Lead capture to qualified booking.

A reusable n8n back-end for professional service firms: validated intake, explainable qualification, CRM-ready data, booking-assistant routing and a clean handover.

Discuss a white-label pilot →USD 500 technical build · 5–7 day target

Validated workflow

Nine stages completed in 1.791 seconds.

Successful n8n lead capture, CRM qualification and booking assistant workflow

Execution #33 succeeded. A separate negative test correctly rejected a lead with no email. The production workflow remains inactive until client mappings and credentials are approved.

Architecture

Provider-neutral logic with controlled external adapters.

01

Capture & validate

Validate identity, contact details, consent and required business context before processing.

02

Enrich & qualify

Normalise the account and apply an explainable score for sales, review or nurture routing.

03

CRM & booking

Build a deduplicated CRM upsert payload and prepare a timezone-aware booking response.

04

Review & dashboard

Require human approval, then output a clean client-ready operational summary.

Included at USD 500

A controlled build that can realistically ship in 5–7 days.

IncludedOne lead source
IncludedOne CRM
IncludedOne calendar
IncludedOne notification channel
IncludedOne qualification and booking path
IncludedValidation, testing and handover

Specification and access must be complete before Day 1.

The fixed fee excludes custom front-end dashboards, subscriptions, data migration, complex voice telephony, multiple brands or pipelines and scope changes after build start. Two consolidated revision rounds and one recorded handover are included.

Your agency owns the client. We fulfil the back end.

The agency retains onboarding, contracts and specification. Delivery covers implementation, tests, documentation and handover under the agreed white-label boundary.

Discuss a white-label pilot →