{"__rl":true,"mode":"list","value":"gid=0","cachedResultName":"Sheet1"},"documentId":{"__rl":true,"mode":"list","value":"YOUR_GOOGLE_SHEET_ID","cachedResultName":"Lead Tracking Sheet"}},"typeVersion":4.7},{"id":"dde86ec9-545b-4290-a12a-11a13bf9a480","name":"Sheets - Life Insurance","type":"n8n-nodes-base.googleSheets","position":[1392,352],"parameters":{"columns":{"value":{"Age":"={{ $('Webhook - Lead Capture').item.json.body.additionalData.ageRange }}","Name":"={{ $('Webhook - Lead Capture').item.json.body.firstName }} {{ $('Webhook - Lead Capture').item.json.body.lastName }}","Email":"={{ $('Webhook - Lead Capture').item.json.body.email }}","Phone":"={{ $('Webhook - Lead Capture').item.json.body.phone }}","State":"={{ $('Webhook - Lead Capture').item.json.body.additionalData.state }}","Interest":"={{ $('Webhook - Lead Capture').item.json.body.interest }}","Health Status":"={{ $('Webhook - Lead Capture').item.json.body.additionalData.healthStatus }}","Coverage Needed":"={{ $('Webhook - Lead Capture').item.json.body.additionalData.coverageNeeded }}"},"mappingMode":"defineBelow"},"options":{},"operation":"append","sheetName":{"__rl":true,"mode":"list","value":"gid=0","cachedResultName":"Sheet1"},"documentId":{"__rl":true,"mode":"list","value":"YOUR_GOOGLE_SHEET_ID","cachedResultName":"Lead Tracking Sheet"}},"typeVersion":4.7},{"id":"73e0b629-f6b2-4672-ab19-ed8468e3c86a","name":"Sheets - Credit Repair","type":"n8n-nodes-base.googleSheets","position":[1392,528],"parameters":{"columns":{"value":{"Name":"={{ $('Webhook - Lead Capture').item.json.body.firstName }} {{ $('Webhook - Lead Capture').item.json.body.lastName }}","Email":"={{ $('Webhook - Lead Capture').item.json.body.email }}","Phone":"={{ $('Webhook - Lead Capture').item.json.body.phone }}","Details":"={{ $('Webhook - Lead Capture').item.json.body.additionalData.currentScore }} NegativeItems: {{ $('Webhook - Lead Capture').item.json.body.additionalData.negativeItems }}","Interest":"={{ $('Webhook - Lead Capture').item.json.body.interest }}"},"mappingMode":"defineBelow"},"options":{},"operation":"append","sheetName":{"__rl":true,"mode":"list","value":"gid=0","cachedResultName":"Sheet1"},"documentId":{"__rl":true,"mode":"list","value":"YOUR_GOOGLE_SHEET_ID","cachedResultName":"Lead Tracking Sheet"}},"typeVersion":4.7},{"id":"cee8f7b7-700a-44ec-96da-5f95234a8b03","name":"Sheets - Recruitment","type":"n8n-nodes-base.googleSheets","position":[1392,720],"parameters":{"columns":{"value":{"Name":"={{ $('Webhook - Lead Capture').item.json.body.firstName }} {{ $('Webhook - Lead Capture').item.json.body.lastName }}","Email":"={{ $('Webhook - Lead Capture').item.json.body.email }}","Phone":"={{ $('Webhook - Lead Capture').item.json.body.phone }}","Interest":"={{ $('Webhook - Lead Capture').item.json.body.interest }}"},"mappingMode":"defineBelow"},"options":{},"operation":"append","sheetName":{"__rl":true,"mode":"list","value":"gid=0","cachedResultName":"Sheet1"},"documentId":{"__rl":true,"mode":"list","value":"YOUR_GOOGLE_SHEET_ID","cachedResultName":"Lead Tracking Sheet"}},"typeVersion":4.7},{"id":"da01d1ce-3074-4b10-b265-3e158339d0d2","name":"Main Overview","type":"n8n-nodes-base.stickyNote","position":[-16,-112],"parameters":{"color":2,"width":520,"height":440,"content":"## How it works\n\nThis workflow automates personalized email responses for financial service leads captured from a landing page. When someone submits their information, the workflow:\n\n1. Captures lead data via webhook\n2. Routes them based on their selected interest (Business Funding, Life Insurance, Credit Repair, or Agent Recruitment)\n3. Generates a hyper-personalized AI email using their specific data (credit score, revenue, age, goals, etc.)