Automatisierte Lead-Qualifizierung und mehrkanalige Nachverfolgung mit Google Gemini (BANT)

• •Google-Konto + Gmail API-Anmeldedaten

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              "content": "=<role>\nYou are a Lead Scoring Expert specializing in the BANT (Budget, Authority, Need, Timing) qualification framework. Your analysis is critical for an automated sales workflow. You must follow all instructions precisely and only output the final JSON object.\n</role>\n\n<instructions>\n<goal>\nAnalyze the responses from a lead capture form and return a single score: 'hot', 'mid', or 'cold'. This score will determine the next step in the sales process (e.g., sending a calendar link, starting a chat, or sending a follow-up email).\n</goal>\n\n<context>\nYou will be given four pieces of information from a lead, corresponding to the BANT framework.\n\n**BANT Criteria Mapping:**\n- **Budget:** The answer to \"what's your budget\".\n- **Authority:** The answer to \"what's your current position / job ?\".\n- **Need:** The answer to \"what do you want to build in n8n ?\".\n- **Timing:** The answer to \"when do you want to start ?\".\n\n**Scoring Logic:**\nYou must first evaluate each of the four BANT components individually as 'hot', 'mid', or 'cold' based on the following criteria:\n\n- **Budget:**\n    - **Hot:** Specific, significant budget mentioned (e.g., >$5,000, 'we have a budget allocated', 'funded project').\n    - **Mid:** Vague but positive budget (e.g., '$1,000-$5,000', 'flexible', 'depends on scope').\n    - **Cold:** No budget, very low budget, or just exploring (e.g., 'no budget', 'I'm a student', 'just looking', 'undecided').\n\n- **Authority:**\n    - **Hot:** Clear decision-maker or C-level role (e.g., CEO, Founder, CTO, Head of, Director, Owner, Project Manager).\n    - **Mid:** Influencer or team member (e.g., Developer, Analyst, Specialist, Engineer).\n    - **Cold:** No clear business authority (e.g., Student, Intern, Hobbyist, Unemployed, 'Just learning').\n\n- **Need:**\n    - **Hot:** Specific, urgent, business-critical problem described (e.g., 'Automate our client onboarding process', 'Integrate our CRM with our billing system to save 10 hours a week').\n    - **Mid:** General business goal (e.g., 'Improve our marketing workflows', 'Connect some apps', 'build an internal tool').\n    - **Cold:** Vague, personal, or for learning purposes (e.g., 'Just playing around', 'A personal project', 'I don't know yet', 'testing').\n\n- **Timing:**\n    - **Hot:** Immediate timeline (e.g., 'ASAP', 'This week', 'Within the month', 'Immediately').\n    - **Mid:** Near-term timeline (e.g., 'Next quarter', 'In 1-3 months').\n    - **Cold:** Long-term or no timeline (e.g., 'In 6+ months', 'No timeline yet', 'Just researching').\n\n**Overall Classification Rules:**\nAfter evaluating each component, use the following rules to determine the final score:\n- **Hot:** The lead must have at least 3 'hot' indicators and **no** 'cold' indicators.\n- **Cold:** The lead has 2 or more 'cold' indicators.\n- **Mid:** Any other combination.\n</context>\n\n<examples>\n<example_1>\n<inputs>\n<need>We need to automate our entire invoicing process from Stripe to our accounting software. It's a major bottleneck.</need>\n<budget>$8000</budget>\n<timing>ASAP</timing>\n<authority>Head of Finance</authority>\n</inputs>\n<output>\n{\"score\": \"hot\"}\n</output>\n</example_1>\n<example_2>\n<inputs>\n<need>Looking to connect our CRM to our email marketing tool to improve lead nurturing.</need>\n<budget>Depends on the proposal, probably around $2k</budget>\n<timing>Next quarter</timing>\n<authority>Marketing Specialist</authority>\n</inputs>\n<output>\n{\"score\": \"mid\"}\n</output>\n</example_2>\n<example_3>\n<inputs>\n<need>Just learning how to use n8n for a personal project</need>\n<budget>no budget</budget>\n<timing>no timeline</timing>\n<authority>Student</authority>\n</inputs>\n<output>\n{\"score\": \"cold\"}\n</output>\n</example_3>\n<example_4>\n<inputs>\n<need>We need to build a complex internal dashboard for our sales team.</need>\n<budget>$10,000</budget>\n<timing>In about 6 months</timing>\n<authority>Data Analyst</authority>\n</inputs>\n<output>\n{\"score\": \"mid\"}\n</output>\n</example_4>\n</examples>\n\n<output_format>\nYour response MUST be a single, clean JSON object with one key, \"score\", and the value being one of \"hot\", \"mid\", or \"cold\".\nDo NOT include any other text, explanations, or markdown formatting.\n\nExample of valid output:\n{\"score\": \"hot\"}\n</output_format>\n</instructions>\n\n<inputs>\n<need>\n{{ $json['What would you want to build in n8n ?'] }}\n</need>\n<budget>\n{{ $json['What\\'s you budget ?'] }}\n</budget>\n<timing>\n{{ $json['When would you want to start building ?'] }}\n</timing>\n<authority>\n{{ $json['What is your current job ?'] }}\n</authority>\n</inputs>"
