All work
Financial Service Provider n8n / Python
From new lead to booked meeting, on autopilot.
An end-to-end sales pipeline (lead generation, qualification, enrichment and outreach), automated so the team can focus on the work that matters.
8 → 30 meetings booked per month
- Client
- Financial Service Provider
- Role
- Automation engineering
- Focus
- Outbound sales pipeline
- Stack
- n8n Python REST APIs Webhooks
The problem
Finding, qualifying and researching prospects was manual work that came before every first message, and it took time away from actual conversations.
Each step happened in a different place, so leads could stall between them.
What I built
An automated pipeline for the whole top of the funnel: it finds new leads, qualifies them, enriches each one with company and contact details, and starts the outreach.
n8n runs it end to end, with Python where the steps needed custom logic. The team picks it up from the first reply.
How it works
Generate
New leads are found and added automatically.
Qualify
Each lead is checked against the ideal-customer criteria.
Enrich
Company and contact details are filled in before outreach.
Reach out
Personalised outreach starts, and replies go straight to the team.
Headline result
8 → 30
meetings booked per month
What changed
- Meetings booked went from 8 to 30 a month.
- The team spends its time on conversations instead of research.
- Every lead goes through the same steps.