{ "id": "zeNxNNUlmqMS21UM", "meta": { "templateCredsSetupCompleted": true }, "name": "Package Recommender with Sales Pipeline Tracking", "tags": [], "nodes": [ { "id": "9e48feeb-9589-4a78-b10f-759698fb6b39", "name": "Package Inquiry Form", "type": "n8n-nodes-base.formTrigger", "position": [ -16, 32 ], "parameters": { "options": {}, "formTitle": "Find Your Perfect Package", "formFields": { "values": [ { "fieldLabel": "Full Name", "requiredField": true }, { "fieldType": "email", "fieldLabel": "Email Address", "requiredField": true }, { "fieldLabel": "Phone Number" }, { "fieldType": "dropdown", "fieldLabel": "Budget Range", "fieldOptions": { "values": [ { "option": "Under $3,000" }, { "option": "$3,000 - $6,000" }, { "option": "$6,000 - $10,000" }, { "option": "$10,000+" } ] }, "requiredField": true }, { "fieldType": "dropdown", "fieldLabel": "Timeline", "fieldOptions": { "values": [ { "option": "ASAP (1-2 weeks)" }, { "option": "This Month" }, { "option": "Next 1-3 Months" }, { "option": "Just Exploring" } ] }, "requiredField": true }, { "fieldType": "textarea", "fieldLabel": "Main Challenge", "requiredField": true } ] }, "formDescription": "Tell us about your needs and we'll recommend the best solution for you" }, "typeVersion": 2.2 }, { "id": "1a303fb7-39a5-4a8f-aa8d-3421ec8ad17c", "name": "Log Inquiry to Pipeline", "type": "n8n-nodes-base.googleSheets", "position": [ 208, 32 ], "parameters": { "columns": { "value": { "Name": "={{ $json['Full Name'] }}", "Email": "={{ $json['Email Address'] }}", "Phone": "={{ $json['Phone Number'] }}", "Budget": "={{ $json['Budget Range'] }}", "Status": "Inquiry Received", "Timeline": "={{ $json['Timeline'] }}", "Challenge": "={{ $json['Main Challenge'] }}", "Date Sent": "", "Timestamp": "={{ $now.format('yyyy-MM-dd HH:mm:ss') }}", "Package Price": "", "Follow-Up Date": "", "Package Recommended": "" }, "mappingMode": "defineBelow" }, "options": {}, "operation": "append", "sheetName": { "__rl": true, "mode": "name", "value": "Package Inquiries" }, "documentId": { "__rl": true, "mode": "id", "value": "YOUR_GOOGLE_SHEET_ID" } }, "credentials": { "googleSheetsOAuth2Api": { "name": "" } }, "typeVersion": 4.7 }, { "id": "3941d96b-e2de-493d-ab11-aba546b1a2f8", "name": "Route by Budget", "type": "n8n-nodes-base.switch", "position": [ 432, 16 ], "parameters": { "rules": { "values": [ { "outputKey": "Basic Package", "conditions": { "options": { "version": 2, "leftValue": "", "caseSensitive": true, "typeValidation": "strict" }, "combinator": "and", "conditions": [ { "id": "585e85b1-ec33-4444-8534-b230cdada992", "operator": { "type": "string", "operation": "equals" }, "leftValue": "={{ $json['Budget Range'] }}", "rightValue": "Under $3,000" } ] }, "renameOutput": true }, { "outputKey": "Standard Package", "conditions": { "options": { "version": 2, "leftValue": "", "caseSensitive": true, "typeValidation": "strict" }, "combinator": "and", "conditions": [ { "id": "2155e925-ad49-4c45-ac8c-6c23773dcdce", "operator": { "type": "string", "operation": "equals" }, "leftValue": "={{ $json['Budget Range'] }}", "rightValue": "$3,000 - $6,000" } ] }, "renameOutput": true }, { "outputKey": "Premium Package", "conditions": { "options": { "version": 2, "leftValue": "", "caseSensitive": true, "typeValidation": "strict" }, "combinator": "or", "conditions": [ { "id": "44e7e04e-ef5f-4f26-bd8b-4e1c4bf66df8", "operator": { "type": "string", "operation": "contains" }, "leftValue": "={{ $json['Budget Range'] }}", "rightValue": "$6,000" } ] }, "renameOutput": true } ] }, "options": {} }, "typeVersion": 3.2 }, { "id": "9fcaaed8-ab10-4a08-8e1a-317b716d2ee8", "name": "Set Basic Package Details", "type": "n8n-nodes-base.set", "position": [ 784, -176 ], "parameters": { "options": {}, "assignments": { "assignments": [ { "id": "package-name", "name": "packageName", "type": "string", "value": "Basic Package" }, { "id": "package-price", "name": "packagePrice", "type": "string", "value": "$1,500 - $2,995" }, { "id": "package-features", "name": "packageFeatures", "type": "string", "value": "\u2022 Initial consultation & strategy session\n\u2022 Up to 3 custom automations\n\u2022 Basic integrations (Gmail, Google Sheets, Forms)\n\u2022 30 days of support\n\u2022 Video tutorials for your team" }, { "id": "case-study", "name": "caseStudy", "type": "string", "value": "A local real estate agent automated their lead follow-up system and saved 15 hours per week with our Basic Package." }, { "id": "booking-link", "name": "bookingLink", "type": "string", "value": "https://calendly.com/yourname/basic-package-call" } ] } }, "typeVersion": 3.4 }, { "id": "32b27ff6-6637-4197-ad2e-e9e7f2924d13", "name": "Set Standard Package Details", "type": "n8n-nodes-base.set", "position": [ 784, 32 ], "parameters": { "options": {}, "assignments": { "assignments": [ { "id": "package-name", "name": "packageName", "type": "string", "value": "Standard Package" }, { "id": "package-price", "name": "packagePrice", "type": "string", "value": "$3,500 - $5,995" }, { "id": "package-features", "name": "packageFeatures", "type": "string", "value": "\u2022 Everything in Basic, PLUS:\n\u2022 Up to 8 custom automations\n\u2022 Advanced integrations (CRM, Slack, APIs)\n\u2022 Multi-stage workflow sequences\n\u2022 60 days of priority support\n\u2022 Monthly optimization review" }, { "id": "case-study", "name": "caseStudy", "type": "string", "value": "A marketing agency automated their entire client onboarding process and reduced manual work by 80% with our Standard Package." }, { "id": "booking-link", "name": "bookingLink", "type": "string", "value": "https://calendly.com/yourname/standard-package-call" } ] } }, "typeVersion": 3.4 }, { "id": "f69dfe7a-a5c2-48a2-a1e1-3ac641767b17", "name": "Set Premium Package Details", "type": "n8n-nodes-base.set", "position": [ 784, 256 ], "parameters": { "options": {}, "assignments": { "assignments": [ { "id": "package-name", "name": "packageName", "type": "string", "value": "Premium Package" }, { "id": "package-price", "name": "packagePrice", "type": "string", "value": "$6,500 - $12,000" }, { "id": "package-features", "name": "packageFeatures", "type": "string", "value": "\u2022 Everything in Standard, PLUS:\n\u2022 Unlimited automations\n\u2022 Enterprise integrations & custom APIs\n\u2022 AI-powered workflows (ChatGPT, Claude)\n\u2022 Dedicated automation strategist\n\u2022 90 days of VIP support\n\u2022 Quarterly strategy & optimization sessions" }, { "id": "case-study", "name": "caseStudy", "type": "string", "value": "A SaaS company automated their entire sales pipeline from lead capture to onboarding and increased conversion rates by 45% with our Premium Package." }, { "id": "booking-link", "name": "bookingLink", "type": "string", "value": "https://calendly.com/yourname/premium-package-call" } ] } }, "typeVersion": 3.4 }, { "id": "e07455ec-2801-47cc-800a-835c19abbe4e", "name": "Send Package Recommendation", "type": "n8n-nodes-base.gmail", "position": [ 1200, 32 ], "parameters": { "sendTo": "={{ $('Package Inquiry Form').item.json['Email Address'] }}", "message": "=
\n\n