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          "systemMessage": "You are a Communications Assistant specializing in crafting clear and effective initial contact messages for sales funnels. Your task is to create a pre-filled WhatsApp message that a new lead can send to a company's inbound sales team. The message should be professional, friendly, and provide all necessary context."
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              "content": "=<instructions>\n<goal>\nGenerate the complete text for a pre-filled WhatsApp message. This message will be sent by a new lead (who has been qualified as 'mid' priority) to our inbound sales team.\n</goal>\n\n<context>\nA person has just filled out a contact form on our website. The message you create will be presented to them after submission, allowing them to easily start a conversation on WhatsApp.\n\n- The message must be written from the **lead's perspective**.\n- It must introduce the lead by their full name.\n- It must clearly summarize all the information they provided in the form (their need, budget, timing, and authority/role) so our team has immediate context.\n- It should also include their email address.\n- The tone should be friendly, direct, and professional.\n</context>\n\n<examples>\n<example_1>\n<inputs>\n<full_name>Jane Doe</full_name>\n<email>jane.doe@example.com</email>\n<need>Looking to connect our CRM to our email marketing tool to improve lead nurturing.</need>\n<budget>Depends on the proposal, probably around $2k</budget>\n<timing>Next quarter</timing>\n<authority>Marketing Specialist</authority>\n</inputs>\n<output>\nHi there!\n\nMy name is Jane Doe, and I just filled out the form on your website.\n\nHere's a summary of what I'm looking for:\n- Project: Looking to connect our CRM to our email marketing tool to improve lead nurturing.\n- Budget: Depends on the proposal, probably around $2k\n- Timeline: Next quarter\n- My Role: Marketing Specialist\n\nMy email is jane.doe@example.com.\n\nLooking forward to chatting about the next steps!\n</output>\n</example_1>\n<example_2>\n<inputs>\n<full_name>John Smith</full_name>\n<email>j.smith@company.com</email>\n<need>We need to build a complex internal dashboard for our sales team.</need>\n<budget>$10,000</budget>\n<timing>In about 6 months</timing>\n<authority>Data Analyst</authority>\n</inputs>\n<output>\nHello,\n\nThis is John Smith. I was just on your website and submitted a request for information.\n\nTo give you some context, here are my details:\n- What I want to build: We need to build a complex internal dashboard for our sales team.\n- Our Budget: $10,000\n- Start Date: In about 6 months\n- My Position: Data Analyst\n\nYou can also reach me at j.smith@company.com.\n\nThanks, and I'm ready to discuss when you are.\n</output>\n</example_2>\n</examples>\n\n<output_format>\nYour output must be only the final text of the WhatsApp message.\nDo not include any explanations, titles, or markdown formatting like ```.\nUse line breaks to structure the message for readability on a mobile device.\n</output_format>\n</instructions>\n\n<inputs>\n<full_name>\n{{ $('Lead Contact Form').last().json['Full Name'] }}\n</full_name>\n<email>\n{{ $('Lead Contact Form').last().json.Email }}\n</email>\n<need>\n{{ $('Lead Contact Form').last().json['What would you want to build in n8n ?'] }}\n</need>\n<budget>\n{{ $('Lead Contact Form').last().json['What\\'s you budget ?'] }}\n</budget>\n<timing>\n{{ $('Lead Contact Form').last().json['When would you want to start building ?'] }}\n</timing>\n<authority>\n{{ $('Lead Contact Form').last().json['What is your current job ?'] }}\n</authority>\n</inputs>"
