Workflow overview
Why this workflow matters
Helpful for business development and pipeline building. Improves internal consulting operations and productivity.
💰 Package Recommender with Sales Pipeline Tracking What It Does Automatically recommends the right service package based on budget, sends beautifully formatted proposal emails with case studies, logs everything to a sales pipeline tracker, and schedules your follow-up reminders. Converts inquiries into booked calls without manual proposal writing. How It Works Form Trigger → Lead submits budget and challenge details Log to Pipeline → All inquiry data saved to tracking sheet Budget Router → Directs to Basic ($0-3K), Standard ($3-6K), or Premium ($6K+) Set Package Variables → Loads appropriate features, pricing, case study Send Proposal Email → Gorgeous HTML email with personalized package details Update Pipeline → Marks "Package Sent" and sets follow-up date (+3 days) Calendar Reminder → Creates event in 3 days reminding you to follow up 🚀 SETUP INSTRUCTIONS Step 1: Create Sales Pipeline Sheet Create Google Sheet with tab "Package Inquiries" Add columns: Timestamp | Name | Email | Phone | Budget | Timeline | Challenge | Package Recommended | Package Price | Status | Date Sent | Follow-Up Date Update YOUR_GOOGLE_SHEET_ID in nodes 2, 7, and calendar description Step 2: Customize Package Details Edit nodes 4, 5, 6 (Set Package Details nodes) Update pricing, features, and case studies for your services Replace booking links with your actual Calendly/scheduling URLs Adjust package names if needed Step 3: Configure Email Template Edit node 7 email design/branding Update "Your Name" and signature Customize colors (currently: purple gradient, green CTA) Test email rendering across devices Step 4: Setup Calendar Integration Add Google Calendar OAuth2 credentials Verify follow-up timing (currently +3 days) Customize reminder description with your workflow Update Google Sheet link in calendar event
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