Hi {{ $('Package Inquiry Form').item.json['Full Name'].split(' ')[0] }}! \ud83d\udc4b

\n\n

Based on your budget of {{ $('Package Inquiry Form').item.json['Budget Range'] }} and your timeline ({{ $('Package Inquiry Form').item.json['Timeline'] }}), here's our recommendation:

\n\n
\n

{{ $json.packageName }}

\n

{{ $json.packagePrice }}

\n
\n\n

What's Included:

\n
\n{{ $json.packageFeatures }}\n
\n\n

Real Results:

\n

{{ $json.caseStudy }}

\n\n

Your Challenge:

\n

{{ $('Package Inquiry Form').item.json['Main Challenge'] }}

\n\n

This package is specifically designed to address challenges like yours. Let's talk about how we can customize it to fit your exact needs.

\n\n
\nBook Your Free Strategy Call \u2192\n
\n\n

No sales pitch. No obligation. Just a genuine conversation about whether we're the right fit for each other.

\n\n
\n\n

Questions? Just reply to this email - I read and respond to every message personally.

\n\n

Looking forward to connecting,
Your Name
Automation Specialist

\n\n
", "options": {}, "subject": "Your Personalized Package: {{ $json.packageName }}" }, "credentials": { "gmailOAuth2": { "name": "" } }, "typeVersion": 2.1 }, { "id": "7d725aff-b967-4b1f-8044-8f8b87ad74e7", "name": "Update Pipeline Status", "type": "n8n-nodes-base.googleSheets", "position": [ 1488, 32 ], "parameters": { "columns": { "value": { "Email": "={{ $('Package Inquiry Form').item.json['Email Address'] }}", "Status": "Package Sent", "Date Sent": "={{ $now.format('yyyy-MM-dd') }}", "Package Price": "={{ $json.packagePrice }}", "Follow-Up Date": "={{ $now.plus({ days: 3 }).format('yyyy-MM-dd') }}", "Package Recommended": "={{ $json.packageName }}" }, "mappingMode": "defineBelow", "matchingColumns": [ "Email" ] }, "options": {}, "operation": "update", "sheetName": { "__rl": true, "mode": "name", "value": "Package Inquiries" }, "documentId": { "__rl": true, "mode": "id", "value": "YOUR_GOOGLE_SHEET_ID" } }, "credentials": { "googleSheetsOAuth2Api": { "name": "" } }, "typeVersion": 4.7 }, { "id": "af578034-3975-4116-a15f-bccf3a24e732", "name": "Schedule Follow-Up Reminder", "type": "n8n-nodes-base.googleCalendar", "position": [ 1744, 32 ], "parameters": { "end": "={{ $now.plus({ days: 3 }).format('yyyy-MM-dd') }}T10:30:00", "start": "={{ $now.plus({ days: 3 }).format('yyyy-MM-dd') }}T10:00:00", "calendar": { "__rl": true, "mode": "list", "value": "primary", "cachedResultName": "primary" }, "additionalFields": {} }, "credentials": { "googleCalendarOAuth2Api": { "name": "" } }, "typeVersion": 1.2 }, { "id": "57f5bb11-5cee-4048-a89b-4599a4e946fd", "name": "Sticky Note", "type": "n8n-nodes-base.stickyNote", "position": [ -656, -528 ], "parameters": { "color": 6, "width": 560, "height": 1232, "content": "# \ud83d\udcb0 Package Recommender with Sales Pipeline Tracking\n\n## What It Does\nAutomatically 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.\n\n## How It Works\n1. **Form Trigger** \u2192 Lead submits budget and challenge details\n2. **Log to Pipeline** \u2192 All inquiry data saved to tracking sheet\n3. **Budget Router** \u2192 Directs to Basic ($0-3K), Standard ($3-6K), or Premium ($6K+)\n4. **Set Package Variables** \u2192 Loads appropriate features, pricing, case study\n5. **Send Proposal Email** \u2192 Gorgeous HTML email with personalized package details\n6. **Update Pipeline** \u2192 Marks \"Package Sent\" and sets follow-up date (+3 days)\n7. **Calendar Reminder** \u2192 Creates event in 3 days reminding you to follow up\n\n---\n\n## \ud83d\ude80 SETUP INSTRUCTIONS\n\n### Step 1: Create Sales Pipeline Sheet\n- Create Google Sheet with tab \"Package Inquiries\"\n- Add columns: `Timestamp | Name | Email | Phone | Budget | Timeline | Challenge | Package Recommended | Package Price | Status | Date Sent | Follow-Up Date`\n- Update `YOUR_GOOGLE_SHEET_ID` in nodes 2, 7, and calendar description\n\n### Step 2: Customize Package Details\n- Edit nodes 4, 5, 6 (Set Package Details nodes)\n- Update pricing, features, and case studies for your services\n- Replace booking links with your actual Calendly/scheduling URLs\n- Adjust package names if needed\n\n### Step 3: Configure Email Template\n- Edit node 7 email design/branding\n- Update \"Your Name\" and signature\n- Customize colors (currently: purple gradient, green CTA)\n- Test email rendering across devices\n\n### Step 4: Setup Calendar Integration\n- Add Google Calendar OAuth2 credentials\n- Verify follow-up timing (currently +3 