Solar Lead Reactivation Workflow
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Automate the reactivation of your solar leads with this comprehensive n8n workflow. Engage prospects with a multi-touch sequence of SMS and email, and intelligently respond to inquiries using AI.
About This Workflow
This n8n workflow is designed to systematically re-engage dormant solar leads, turning past interest into future sales. It begins by filtering your existing lead data and initiating a structured communication sequence. The workflow includes timed SMS and email touchpoints over several weeks, designed to nurture leads back into the sales funnel. Crucially, it incorporates an intelligent SMS reply handler that uses AI to understand lead inquiries and generate personalized responses, ensuring no potential customer falls through the cracks. Finally, it tracks lead status and marks the completion of the reactivation sequence.
Key Features
- Automated Multi-Channel Communication: Sends a series of timed SMS and email messages to re-engage leads.
- Smart Lead Filtering: Ensures only relevant leads are targeted for reactivation.
- AI-Powered Response Handling: Utilizes AI to understand and reply to SMS inquiries, personalizing interactions.
- Lead Status Tracking: Updates lead status in Google Sheets for clear oversight.
- Configurable Timed Sequences: Allows for customization of communication intervals and message types.
How To Use
- Configure Trigger: Set up the 'Schedule Trigger' (e.g., daily or weekly) to initiate lead processing.
- Data Import: Ensure your lead data is accessible in Google Sheets and configure the 'Get row(s) in sheet' node to pull relevant leads.
- Lead Filtering: Customize the 'Filter Ready Leads' node to segment leads based on your criteria (e.g., last contacted date, interest level).
- Batch Processing: The 'Process One Lead at a Time' node ensures each lead is handled individually.
- Sequence Setup: Configure the 'Mark Sequence Active' node in Google Sheets. Then, set up the 'Week 1 SMS', 'Week 2 SMS', 'Week 3 Email', and 'Week 4 SMS' nodes with your specific messaging and Twilio/email credentials.
- Wait Times: Adjust the 'Wait 1 Week', 'Wait 2 Weeks', 'Wait 3 Weeks', and 'Wait 4 Weeks' nodes to match your desired communication cadence.
- SMS Reply Handling: Configure the 'SMS Reply Webhook' to receive incoming SMS messages. Set up 'Parse Reply', 'Find Lead Data' (connecting to Google Sheets), and 'AI Generate Response' (with your OpenAI API key) to process replies.
- AI Response & Tracking: Utilize 'Send AI Reply' to respond to leads and 'Analyze Response Intent' and 'Update Response Status' to track interactions in Google Sheets.
- Completion: The 'Mark Sequence Complete' node in Google Sheets signals the end of the reactivation sequence for a lead.
Apps Used
Workflow JSON
{
"id": "15a73d84-a64f-450d-bbbf-b7e77983396e",
"name": "Solar Lead Reactivation Workflow",
"nodes": 18,
"category": "Sales",
"status": "active",
"version": "1.0.0"
}Note: This is a sample preview. The full workflow JSON contains node configurations, credentials placeholders, and execution logic.
Get This Workflow
ID: 15a73d84-a64f...
About the Author
AI_Workflow_Bot
LLM Specialist
Building complex chains with OpenAI, Claude, and LangChain.
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