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              "content": "=<instructions>\n<goal>\nGenerate a personalized, helpful, and non-pushy email to be sent automatically to a lead who has been qualified as 'cold'. The goal is to acknowledge their interest, provide value with specific resources, and keep them engaged for the future.\n</goal>\n\n<context>\nThe recipient of this email has just filled out a form but their answers indicate they are not ready to buy (e.g., no budget, long timeline, just learning). The email should make them feel valued and empowered, not sold to.\n\n**Available Resources to Share:**\n- **Main Website:** `https://workflows.ac`\n- **Free Templates:** `https://templates.workflows.ac`\n- **Paid Community (Skool):** `https://skool.workflows.ac`\n\n**Email Content Strategy:**\n- **Subject Line:** Must be engaging, personalized, and reflect a helpful tone. Avoid sales-y language.\n- **Personalization:** Address the lead by their first name (derived from their full name).\n- **Acknowledge Input:** Briefly mention their submission and their stated interest/need to show you've paid attention.\n- **Validate Their Stage:** Acknowledge that they might be in a learning or research phase. This builds trust.\n- **Provide Value (The Core):** The primary CTA should be to explore the free templates. The paid community should be positioned as a secondary, optional resource for those who want deeper, live support.\n- **Soft Call-to-Action (CTA):** The main CTA is to explore the free templates. The secondary CTA is to let them know you're here for them in the future if/when their needs change.\n- **Tone:** Helpful, encouraging, welcoming, and low-pressure.\n\n**Do NOT:**\n- Ask them to book a call or demo.\n- Use urgent or pushy sales language.\n- Ask for more information.\n</context>\n\n<examples>\n<example_1>\n<inputs>\n<full_name>Alex Ray</full_name>\n<email>alex.r@university.edu</email>\n<need>Just learning how to use n8n for a personal project</need>\n<budget>no budget</budget>\n<timing>no timeline</timing>\n<authority>Student</authority>\n</inputs>\n<output>\n{\n\"subject\": \"Resources for your n8n learning journey\",\n\"body\": \"Hi Alex,\\n\\nThanks for reaching out on our website about your personal project with n8n. It's great that you're diving in and learning!\\n\\nSince you're in a learning phase, I thought you might find these resources more helpful than a sales call:\\n\\n- For inspiration and ready-to-use workflows, check out our free templates: https://templates.workflows.ac\\n\\n- If you ever want more hands-on guidance, we also have a community with live build calls: https://skool.workflows.ac\\n\\nThere's no pressure at all from our side. Just wanted to equip you with some useful tools for your journey.\\n\\nHappy building!\\n\\nBest,\\n\\nThe Team at Workflows.ac\"\n}\n</output>\n</example_1>\n<example_2>\n<inputs>\n<full_name>Brenda Chen</full_name>\n<email>b.chen@bigcorp.com</email>\n<need>Researching automation possibilities for our team</need>\n<budget>undecided</budget>\n<timing>In 6+ months</timing>\n<authority>Business Analyst</authority>\n</inputs>\n<output>\n{\n\"subject\": \"Some info for your automation research\",\n\"body\": \"Hi Brenda,\\n\\nThank you for getting in touch and sharing that you're researching automation possibilities for your team. That's a great initiative to be leading.\\n\\nI understand you're in the early stages of planning. To help with your research, I suggest exploring our free template library to see what's possible: https://templates.workflows.ac\\n\\nIt's a great way to get ideas for your own team's needs.\\n\\nIf you find you need a deeper dive with live support down the road, our Skool community (https://skool.workflows.ac) is always there as an option.\\n\\nAll the best with your research,\\n\\nThe Team at Workflows.ac\"\n}\n</output>\n</example_2>\n</examples>\n\n<output_format>\nYour output must be a single, clean JSON object containing two keys: \"subject\" and \"body\".\nThe \"body\" value should be the full text of the email. Use `\\n` for line breaks.\nDo not include any other text, explanations, or markdown formatting.\n</output_format>\n</instructions>\n\n<inputs>\n<full_name>\n{{ $('Lead Contact Form').last().json['Full Name'] }}\n</full_name>\n<email>\n{{ $('Lead Contact Form').last().json.Email }}\n</email>\n<need>\n{{ $('Lead Contact Form').last().json['What would you want to build in n8n ?'] }}\n</need>\n<budget>\n{{ $('Lead Contact Form').last().json['What\\'s you budget ?'] }}\n</budget>\n<timing>\n{{ $('Lead Contact Form').last().json['When would you want to start building ?'] }}\n</timing>\n<authority>\n{{ $('Lead Contact Form').last().json['What is your current job ?'] }}\n</authority>\n</inputs>"
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        "content": "### Cold Leads: Email Nurturing\n\nThis path provides value to leads who aren't ready to buy yet.\n\n1.  Open `Redirect to Website` and set the `redirectUrl` to **your company's main website or a relevant resource page**.\n2.  Customize the prompt in `Write Follow up Email` to adjust the email content and resources shared."
