🤖 Automate Lead Qualification & Multi-Channel Follow-up with AI (BANT)

How it works

This workflow is your automated sales assistant, designed to intelligently qualify incoming leads and route them to the most appropriate follow-up channel. It uses the powerful BANT (Budget, Authority, Need, Timing) framework, powered by Google Gemini AI, to score leads as 'hot', 'mid', or 'cold', ensuring your sales team focuses on the most promising opportunities.

Here's a step-by-step breakdown:

1. Lead Capture: A public Form Trigger collects essential lead information, including their name, email, what they want to build, their budget, desired start time, and job role. These questions are specifically designed to gather BANT data. 2. AI Lead Scoring: The collected data is sent to Google Gemini. A detailed prompt instructs the AI to act as a Lead Scoring Expert, evaluating each BANT component individually and then assigning an overall 'hot', 'mid', or 'cold' score based on predefined criteria. 3. Intelligent Routing: A Switch node acts as the central router. Based on the AI's 'hot', 'mid', or 'cold' score, the workflow directs the lead down one of three distinct follow-up paths. 4. Hot Leads (Calendar Booking): For highly qualified 'hot' leads, the workflow immediately redirects them to your calendar booking link, making it easy for them to schedule a direct conversation. 5. Mid Leads (WhatsApp Engagement): For 'mid' priority leads, Google Gemini generates a personalized, pre-filled WhatsApp message summarizing their inquiry. The lead is then redirected to a WhatsApp chat with your sales team, allowing for quick, informal engagement. 6. Cold Leads (Nurturing Email): For 'cold' leads who might be in an early research phase, Google Gemini crafts a helpful, non-salesy follow-up email. This email provides valuable resources (like templates or community links) and is sent via Gmail, keeping them engaged without pressure.

Set up steps

Setup time: ~10-15 minutes

This workflow requires connecting your Google AI and Gmail accounts, and customizing several nodes to fit your sales process.

1. Get Your Google AI API Key: Visit Google AI Studio at [aistudio.google.com/app/apikey](https://aistudio.google.com/app/apikey). Click "Create API key in new project" and copy the key. In the workflow, select the Score Lead node. Click the Credential dropdown and select + Create New Credential. Paste your key into the API Key field and Save. Repeat this for the Write Placeholder WA Message and Write Follow up Email nodes, selecting the credential you just created.