\n4. Sends the email via Gmail with service-specific subject lines\n5. Logs all lead data to Google Sheets for tracking\n\nEach service path includes intelligent calculations (funding amounts, insurance premiums, credit repair timelines) based on the lead's actual information.\n\n## Setup steps\n\n1. **Webhook**: Replace the webhook path with your own and update your landing page form to POST data to this URL\n2. **OpenAI**: Add your OpenAI API credentials (all AI nodes use the same credential)\n3. **Gmail**: Connect Gmail OAuth2 and verify sender permissions\n4. **Google Sheets**: Create your tracking spreadsheet and update the Sheet ID in all append nodes\n5. **Personalization**: Replace all \"Your Name\", \"Your Company\", and service link placeholders throughout the AI prompts\n6. **Test**: Use the webhook test data to validate each path before going live\n\nBuilt by David Olusola | DaexAI"},"typeVersion":1},{"id":"f7b5ac02-5592-44c4-904a-ee22180ebcc3","name":"Webhook Data","type":"n8n-nodes-base.stickyNote","position":[-16,352],"parameters":{"color":5,"width":260,"height":424,"content":"## Webhook expects\n\nJSON with firstName, lastName, email, phone, interest, and service-specific additionalData fields.\n\n**Business Funding**: creditScore, monthlyRevenue, businessLength, fundingPurpose\n\n**Life Insurance**: ageRange, hasDependents, healthStatus, coverageNeeded, state\n\n**Credit Repair**: currentScore, creditGoals, negativeItems\n\n**Recruitment**: hasExperience, isLicensed, interests, startTime"},"typeVersion":1},{"id":"9070ac75-1fb6-40fd-9658-183fe765e68f","name":"Routing Logic","type":"n8n-nodes-base.stickyNote","position":[496,176],"parameters":{"color":6,"width":260,"height":368,"content":"## Routes by interest\n\nSwitch node routes to 4 paths:\n- Business Funding\n- Life Insurance\n- Credit Repair\n- Agent Recruitment"},"typeVersion":1},{"id":"472c7f4c-e908-4ec8-a149-e9b6d17bcd98","name":"AI Generation","type":"n8n-nodes-base.stickyNote","position":[816,-80],"parameters":{"color":5,"width":260,"height":360,"content":"## AI email generation\n\nGPT-4o-mini generates custom emails using lead data. Calculates funding amounts, premiums, or timelines based on their profile.\n\nOutputs raw HTML templates.\n\nCustomize prompts to match your brand voice."},"typeVersion":1},{"id":"6fe1964b-1630-4262-8e37-6c60e007c0ad","name":"Email Delivery","type":"n8n-nodes-base.stickyNote","position":[1088,-48],"parameters":{"color":6,"width":260,"height":356,"content":"## Gmail automation\n\nSends personalized emails with dynamic subject lines.\n\nRemove attribution footer in options.\n\nTest deliverability before going live."},"typeVersion":1},{"id":"9253f478-4102-4253-9700-73ff2bed2b87","name":"Data Tracking","type":"n8n-nodes-base.stickyNote","position":[1360,-32],"parameters":{"color":5,"width":260,"height":344,"content":"## Lead logging\n\nSaves contact info and service details to Google Sheets for follow-up tracking.\n\nCreate separate sheets per service OR use one sheet with filtered views."},"typeVersion":1},{"id":"42927f85-6ab0-45bb-b2e5-99d35a72e43c","name":"Extensions","type":"n8n-nodes-base.stickyNote","position":[1648,32],"parameters":{"color":6,"width":260,"height":388,"content":"## Extend this workflow\n\nAdd:\n- SMS notifications\n- CRM integration\n- Follow-up sequences\n- Slack alerts\n- Calendar booking\n\nMonitor AI costs and track conversion rates.\n\nA/B test subject lines and email templates."