Three importable n8n workflows that put your client operations on rails: proposals get scored before they reach you, new clients get a welcome sequence automatically, and every lead follows a 14-day follow-up cadence without you touching a calendar.
Webhook endpoint POST /proposal accepts a proposal (name, budget, scope, notes), asks an AI model for a fit score and one-line summary, and emails you only proposals scoring 7 or higher. The rest are archived silently.
Manual trigger with sample client data: welcome email on day 0, check-in on day 1, milestone ask on day 3. Change the intervals by editing two numbers.
POST /start-followup with a name and email starts the cadence: day 0 thanks, day 3 value-add, day 7 case study, day 14 gentle close. Runs for every lead in parallel, forever.
| Requirement | Details |
|---|---|
| n8n | v1.60+ self-hosted (Docker) or n8n Cloud |
| LLM key | OpenAI-compatible API key for proposal scoring |
| SMTP credentials in n8n (Gmail SMTP or any provider) |
w1-proposal-intake.jsonw2-client-onboarding.jsonw3-follow-up-sequence.jsonsetup-guide.pdf — import steps, env config, curl tests, customization, FAQEverything ships as one ZIP. Valid n8n v1 import format, core nodes only, no exotic dependencies.
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Download client-ops-pack.zip ↓Questions about the files? Write to [email protected] — we answer within one business day.
Wait nodes hold executions open — that is how scheduled emails work without external cron. Each execution uses almost no resources while waiting. The guide covers safe restarts.
Yes. You may use the workflows in your own projects and in projects you build for paying clients.
No. Import, set your SMTP and API key, and adjust email templates by editing plain text fields.
No. One payment, files are yours forever.