{ "nodes": [ { "id": "75bd4fec-b427-4c19-97c6-bd17dfb662b7", "name": "Webhook - Lead Capture", "type": "n8n-nodes-base.webhook", "position": [ 272, 368 ], "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
\n
\n

Your Business Funding Options

\n

Personalized for {{ $('Webhook - Lead Capture').item.json.body.firstName }}

\n
\n
\n

Hi {{ $('Webhook - Lead Capture').item.json.body.firstName }},

\n

I just reviewed your funding request and I'm excited to share some options with you.

\n

[2-3 sentences using EXACT data: business age, revenue, credit, purpose]

\n
\n

\ud83d\udcbc Here's What You Qualify For:

\n

[CALCULATE SPECIFIC amount: e.g. \"$175,000 to $250,000\"]

\n

[2-3 specific loan types with rates based on credit/revenue]

\n
\n

[How this helps their EXACT stated purpose]

\n

\ud83d\udccb Next Steps:

\n
    \n
  1. Click below - takes 5 minutes
    2. \n
  2. I'll review personally within 24 hours
    3. \n
  3. Funding in 3-5 business days if approved
    4. \n
\n
\n Apply for Funding Now \u2192\n
\n

I've helped dozens of business owners secure funding - let's get this done for you, {{ $('Webhook - Lead Capture').item.json.body.firstName }}.

\n

Talk soon,
Your Name

\n
\n
\n

Your Name

\n

Your Company | Your Title

\n
\n
\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
\n
\n

Protect Your Future & Grow Tax-Free Wealth

\n

Life Insurance Guide for {{ $('Webhook - Lead Capture').item.json.body.firstName }}

\n
\n
\n

Hi {{ $('Webhook - Lead Capture').item.json.body.firstName }},

\n

I'm so glad you're thinking about protecting your family's future. [Acknowledge their family situation warmly - dependents or not]

\n
\n

\ud83d\udee1\ufe0f Your Coverage Options:

\n

[SPECIFIC premium: e.g. \"$75-$95 per month\"] for {{ $('Webhook - Lead Capture').item.json.body.additionalData.coverageNeeded }}

\n

[Term vs Whole Life - which fits THEM based on age]

\n
\n

[2-3 sentences what family would receive - emotional but not scary]

\n
\n

\ud83d\udca1 \"But I'm healthy, why need it?\"

[Answer naturally - 2-3 sentences about locking rates while young/healthy]

\n
\n

Best time to get life insurance is when you don't think you need it - that's when it's most affordable.

\n
\n Get My Free Quote \u2192\n
\n

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.

\n

Here to help,
Your Name

\n
\n
\n

Your Name

\n

Your Company | Your Title

\n
\n
\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
\n
\n

{{ $('Webhook - Lead Capture').item.json.body.interest === 'Business Credit Repair' ? '\ud83d\udcc8 Build Your Business Credit' : '\u2728 Your Credit Repair Roadmap' }}

\n

Personalized Plan for {{ $('Webhook - Lead Capture').item.json.body.firstName }}

\n
\n
\n

Hi {{ $('Webhook - Lead Capture').item.json.body.firstName }},

\n

[Validate their specific goal from data warmly]

\n
\n

{{ $('Webhook - Lead Capture').item.json.body.interest === 'Business Credit Repair' ? '\ud83c\udfe2 Your Business Credit Plan:' : '\u2728 Your Improvement Timeline:' }}

\n

[REALISTIC timeline based on current score, what can be fixed, how it helps their goal]

\n
\n

[Explain program benefits - be specific about what they get]

\n

[Show financial impact - savings on mortgage/loan OR funding access for business]

\n

What's Included:

\n \n
\n {{ $('Webhook - Lead Capture').item.json.body.interest === 'Business Credit Repair' ? 'Start Building Business Credit \u2192' : 'Start My Credit Repair \u2192' }}\n
\n

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.

\n

To your financial success,
Your Name

\n
\n
\n

Your Name

\n

Your Company | Your Title

\n
\n
\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 }}! \ud83d\udc4b 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
\n
\n

\ud83d\ude80 Join Our Team

\n

Build Your Financial Future

\n
\n
\n

Hey {{ $('Webhook - Lead Capture').item.json.body.firstName }}! \ud83d\udc4b

\n

So excited you're interested in joining our team. [Match experience level enthusiastically - use EXACT data]

\n

[Address license status naturally]

\n
\n

\ud83d\udcb0 Multiple Income Streams:

\n
    \n
  • Business Funding: $1,000-$5,000 per deal
    • \n
  • Life Insurance: Residual income (paid monthly for YEARS!)
    • \n
  • Credit Repair: $500-$1,500 per client
    • \n
  • Team Building: Override commissions on your team's sales
    • \n
\n
\n

[Address THEIR specific interests from the data - be enthusiastic and specific]

\n
\n

\ud83d\udcca Real Income Examples:

\n

\n Part-time: $3K-$8K/month
\n Full-time: $10K-$30K/month
\n Top performers: $50K-$100K+/month\n

\n
\n

[Create urgency based on their start time - be specific about next steps]

\n

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.

\n
\n Schedule My Interview \u2192\n
\n

Excited to potentially have you on the team!

\n
\n
\n

Your Name

\n

Your Company | Your Title

\n
\n
\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 ], "parameters": { "sendTo": "={{ $('Webhook - Lead Capture').item.json.body.email }}", "message": "={{ $json.output[0].content[0].text }}", "options": { "appendAttribution": false }, "subject": "=\ud83d\udcb0 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 ], "parameters": { "sendTo": "={{ $('Webhook - Lead Capture').item.json.body.email }}", "message": "={{ $json.output[0].content[0].text }}", "options": { "appendAttribution": false }, "subject": "=\ud83d\udee1\ufe0f 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 ], "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' ? '\ud83d\udcc8 Build Your Business Credit Fast - ' + $('Webhook - Lead Capture').item.json.body.firstName : '\u2728 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 ], "parameters": { "sendTo": "={{ $('Webhook - Lead Capture').item.json.body.email }}", "message": "={{ $json.output[0].content[0].text }}", "options": { "appendAttribution": false }, "subject": "=\ud83d\ude80 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 } ], "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 } ] ] } } }