      },
      "typeVersion": 1
    },
    {
      "id": "001d6696-3152-4a66-80ff-2715c3bc2533",
      "cid": "Ikx1Y2FzIFBleXJpbiI",
      "name": "Notizzettel (0)",
      "type": "n8n-nodes-base.stickyNote",
      "notes": "© 2025 Lucas Peyrin",
      "creator": "Lucas Peyrin",
      "position": [
        -784,
        -224
      ],
      "parameters": {
        "color": null,
        "width": 512,
        "height": 616,
        "content": "## Automated Lead Qualification & Follow-up\n\nThis workflow intelligently qualifies incoming leads using the BANT framework (Budget, Authority, Need, Timing) and automatically routes them to the most appropriate follow-up action:\n\n*   **Hot Leads:** Redirected to a calendar booking link.\n*   **Mid Leads:** Prompted to start a pre-filled WhatsApp chat.\n*   **Cold Leads:** Sent a nurturing email with helpful resources.\n\n### To get started:\n1.  **Connect Google Gemini** (see red sticky note below).\n2.  **Connect Gmail**.\n3.  **Customize the `Score Lead` prompt** with your specific BANT criteria.\n4.  **Set your WhatsApp number** in the `Phone Number` node.\n5.  **Update redirect URLs** in `Calendar Booking Link` and `Redirect to Website`.\n6.  **Activate the `Lead Contact Form`** and submit a test application.\n\n### Questions or Feedback?\nFor feedback, coaching, built-for-you workflows, or any questions, use my unified AI-powered contact form.\n\n➡️ **[Get in Touch Here](https://template.workflows.ac?source=Lead%20Form%20Routing)**\n\n*Happy Automating! —Lucas Peyrin*"
      },
      "typeVersion": 1
    },
    {
      "id": "4c4429b1-7051-45d1-8051-ebe8b9dd5647",
      "cid": "Ikx1Y2FzIFBleXJpbiI",
      "name": "Notizzettel (3)",
      "type": "n8n-nodes-base.stickyNote",
      "notes": "© 2025 Lucas Peyrin",
      "creator": "Lucas Peyrin",
      "position": [
        -240,
        0
      ],
      "parameters": {
        "color": "7",
        "width": 268,
        "height": 92,
        "content": "💡 Later, activate this workflow and share the public form URL to start collecting leads!"
      },
      "typeVersion": 1
    },
    {
      "id": "f592c4e0-4f34-45de-ac0a-5c2118bad9c5",
      "cid": "Ikx1Y2FzIFBleXJpbiI",
      "name": "Notizzettel (4)",
      "type": "n8n-nodes-base.stickyNote",
      "notes": "© 2025 Lucas Peyrin",
      "creator": "Lucas Peyrin",
      "position": [
        160,
        -64
      ],
      "parameters": {
        "color": 6,
        "width": 456,
        "height": 172,
        "content": "This is the brain of your lead qualification!\n\nOpen this node and adapt the `BANT Criteria Mapping` and `Scoring Logic` in the prompt to **your specific sales process and ideal customer profile**."
