Automate service package recommendations with Google Workspace sales pipeline tracking

💰 Package Recommender with Sales Pipeline Tracking

What It Does

Automatically recommends the right service package based on budget, sends beautifully formatted proposal emails with case studies, logs everything to a sales pipeline tracker, and schedules your follow-up reminders. Converts inquiries into booked calls without manual proposal writing.

How It Works

1. Form Trigger → Lead submits budget and challenge details
2. Log to Pipeline → All inquiry data saved to tracking sheet
3. Budget Router → Directs to Basic ($0-3K), Standard ($3-6K), or Premium ($6K+)
4. Set Package Variables → Loads appropriate features, pricing, case study
5. Send Proposal Email → Gorgeous HTML email with personalized package details
6. Update Pipeline → Marks "Package Sent" and sets follow-up date (+3 days)
7. Calendar Reminder → Creates event in 3 days reminding you to follow up

🚀 SETUP INSTRUCTIONS

Step 1: Create Sales Pipeline Sheet

• Create Google Sheet with tab "Package Inquiries"
• Add columns: Timestamp | Name | Email | Phone | Budget | Timeline | Challenge | Package Recommended | Package Price | Status | Date Sent | Follow-Up Date
• Update YOUR_GOOGLE_SHEET_ID in nodes 2, 7, and calendar description

Step 2: Customize Package Details

• Edit nodes 4, 5, 6 (Set Package Details nodes)
• Update pricing, features, and case studies for your services
• Replace booking links with your actual Calendly/scheduling URLs
• Adjust package names if needed

Step 3: Configure Email Template

• Edit node 7 email design/branding
• Update "Your Name" and signature
• Customize colors (currently: purple gradient, green CTA)
• Test email rendering across devices

Step 4: Setup Calendar Integration

• Add Google Calendar OAuth2 credentials
• Verify follow-up timing (currently +3 days)
• Customize reminder description with your workflow
• Update Google Sheet link in calendar event