Automated B2B lead management and AI outreach

This workflow is a comprehensive, production-grade automation for B2B lead management and multichannel outreach, designed for Sales Development Representatives (SDRs), growth teams, and sales operations. It covers the entire SDR pipeline: from lead ingestion and validation, through enrichment, scoring, AI-powered outreach, reply handling, analytics, and reporting.

Key Features:

• Lead validation (email, suppression, geo/GDPR)
• Multi-source data enrichment
• Lead scoring and tiering (HIGH/MEDIUM/LOW)
• AI-generated personalized cold emails (with A/B subject testing)
• Multichannel outreach (Email, LinkedIn, WhatsApp) with rate limiting and compliance
• AI-based reply simulation and intent classification
• Automated routing (qualification, follow-up, manual review)
• Full event logging to database
• Aggregated analytics and daily reporting
• Human-readable AI summary and Slack notifications

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What This Workflow Does

1. Lead Ingestion & Validation

• Loads leads from a source (test data, CRM, webhook, etc.)
• Validates email format and checks against suppression lists (blocked domains/emails)
• Applies geo and GDPR compliance logic (blocks/flags leads from restricted countries)

2. Data Enrichment

• Enriches each lead via one or more external APIs (company info, tech stack, revenue, etc.)
• Handles enrichment failures gracefully and logs them for analytics

3. Lead Scoring & Segmentation

• Scores leads based on industry, country, company size, revenue, and pain points
• Segments leads into HIGH, MEDIUM, or LOW tiers for tailored outreach

4. AI-Powered Outreach Generation

• Uses OpenAI (or compatible LLM) to generate personalized cold email content
• Creates A/B tested subject lines for each email
• Generates LinkedIn and WhatsApp message variants for multichannel outreach

5. Multichannel Outreach Execution

• Sends emails via SMTP (with rate limiting and quiet hours)
• Simulates LinkedIn and WhatsApp sends (can be replaced with real integrations)
• Logs all outreach events to a Postgres database

6. Reply Simulation & AI Classification

• Simulates a variety of lead replies (interested, not interested, follow-up, unclear)
• Uses AI to classify reply intent and suggest next actions

7. Automated Routing & Follow-up

• Routes leads based on AI classification:
  • Interested: Schedules meeting, logs qualification, proposes follow-up
  • Follow-up Later: Schedules future follow-up
  • Not Interested: Marks as closed/lost
  • Unclear: Flags for manual review and notifies team via Slack

8. Event Logging & Analytics

• Logs every significant event (enrichment, outreach, reply, status change) to a database
• Aggregates results by lead score, channel, and status
• Calculates key metrics (qualification rate, enrichment success, multichannel rate, etc.)

9. Reporting & Team Notification

• Generates a daily analytics row and stores it in the database
• Uses AI to create a human-readable summary of the run
• Posts a detailed summary to a Slack channel

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Use Cases

• Automated SDR Workflows: Replace manual lead research, outreach, and follow-up with a fully automated, auditable process.
• Growth Experiments: Run A/B tests on messaging, subject lines, and channels at scale.
• Sales Analytics: Get transparent, granular reporting on every step of the SDR funnel.
• Compliance-First Outreach: Ensure all outreach respects geo, GDPR, and suppression rules.
• AI-Driven Personalization: Use LLMs to generate highly relevant, non-generic outreach at scale.

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Installation & Setup

1. Import the Workflow

• Download or copy the workflow from the n8n Template Store.
• In your n8n editor, click Import and paste the workflow JSON, or use the "Use Template" button.

2. Configure Required Credentials

• Postgres: Set up a Postgres credential for event and analytics logging.
• SMTP: Add your email provider's SMTP credentials for sending emails.
• OpenAI: Add your OpenAI API key for AI-powered nodes.
• Slack: Add your Slack API credential for notifications.
• Enrichment APIs: Add credentials for any external enrichment APIs you use.

3. Customize Lead Source

• Replace the test data in the Load Test Leads node with your real lead source (e.g., webhook, CRM, Google Sheets, etc.).

4. Adjust Compliance & Suppression Logic

• Update the suppression lists and geo/GDPR logic in the relevant nodes to match your organization's requirements.

5. Review Multichannel Logic

• The workflow simulates LinkedIn and WhatsApp sends. Replace these with real integrations if needed.

6. Database Preparation

• Ensure your Postgres database has the following tables (or adjust node configs):
  • lead_events (for all event logs)
  • analytics_daily (for daily summary rows)
  • meetings (for scheduled meetings)
  • execution_runs (for workflow run metadata)

7. Test the Workflow

• Run the workflow manually with sample data.
• Check the database and Slack for logs and notifications.
• Review AI-generated content for tone and compliance.

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Configuration Details

• Rate Limiting: Email, LinkedIn, and WhatsApp sends are rate-limited and respect quiet hours.
• A/B Testing: Each email uses a randomly selected subject variant for ongoing optimization.
• AI Models: Uses OpenAI GPT-4o-mini by default; can be swapped for other models.
• Event Logging: Every action (enrichment, outreach, reply, status change) is logged with timestamp and payload for full traceability.
• Analytics: Aggregates by lead score, channel, and status; calculates rates and averages.
• Slack Notifications: Posts a summary of each run, including key metrics and AI-generated insights.

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Advanced Customization

• Add/Replace Enrichment APIs: Plug in any HTTP-based enrichment service.
• Custom Lead Scoring: Adjust the scoring logic in the Compute Lead Score node to fit your ICP.
• Custom AI Prompts: Edit the system messages in AI nodes for your brand voice.
• Additional Channels: Integrate SMS, phone, or other channels as needed.
• Webhook Triggers: Replace manual trigger with webhook for real-time automation.

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Requirements

• n8n version 1.123.0 or later
• Postgres database (or adapt for your DB)
• SMTP email provider
• OpenAI API key (or compatible LLM)
• Slack workspace (for notifications)
• (Optional) Enrichment API keys

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Template Store Submission Notes

• All credentials are handled via n8n's credential system (no hardcoded secrets).
• The workflow is modular, well-commented, and ready for production use.
• All event and analytics logging is auditable and GDPR-compliant.
• Please review and test all integrations in your environment before using in production.

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Example Analytics Output

Metric	Value
Total Leads	100
Qualified	22
Follow-up Scheduled	15
Closed Lost	40
Manual Review	3
Qualification Rate	22%
Enrichment Success	90%
Multichannel Rate	60%

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Ready to automate your SDR pipeline? Import this workflow and start scaling your B2B outreach today!