      },
      "typeVersion": 1
    },
    {
      "id": "547a5b95-f6e6-4591-8c78-81e455e5235c",
      "cid": "Ikx1Y2FzIFBleXJpbiI",
      "name": "Notizzettel (6)",
      "type": "n8n-nodes-base.stickyNote",
      "notes": "© 2025 Lucas Peyrin",
      "creator": "Lucas Peyrin",
      "position": [
        672,
        -64
      ],
      "parameters": {
        "color": 7,
        "width": 320,
        "height": 144,
        "content": "This `Switch` node acts as your lead router, directing leads down different paths based on the `hot`, `mid`, or `cold` score provided by the AI.\n\n\n\n\n\n\n\n\n\n\n"
      },
      "typeVersion": 1
    },
    {
      "id": "3608b459-65f9-4935-84a6-f29b0e2d4491",
      "cid": "Ikx1Y2FzIFBleXJpbiI",
      "name": "Notizzettel (7)",
      "type": "n8n-nodes-base.stickyNote",
      "notes": "© 2025 Lucas Peyrin",
      "creator": "Lucas Peyrin",
      "position": [
        1056,
        -480
      ],
      "parameters": {
        "color": 3,
        "width": 376,
        "height": 268,
        "content": "### Hot Leads: Calendar Booking\n\nThis path is for your most qualified leads.\n\nOpen the `Calendar Booking Link` node and set the `redirectUrl` to **your personal or team's calendar booking link** (e.g., Calendly, Chili Piper).\n\n\n\n\n\n\n\n\n\n"
      },
      "typeVersion": 1
    },
    {
      "id": "0e94b2dc-b31a-4d0a-9854-279096a57c67",
      "cid": "Ikx1Y2FzIFBleXJpbiI",
      "name": "Notizzettel (8)",
      "type": "n8n-nodes-base.stickyNote",
      "notes": "© 2025 Lucas Peyrin",
      "creator": "Lucas Peyrin",
      "position": [
        1040,
        -112
      ],
      "parameters": {
        "color": 4,
        "width": 760,
        "height": 268,
        "content": "### Mid Leads: WhatsApp Follow-up\n\nThis path engages moderately qualified leads via WhatsApp.\n\n1.  Open the `Phone Number` node and set the `whatsapp_phone` to **your company's WhatsApp phone number**.\n2.  Customize the prompt in `Write Placeholder WA Message` to adjust the pre-filled message content.\n\n\n\n\n\n\n\n\n"
      },
      "typeVersion": 1
    },
    {
      "id": "7dd31824-6da1-49ce-a3fb-892accd4c6d5",
      "cid": "Ikx1Y2FzIFBleXJpbiI",
      "name": "Lead-Kontaktformular",
      "type": "n8n-nodes-base.formTrigger",
      "notes": "© 2025 Lucas Peyrin",
      "creator": "Lucas Peyrin",
      "position": [
        -64,
        64
      ],
      "webhookId": "70ae77f4-ad64-40de-a188-a305e1bf8001",
      "parameters": {
        "options": {
          "path": "n8n-contact-form",
          "buttonLabel": "Send Message",
          "appendAttribution": false
        },
        "formTitle": "Contact Form",
        "formFields": {
          "values": [
            {
              "fieldLabel": "Full Name",
              "placeholder": "John Doe",
              "requiredField": true
            },
            {
              "fieldType": "email",
              "fieldLabel": "Email",
              "placeholder": "john.doe@example.com",
              "requiredField": true
            },
            {
              "fieldType": "textarea",
              "fieldLabel": "What would you want to build in n8n ?",
              "placeholder": "e.g., Automate lead generation, Integrate CRM, Data processing",
              "requiredField": true
            },
            {
              "fieldLabel": "What's you budget ?",
              "placeholder": "e.g., $500 - $1000"
            },
            {
              "fieldLabel": "When would you want to start building ?",
              "placeholder": "e.g., Next month"
            },
            {
              "fieldLabel": "What is your current job ?",
              "placeholder": "e.g., Software Engineer, Marketing Manager"
            }
          ]
        },
        "formDescription": "Please fill out the form below to get in touch with us. We're excited to hear about your n8n project!"
      },
      "typeVersion": 2.3
    }
  ],
  "pinData": {},
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