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Lead Research & Qualification workflow
Sales teams spend hours every week checking a lead's website, tracking down their LinkedIn page, guessing headcount, and figuring out if they're even a fit before a rep sends a follow-up.
By the time that's done, the lead has gone cold, and weak ones (tiny local shops, solo founders, wrong region) are already sitting in the CRM.
I built an automated system that handles this.
A prospect submits their website and email through a form, and n8n passes the website to a custom AI Agent I built in Relevance AI.
The agent runs 3 steps:
1. Google searches for the company's LinkedIn page and has an LLM pull out the single most likely URL.
2. Scrapes that profile, uses an LLM to extract business type, headcount, and location.
3. Runs a final LLM step against the client's own qualification rules (no local-only businesses, no sub-5-employee companies, US/Europe only) and returns a plain "qualified" or "unqualified."
N8n takes that answer and routes the lead automatically.
Qualified leads get created as HubSpot contacts, ready for outreach.
Unqualified ones get logged to a Google Sheet for nurture instead of getting lost.
What used to take 10-15 minutes of manual digging per lead now happens in seconds, applying the same criteria every time.
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Nice work entering the challenge!