days)\n- Customize reminder description with your workflow\n- Update Google Sheet link in calendar event" }, "typeVersion": 1 }, { "id": "107b39c6-9d06-44ac-98ec-491ec20dad29", "name": "Sticky Note1", "type": "n8n-nodes-base.stickyNote", "position": [ -80, -336 ], "parameters": { "color": 4, "width": 464, "height": 832, "content": "## Step 1: Capture And Log Inquiry\nPurpose: Collect package inquiries via form and store them in the sales pipeline sheet." }, "typeVersion": 1 }, { "id": "3a9699ff-dddd-4f6d-9030-1f5d1258982e", "name": "Sticky Note2", "type": "n8n-nodes-base.stickyNote", "position": [ 400, -336 ], "parameters": { "color": 5, "width": 656, "height": 832, "content": "## Step 2: Segment Lead And Set Package Details\nPurpose: Route each lead by budget and attach the matching package name, price, and feature set." }, "typeVersion": 1 }, { "id": "448f0f21-cd48-4de7-b1fb-af6c779e68a7", "name": "Sticky Note3", "type": "n8n-nodes-base.stickyNote", "position": [ 1072, -336 ], "parameters": { "color": 4, "width": 336, "height": 832, "content": "## Step 3: Send Personalized Package Recommendation\nPurpose: Email the lead a tailored package offer based on their budget, timeline, and challenge.\n" }, "typeVersion": 1 }, { "id": "e5c84d22-d107-447d-ad02-2884eeaed6dd", "name": "Sticky Note4", "type": "n8n-nodes-base.stickyNote", "position": [ 1424, -336 ], "parameters": { "color": 5, "width": 496, "height": 832, "content": "## Step 4: Update Pipeline And Schedule Follow Up\nPurpose: Record the package status and dates in the sheet, then create a calendar reminder to follow up.\n" }, "typeVersion": 1 }, { "id": "25b0ad28-393d-4842-b482-a76692b71205", "name": "Sticky Note5", "type": "n8n-nodes-base.stickyNote", "position": [ 1936, -528 ], "parameters": { "color": 6, "width": 448, "height": 1232, "content": "## \ud83d\udd27 Customization Options\n\n- **Add More Packages**: Add another Switch output and Set node for custom tier\n- **Different Follow-Up Timing**: Change `plus({ days: 3 })` in nodes 7 and 8\n- **Budget Ranges**: Modify Switch conditions in node 3 to match your pricing\n- **Include Attachments**: Add PDF proposals using HTTP Request + attachment option\n- **Multi-Stage Follow-Up**: Connect to Workflow 3 (Daily Follow-Up System)\n\n---\n\n## \ud83d\udea8 Troubleshooting\n\n- **Wrong package sent**: Verify budget values in form exactly match Switch conditions\n- **Calendar not creating**: Check OAuth permissions and calendar selection (primary vs specific)\n- **Email formatting broken**: Test HTML in email preview tool (e.g., Litmus, Email on Acid)\n- **Sheet not updating**: Confirm Email column used as matching key and exists in both operations\n- **No reminder appearing**: Verify calendar event time is in future and notifications enabled\n\n---\n\n## \ud83d\udca1 Enhancement Ideas\n\n- Add Stripe payment links directly in package email\n- Track email opens using tracking pixels\n- Send SMS notification when high-value inquiry comes in\n- Create separate sequences for different industries/niches\n- Add \"Fast Action Bonus\" discount for immediate bookings\n- Integrate with CRM (HubSpot, Pipedrive) for advanced pipeline management\n- Generate PDF proposal documents automatically" }, "typeVersion": 1 } ], "active": false, "settings": { "executionOrder": "v1" }, "versionId": "2ed3d528-bed4-4467-97f9-9f8062537de2", "connections": { "Route by Budget": { "main": [ [ { "node": "Set Basic Package Details", "type": "main", "index": 0 } ], [ { "node": "Set Standard Package Details", "type": "main", "index": 0 } ], [ { "node": "Set Premium Package Details", "type": "main", "index": 0 } ] ] }, "Package Inquiry Form": { "main": [ [ { "node": "Log Inquiry to Pipeline", "type": "main", "index": 0 } ] ] }, "Update Pipeline Status": { "main": [ [ { "node": "Schedule Follow-Up Reminder", "type": "main", "index": 0 } ] ] }, "Log Inquiry to Pipeline": { "main": [ [ { "node": "Route by Budget", "type": "main", "index": 0 } ] ] }, "Set Basic Package Details": { "main": [ [ { "node": "Send Package Recommendation", "type": "main", "index": 0 } ] ] }, "Send Package Recommendation": { "main": [ [ { "node": "Update Pipeline Status", "type": "main", "index": 0 } ] ] }, "Set Premium Package Details": { "main": [ [ { "node": "Send Package Recommendation", "type": "main", "index": 0 } ] ] }, "Set Standard Package Details": { "main": [ [ { "node": "Send Package Recommendation", "type": "main", "index": 0 } ] ] } } }