Home Services · Lead Management · Operations
Painting Company Lead & Quote Automation
Portfolio DemonstrationA practical demonstration of how a home-service company can organize lead handling and internal follow-up while keeping outbound actions controlled.
Problem
A small painting company needs a consistent way to capture leads, identify priority requests, prevent duplicate handling, notify the team, track quotes, and follow up.
System Design
An n8n workflow that validates and normalizes incoming leads, checks for duplicates, runs AI-assisted triage with a rule-based fallback, tracks each lead, and prepares (but does not auto-send) team alerts and quote follow-ups.
Workflow Stages
- 01Lead intake
- 02Validation
- 03Duplicate check
- 04AI / rule-based triage
- 05Tracking
- 06Gmail / Slack draft or alert
- 07Quote follow-up
- 08Daily summary
Tools Used
- n8n
- Google Sheets
- Gmail
- Slack
- AI model integration
- Webhooks
Safety & Human Review
- Draft-only safety controls
- Disabled send nodes during testing
Implementation Evidence
Real screenshots of the working system — collapsed by default so this page stays readable.
What's Working
A practical demonstration of how a home-service company can organize lead handling and internal follow-up while keeping outbound actions controlled.
Limitations & Confidentiality
Client identity kept anonymized on this portfolio, per standing agreement.
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