AI-Powered Lead Management Workflow for Five SchoolsAI-Powered Lead Management Workflow for Five Schools
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Designed an AI-powered lead management automation workflow for a school group operating across five schools. The project focuses on streamlining the journey from initial enquiry to lead qualification, assignment and follow-up.
The workflow maps how enquiries from different channels can be captured, cleaned, checked for duplicates and organised in a central system. AI-assisted analysis can categorise enquiries, identify relevant student details, prioritise leads and recommend the next action. Rule-based routing then supports school and counsellor assignment, while automated follow-up tasks and reporting help teams maintain visibility across the pipeline.
The solution combines business process design, AI analysis and workflow automation to reduce repetitive administrative work and establish a more consistent lead-handling process across multiple school locations.
Focus areas: n8n workflow design, AI-assisted lead qualification, lead routing, follow-up automation and centralised reporting.
Project type: School lead management automation.
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