The workflow library
Ten importable n8n workflows, each solving one recurring chore for a solo agency. The flagship lead-capture flow is free — the rest ship in the Starter ($29) and Pro ($99) bundles.
Agency Lead Capture & Qualify
Inbound form or email lands → auto-qualifies the lead → logs it to your Sheet/Airtable CRM and pings you in Slack.
Solves: New leads slip through the cracks or sit unqualified in an inbox for days. This routes every inbound to the right place instantly with a qualification score.
Client Onboarding Autopilot
New client marked 'won' → creates their folder, sends the welcome + intake form, and schedules the kickoff reminder.
Solves: Onboarding is a checklist you keep redoing by hand. This fires the whole sequence the moment a deal closes so nothing is forgotten.
Payment Status & Follow-Up
Watches invoice status → sends a polite nudge on overdue invoices and a thank-you on paid ones, logging every touch.
Solves: Chasing payment is awkward and easy to forget. This handles the dunning sequence on a schedule so you get paid without the awkward emails.
Proposal Approval Checkpoint
Routes a draft proposal for a one-click approve/reject before anything goes out to the client.
Solves: Things get sent before they're ready. This adds a human approval gate that's fast (one click) but real.
Lead Enrichment on Capture
New lead → enriches with company + role data → updates the CRM record so you walk into every call prepared.
Solves: Manually Googling every lead before a call wastes hours a week. This appends the context automatically.
Weekly Client Report Generator
Pulls the week's metrics → formats a clean client-ready summary → emails it on a schedule, per client.
Solves: Reporting eats your Friday. This assembles and sends recurring client updates automatically.
Post-Delivery Review Request
Project marked complete → waits N days → sends a personalized review/testimonial request with a direct link.
Solves: Reviews are your cheapest marketing and you never remember to ask. This asks at exactly the right moment.
Contract Signed → First Invoice
E-sign completes → generates and sends the first invoice with the right terms, then logs it to your CRM.
Solves: The gap between 'signed' and 'invoiced' is where revenue leaks. This closes it the second the contract is signed.
Meeting Notes → Action Items
Drop a transcript or notes → extracts action items → creates tasks assigned to the right owner.
Solves: Decisions made in meetings die in a doc. This turns notes into tracked tasks automatically.
Client Churn-Risk Alert
Watches engagement signals → flags at-risk clients → alerts you before they quietly disappear.
Solves: You find out a client churned when they stop replying. This surfaces the warning signs early enough to act.
Start with the free one
The lead-capture workflow is a complete, importable file — no signup wall to look, no email to download.
Get the free sample →