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8 contributions to AI Automation Society
A lead generation workflow I help businesses with - example
Hello, I thought I'd try to share some value here, so I'm sharing how i generally set up a lead generation workflow and how I walk through a business to build it for them. Each lead generation workflow is similar from business to business. I've found it to be true across multiple niches, BioTech, AEC / MEP (Mechanical/electrical engineering), Life Coaching, and Drone surveying... The workflow is typically 4 Phases - Gathering -> Filtering -> Researching -> Delivery Gathering - The gathering phase is typically done through an API or web fetches. If an API is available, this is usually the most reliable. Any common model can do a web fetch, but it's less deterministic. You will also need sources for the web fetch and API. You would determine this based on the clients typical sources (websites) and/or doing quick market research to determine where the ideal leads reside. I typically don't use filters in this phase unless really broad filters can be applied (Gather anyone who has a particular title CEO, P.E. Mechanical Engineer, etc.), otherwise agent web fetches can have large bottlenecks. API filters in the phase can be useful, but make sure your agent knows the correct parameter values for the particular API. It's useful to find the page where it describes the API parameters and give it to your agent when it's building. Web fetches gather the whole page data, so you'll want your agent to know "I'm looking for people on this website and their contact info, email, phone, title, etc." Have it output into an MD file or something simple for the agent to read. This trims down so the filtering agent can work with less noise. (Tell the agent to include the URL/Link to the particular person) Filtering - This phase is pretty self explanatory, it filters the leads you've gather based on the companies parameters. When talking with the client, you'll want to ask a series of questions to figure out what truly makes a good lead for them / a good client. Often times, they don't know, so you'll have to do some questioning (not interrogation hah).
1 like • 7d
@Shahbaz Hussain I often ask for a list of their previous clients and try to determine the patterns (AI is good with this too hah.) Otherwise, I tell them that they must choose a particular lead type in order for the system to work properly... One client of mine essentially listed 3 very specific types of leads and I told her that we will start with one and work our way up as time goes on... This kind of forces the company to niche down, which isn't inherently bad. It just might make the client a little uncomfortable if they've been a bit willy nilly with their client criteria.
1 like • 7d
@Lana Frei Glad it was helpful!!
Thank you Nate! 3 months - Multiple AI systems - 4 AI clients
I bet you hear that a lot, but truly, thank you. I’ve made more progress in business after learning through your content than any other source of info. Thats saying a lot since I’ve been attempting business opportunities for 6+ years on my own. I just recently started watching you this year. 3 months - Multiple AI systems - 4 AI clients Thank you & God bless 🙏
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How Do You Build the Logic and Confidence to Start freelancing?
I have a question. As a beginner, I've already learned every node in n8n and all the basic things, and I've learned error handling, but I'm still wondering: how would you create a workflow from zero when the customer asks you for an idea? Like, how can I get that logic and confidence to say 'I can work right now' and start freelancing?
1 like • 10d
Reach out to people you know and attempt to build your service for them for free. Treat them as a client, figure out exactly what they need, deliver the product. Do that a couple times with the same type of system and you’ll have enough confidence to do some outreach because you KNOW the system and whats required.
Day 3 of AIS 7-Day Challenge
I'm turning my BioTech lead gen. into a workflow made of skills. It worked fine before, but this may allow me to do less iteration per runs. It's essentially breaking down my pipeline into 4 skills. Gather -> Filter -> Research -> Output That's pretty much how I set it up in the first place, but what Nate gave me here was more formal structure for the AI, which is very much needed at times. I ran it and pumped out 18 new leads for a client tho, so cheers!! (of course I blacked out the contacts, but you get the gist.)
Day 3 of AIS 7-Day Challenge
Day-1 of 7 Day AIS Challenge
I've been following Nate for a few months now since just a few weeks before n8n shifted to claude code. I think his content is extremely valuable and am super grateful that someone would post all of this for free. I've built a handful of tools using his YouTube tutorials and such, most of which are lead generation for AEC, Drone, and BioTech industries. Granted, they all have their own flaws, they still deliver the results nonetheless. I'm hoping I can refine my technique with more structure from his 7 day AIS challenge. Thanks Nate!!!!! ❤️ Oh, I also now have a newsletter generator that tells me the latest news about cats, so that's pretty cool.
1-8 of 8
Jordan Clement
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22points to level up
@jordan-clement-9457
Living & professing the science of achievement and the art of fullfilment.

Active 1d ago
Joined Jan 6, 2026
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