},"typeVersion":1}],"pinData":{},"connections":{"Route by Interest":{"main":[[{"node":"AI - Business Funding Email","type":"main","index":0}],[{"node":"AI - Life Insurance Email","type":"main","index":0}],[{"node":"AI - Credit Repair Email","type":"main","index":0}],[{"node":"AI - Recruitment Email","type":"main","index":0}]]},"Gmail - Recruitment":{"main":[[{"node":"Sheets - Recruitment","type":"main","index":0}]]},"Gmail - Credit Repair":{"main":[[{"node":"Sheets - Credit Repair","type":"main","index":0}]]},"AI - Recruitment Email":{"main":[[{"node":"Gmail - Recruitment","type":"main","index":0}]]},"Gmail - Life Insurance":{"main":[[{"node":"Sheets - Life Insurance","type":"main","index":0}]]},"Webhook - Lead Capture":{"main":[[{"node":"Route by Interest","type":"main","index":0}]]},"AI - Credit Repair Email":{"main":[[{"node":"Gmail - Credit Repair","type":"main","index":0}]]},"Gmail - Business Funding":{"main":[[{"node":"Sheets - Business Funding","type":"main","index":0}]]},"AI - Life Insurance Email":{"main":[[{"node":"Gmail - Life Insurance","type":"main","index":0}]]},"AI - Business Funding Email":{"main":[[{"node":"Gmail - Business Funding","type":"main","index":0}]]}}},"lastUpdatedBy":1,"workflowInfo":{"nodeCount":21,"nodeTypes":{"n8n-nodes-base.gmail":{"count":4},"n8n-nodes-base.switch":{"count":1},"n8n-nodes-base.webhook":{"count":1},"n8n-nodes-base.stickyNote":{"count":7},"n8n-nodes-base.googleSheets":{"count":4},"@n8n/n8n-nodes-langchain.openAi":{"count":4}}},"status":"published","readyToDemo":null,"user":{"name":"David Olusola","username":"dae221","bio":"I build custom apps that automate repetitive business processes. Clients see 2-3x ROI in 90 days.\ndavid@daexai.com","verified":true,"links":["www.linkedin.com/in/david-olusola-892966312"],"avatar":"https://gravatar.com/avatar/2abbc4c9e828c54a8d8838beda1382e8e4a66684ef9fa8451dbeb3e72b0c9f9c?r=pg&d=retro&size=200"},"nodes":[{"id":18,"icon":"file:googleSheets.svg","name":"n8n-nodes-base.googleSheets","codex":{"data":{"alias":["CSV","Sheet","Spreadsheet","GS"],"resources":{"generic":[{"url":"https://n8n.io/blog/love-at-first-sight-ricardos-n8n-journey/","icon":"❤️","label":"Love at first sight: Ricardo’s n8n journey"},{"url":"https://n8n.io/blog/why-business-process-automation-with-n8n-can-change-your-daily-life/","icon":"🧬","label":"Why business process automation with n8n can change your daily life"},{"url":"https://n8n.io/blog/automatically-adding-expense-receipts-to-google-sheets-with-telegram-mindee-twilio-and-n8n/","icon":"🧾","label":"Automatically Adding Expense Receipts to Google Sheets with Telegram, Mindee, Twilio, and n8n"},{"url":"https://n8n.io/blog/supercharging-your-conference-registration-process-with-n8n/","icon":"🎫","label":"Supercharging your conference registration process with n8n"},{"url":"https://n8n.io/blog/creating-triggers-for-n8n-workflows-using-polling/","icon":"⏲","label":"Creating triggers for n8n workflows using polling"},{"url":"https://n8n.io/blog/no-code-ecommerce-workflow-automations/","icon":"store","label":"6 e-commerce workflows to power up your Shopify s"},{"url":"https://n8n.io/blog/migrating-community-metrics-to-orbit-using-n8n/","icon":"📈","label":"Migrating Community Metrics to Orbit using n8n"},{"url":"https://n8n.io/blog/automate-google-apps-for-productivity/","icon":"💡","label":"15 Google apps you can combine and automate to increase productivity"},{"url":"https://n8n.io/blog/your-business-doesnt-need-you-to-operate/","icon":" 🖥️","label":"Hey founders! 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