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Automated B2B Lead Management and AI Outreach

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Created by: Țugui Dragoș || tuguidragos

Țugui Dragoș

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Last update 13 hours ago

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This workflow is a comprehensive, production-grade automation for B2B lead management and multichannel outreach, designed for Sales Development Representatives (SDRs), growth teams, and sales operations. It covers the entire SDR pipeline: from lead ingestion and validation, through enrichment, scoring, AI-powered outreach, reply handling, analytics, and reporting.

Key Features:

  • Lead validation (email, suppression, geo/GDPR)
  • Multi-source data enrichment
  • Lead scoring and tiering (HIGH/MEDIUM/LOW)
  • AI-generated personalized cold emails (with A/B subject testing)
  • Multichannel outreach (Email, LinkedIn, WhatsApp) with rate limiting and compliance
  • AI-based reply simulation and intent classification
  • Automated routing (qualification, follow-up, manual review)
  • Full event logging to database
  • Aggregated analytics and daily reporting
  • Human-readable AI summary and Slack notifications

What This Workflow Does

1. Lead Ingestion & Validation

  • Loads leads from a source (test data, CRM, webhook, etc.)
  • Validates email format and checks against suppression lists (blocked domains/emails)
  • Applies geo and GDPR compliance logic (blocks/flags leads from restricted countries)

2. Data Enrichment

  • Enriches each lead via one or more external APIs (company info, tech stack, revenue, etc.)
  • Handles enrichment failures gracefully and logs them for analytics

3. Lead Scoring & Segmentation

  • Scores leads based on industry, country, company size, revenue, and pain points
  • Segments leads into HIGH, MEDIUM, or LOW tiers for tailored outreach

4. AI-Powered Outreach Generation

  • Uses OpenAI (or compatible LLM) to generate personalized cold email content
  • Creates A/B tested subject lines for each email
  • Generates LinkedIn and WhatsApp message variants for multichannel outreach

5. Multichannel Outreach Execution

  • Sends emails via SMTP (with rate limiting and quiet hours)
  • Simulates LinkedIn and WhatsApp sends (can be replaced with real integrations)
  • Logs all outreach events to a Postgres database

6. Reply Simulation & AI Classification

  • Simulates a variety of lead replies (interested, not interested, follow-up, unclear)
  • Uses AI to classify reply intent and suggest next actions

7. Automated Routing & Follow-up

  • Routes leads based on AI classification:
    • Interested: Schedules meeting, logs qualification, proposes follow-up
    • Follow-up Later: Schedules future follow-up
    • Not Interested: Marks as closed/lost
    • Unclear: Flags for manual review and notifies team via Slack

8. Event Logging & Analytics

  • Logs every significant event (enrichment, outreach, reply, status change) to a database
  • Aggregates results by lead score, channel, and status
  • Calculates key metrics (qualification rate, enrichment success, multichannel rate, etc.)

9. Reporting & Team Notification

  • Generates a daily analytics row and stores it in the database
  • Uses AI to create a human-readable summary of the run
  • Posts a detailed summary to a Slack channel

Use Cases

  • Automated SDR Workflows: Replace manual lead research, outreach, and follow-up with a fully automated, auditable process.
  • Growth Experiments: Run A/B tests on messaging, subject lines, and channels at scale.
  • Sales Analytics: Get transparent, granular reporting on every step of the SDR funnel.
  • Compliance-First Outreach: Ensure all outreach respects geo, GDPR, and suppression rules.
  • AI-Driven Personalization: Use LLMs to generate highly relevant, non-generic outreach at scale.

Installation & Setup

1. Import the Workflow

  • Download or copy the workflow from the n8n Template Store.
  • In your n8n editor, click Import and paste the workflow JSON, or use the "Use Template" button.

2. Configure Required Credentials

  • Postgres: Set up a Postgres credential for event and analytics logging.
  • SMTP: Add your email provider's SMTP credentials for sending emails.
  • OpenAI: Add your OpenAI API key for AI-powered nodes.
  • Slack: Add your Slack API credential for notifications.
  • Enrichment APIs: Add credentials for any external enrichment APIs you use.

3. Customize Lead Source

  • Replace the test data in the Load Test Leads node with your real lead source (e.g., webhook, CRM, Google Sheets, etc.).

4. Adjust Compliance & Suppression Logic

  • Update the suppression lists and geo/GDPR logic in the relevant nodes to match your organization's requirements.

5. Review Multichannel Logic

  • The workflow simulates LinkedIn and WhatsApp sends. Replace these with real integrations if needed.

6. Database Preparation

  • Ensure your Postgres database has the following tables (or adjust node configs):
    • lead_events (for all event logs)
    • analytics_daily (for daily summary rows)
    • meetings (for scheduled meetings)
    • execution_runs (for workflow run metadata)

7. Test the Workflow

  • Run the workflow manually with sample data.
  • Check the database and Slack for logs and notifications.
  • Review AI-generated content for tone and compliance.

Configuration Details

  • Rate Limiting: Email, LinkedIn, and WhatsApp sends are rate-limited and respect quiet hours.
  • A/B Testing: Each email uses a randomly selected subject variant for ongoing optimization.
  • AI Models: Uses OpenAI GPT-4o-mini by default; can be swapped for other models.
  • Event Logging: Every action (enrichment, outreach, reply, status change) is logged with timestamp and payload for full traceability.
  • Analytics: Aggregates by lead score, channel, and status; calculates rates and averages.
  • Slack Notifications: Posts a summary of each run, including key metrics and AI-generated insights.

Advanced Customization

  • Add/Replace Enrichment APIs: Plug in any HTTP-based enrichment service.
  • Custom Lead Scoring: Adjust the scoring logic in the Compute Lead Score node to fit your ICP.
  • Custom AI Prompts: Edit the system messages in AI nodes for your brand voice.
  • Additional Channels: Integrate SMS, phone, or other channels as needed.
  • Webhook Triggers: Replace manual trigger with webhook for real-time automation.

Requirements

  • n8n version 1.123.0 or later
  • Postgres database (or adapt for your DB)
  • SMTP email provider
  • OpenAI API key (or compatible LLM)
  • Slack workspace (for notifications)
  • (Optional) Enrichment API keys

Template Store Submission Notes

  • All credentials are handled via n8n's credential system (no hardcoded secrets).
  • The workflow is modular, well-commented, and ready for production use.
  • All event and analytics logging is auditable and GDPR-compliant.
  • Please review and test all integrations in your environment before using in production.

Example Analytics Output

Metric Value
Total Leads 100
Qualified 22
Follow-up Scheduled 15
Closed Lost 40
Manual Review 3
Qualification Rate 22%
Enrichment Success 90%
Multichannel Rate 60%

Ready to automate your SDR pipeline? Import this workflow and start scaling your B2B outreach today!