SOP-23: Diagnostic Results Email & CRM Workflow

The AutomationSurgeon's Automated Lead Processing System


Version	1.1
Owner	Founder
Purpose	This document outlines the complete n8n workflow for processing diagnostic results, sending personalized PDF one-pagers via email, and automatically adding leads to the CRM. This ensures consistent lead follow-up with professional, founder-led communication.

1. Workflow Overview

1.1. Primary Objective

Automate the complete lead processing pipeline from diagnostic completion to CRM entry, ensuring every lead receives personalized follow-up materials from Anton and is properly tracked for conversion.

1.2. Workflow Nodes

Webhook Trigger - Receives diagnostic data
Set Node - Maps treatment to PDF filename
Azure Storage Node - Retrieves PDF from blob storage
Email Node - Sends personalized email with PDF
Google Sheets Node - Adds lead to CRM
Error Handling - Manages failures gracefully

2. Detailed Node Configuration

2.1. Webhook Trigger

Node Type: Webhook Path: /webhook/send-diagnostic-results Method: POST Authentication: None (handled by Flask app)

Expected Payload:

{
  "email": "user@example.com",
  "name": "John Smith", 
  "company": "Acme Corp",
  "treatmentName": "The Lead Intake Treatment",
  "treatmentWhy": "Missed leads from your website require...",
  "annualCost": 3900000,
  "potentialSavings": 3899201,
  "utm_source": "google",
  "utm_medium": "cpc"
}

2.2. Email Node - Enhanced with Psychological Triggers

To: {{$json.email}} Subject: Your {{$json.treatmentName}} - Complete Analysis & Next Steps From: Anton Elisee <anton@automationsurgeon.com>

Email Template (PASTOR Framework + Loss Aversion):

Hi {{ $('Webhook').item.json.name }},

**[P - Problem]**
Thank you for using our Operational Cost Diagnostic Tool. I've reviewed the results for {{ $('Webhook').item.json.company }}, and I've identified a critical issue that's costing your firm significant revenue.

**[A - Amplify]**
Based on your symptoms, I recommend: {{ $('Webhook').item.json.treatmentName }}

**The Financial Impact:**
Your current operational inefficiencies are costing {{ $('Webhook').item.json.company }} approximately ${{ $('Webhook').item.json.annualCost }} annually. This represents significant lost revenue and competitive disadvantage.

**[S - Story/Social Proof]**
I recently worked with a similar {{ $('Webhook').item.json.company }}-sized firm who was experiencing the same symptoms. They were losing $75K annually due to operational inefficiencies.

**[T - Transformation]**
After implementing the recommended treatment, they:
- Eliminated ${{ $('Webhook').item.json.potentialSavings }} in annual operational costs
- Improved efficiency by 70-80%
- Restored competitive advantage
- Protected professional reputation

**[O - Offer]**
As a Microsoft Partner (ID: 7036966) with 8x Azure and M365 certifications, I can implement this treatment for {{ $('Webhook').item.json.company }} with guaranteed results.

**Investment:** $1,200-$3,500 (depending on scope)
**Timeline:** 1-2 weeks
**ROI:** 2,000% - 8,000% within 12 months

**[R - Response]**
Schedule a free 20-minute consultation with me to discuss how this treatment can be tailored to {{ $('Webhook').item.json.company }}'s specific needs and protect your professional reputation.

Best,
Anton Elisee
Founder, AutomationSurgeon
Microsoft Partner | 8x Azure Certified
Partner ID: 7036966
anton@automationsurgeon.com | [Calendar Link]

P.S. - I've attached your complete diagnostic report with specific recommendations for {{ $('Webhook').item.json.company }}.

2.3. Google Sheets Node

Operation: Append Data Fields: email, name, company, treatment name, costs, savings, UTM data, timestamp