Workflow automation that follows up every lead

n8n, AI and Twilio connected to your CRM, calendar and inbox, so every lead gets an answer in minutes and the repetitive work runs on its own.

The leads you lose are the ones nobody followed up

A form comes in at 9 pm, a call goes unanswered, a quote never gets a second message. Nobody decided to drop those leads: the follow-up depended on someone remembering. The same happens with data typed twice into the CRM and calendars that drift out of sync.

Automation takes those steps off people's to-do lists. A workflow I built checks for unanswered leads every 5 minutes and reaches them over WhatsApp, SMS or an AI voice call, without anyone on the team having to remember.

What I automate

Lead follow-up

Every new lead gets a WhatsApp, an SMS or an AI call within minutes, and a reminder sequence until it answers or books.

CRM and calendar sync

Contacts, deals and appointments stay in sync between your CRM, Google Calendar and Outlook, with no one copying data by hand.

Call and message triggers

Outbound calls when a form is filled, alerts when a high-value lead writes, and routing rules your team doesn't have to apply by hand.

Reporting and operations

Daily summaries, conversation logs and the internal steps that today live in a spreadsheet and in someone's memory.

How it works

Map the process

We walk through how the work flows today and find the steps where leads wait, data gets copied, or someone has to remember. Those are the first to automate.

Build the workflows

I build them in n8n, or in code when the volume or the logic calls for it, connected to Twilio, WhatsApp, your CRM, your calendars and an LLM where judgment is needed. Every workflow has error handling and alerts.

Run and hand over

We launch, watch the executions and fix the edge cases. You get documentation and access to every workflow, so nothing depends on me to keep running.

Work already running in production

Production ยท Law firm CRM

A Los Angeles law firm running its whole intake on tools that were never built to talk to each other.

They needed to handle heavy call volume and book appointments across multiple offices without things falling through the cracks. I built the platform from scratch and kept building it as the firm grew.

It started as call handling and scheduling and turned into a full CRM. Calls through Twilio, recordings pulled by OnSIP into AWS so managers can review them, appointments syncing both ways with Google Calendar and Outlook, real-time updates through Pusher, client files and multi-location scheduling in one place.

The part that matters: it holds up under 500 concurrent users and 20-plus background jobs running at once. This is not a prototype. It is production infrastructure a law firm has trusted and kept expanding for over a year.

Read the case study →

Frequently asked questions

n8n can run on your own server, so the cost doesn't grow with every task, your data stays with you, and it can run custom code when a step needs it. When a workflow outgrows it, I move that part to code.
No. The point is to connect what you already use: CRM, calendars, forms, inbox, phone. If a tool has an API or webhooks, it can be part of the workflow.
Every workflow has error handling and alerts, so a failure gets noticed and retried instead of silently dropping a lead.
You do. They run on your account or your server, and you get access and documentation for each one.
A focused workflow, like lead follow-up, is usually live in 1 to 2 weeks. Larger processes are split into stages so the first part pays off early.

How I build it, step by step

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