Automate service package recommendations with Google Workspace sales pipeline tracking

💰 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 1. Form Trigger → Lead submits budget and challenge details 2. Log to Pipeline → All inquiry data saved to tracking sheet 3. Budget Router → Directs to Basic ($0-3K), Standard ($3-6K), or Premium ($6K+) 4. Set Package Variables → Loads appropriate features, pricing, case study 5. Send Proposal Email → Gorgeous HTML email with personalized package details 6. Update Pipeline → Marks "Package Sent" and sets follow-up date (+3 days) 7. Calendar Reminder → Creates event in 3 days reminding you to follow up

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🚀 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 YOURGOOGLESHEETID 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