Ai-powered lead research & qualification using Relevance AI

Lead Qualification & Smart Outreach — Automated Scoring System

Automate your lead intake, scoring, and outreach pipeline.
This workflow collects leads from forms, enriches and scores them using Relevance AI, routes them by quality, and triggers the right follow-up — all without manual busywork.

🚀 What it Does

• Collects leads from your forms in real-time.
• Enriches each lead (individual + company) for better context.
• Scores leads automatically using Relevance AI templates.
• Routes leads into HOT / WARM / COLD tiers for prioritization.
• Drafts or sends personalized outreach emails for each tier.
• Logs all leads and outcomes into your CRM or Google Sheets.
• Notifies your team (e.g., via Slack) when a hot lead arrives.

🧩 Why Use It

• Save time: stop manually sorting through raw leads.
• Focus on the best opportunities: route only top leads to your sales team.
• Personalized outreach: automated but tailored by lead quality.
• Scalable & repeatable: works for startups, agencies, or larger teams.
• Adaptable: swap CRMs, forms, or email providers easily.

🔧 Prerequisites & Setup

Before importing or running the workflow, set up these connections:

• Relevance AI
  Clone the tools (Resources provided in the workflow) for lead scoring and company scoring, and copy your API key into the HTTP Request nodes.

• Form Intake
  Use n8n’s built-in form trigger or connect Typeform, Tally, HubSpot Forms, or any webhook-based intake.

• CRM or Database
  Start with Google Sheets (included in the sample workflow) or connect HubSpot, Salesforce, Pipedrive, Zoho, Airtable, Notion, or any SQL/NoSQL DB.

• Email Provider
  Use Gmail (included), or swap in Outlook, HubSpot Email, SendGrid, Mailgun, etc.

• Team Notifications (Optional)
  Configure Slack (or other tools) for instant alerts on hot leads.

⚙️ How It Works (Simplified Flow)

1. Lead Intake: Collects leads from your form or CRM.
2. Lead Enrichment: Uses Relevance AI to score:
   • Individual Fit: role, expertise, influence.
   • Company Fit: size, industry, market relevance.
3. Scoring & Insights: Combines both into a final lead score with labels and notes.
4. Routing: Splits leads into HOT / WARM / COLD tiers.
5. Outreach:
   • HOT → drafts a review-ready email for your team.
   • WARM / COLD → auto-sends appropriate follow-up emails.
6. Logging & Alerts: Saves structured data to your CRM or sheet and notifies your team of hot leads.

🙋‍♂️ Who is This For

• Startups & SaaS teams that need to prioritize a flood of inbound leads.
• Agencies & consultancies qualifying prospects from ads or webinars.
• Small sales teams that want to spend time only on the best leads.
• Freelancers or solopreneurs who want a lightweight but effective qualification process.
• Automation newbies who want a production-ready system to sell for 1k-3k

💡 Why It Stands Out

• Real intelligence: uses data-driven Relevance AI scoring rather than static rules.
• Action-oriented: routes and triggers the right next step immediately.
• Personalized yet scalable: adapts outreach to each lead tier.
• Flexible integrations: works with most popular CRMs, forms, and email tools.

🔥 Best Practices & Tips

• Adjust the weighting of individual vs. company scores in your Relevance AI template (default: 40% vs 60%).
• Tune Router thresholds (e.g., HOT ≥ 80, WARM 60-79, COLD < 60) to match your sales goals.
• Add a human approval step for high-value deals.
• Expand with enrichment APIs (e.g., Clearbit, Apollo) for richer lead data.
• Keep all API keys private and out of screenshots or repos.

🎉 With this workflow, Sales teams can focus on building relationships — while the system qualifies and organizes leads automatically OR You can sell to sales teams for ~3k

Note:

Demo data is pinned in some nodes to help you understand what the data looks like. Make sure to unpin those nodes when using for production.