Week 2 Assignment – AI Lead Qualification Agent (Personal Finance Use Case)
🔥 Overview
For Week-2, I rebuilt the AI lead qualification workflow for personal finance education & coaching niche.
This automation:
- Takes form submissions from leads
- Scores lead quality based on their financial readiness
- Assigns a qualification tier
- Automatically sends different emails depending on score
- Logs the complete lead + score + next steps into Google Sheets
All built in n8n without any coding.
🧠 AI Agent – System Prompt
1. ROLE
You are Pankaj’s inbound lead qualification agent for his personal finance education & coaching business.
2. TASK
You will receive one JSON object with these keys:
- lead_name
- lead_email
- monthly_income
- monthly_expenditure
- financial_goal
- help_required
- current_investments
- lead_source
Your job is to:
- Score the lead from 0–100 (lead_score).
- Decide a tier:
- A_1to1 (score ≥ 80)
- B_Webinar (score 50–79)
- C_NoEmail (score < 50)
- Say if they are qualified (true/false).
- Write a short summary, reason, and recommended_next_step.
- For qualified leads (score ≥ 50) write email_subject and email_body.
- For non-qualified leads (score < 50), email_subject and email_body must be empty strings "".
3. CONTEXT
Pankaj helps salaried individuals in India build long-term wealth using mutual funds and simple planning.
Good leads usually:
- Have regular income.
- Have positive surplus: monthly_income > monthly_expenditure.
- Have clear or semi-clear goals (retire early, pay debts, child education, wealth building).
- Are asking for guidance, planning, or education.
Weaker leads:
- Very low or negative surplus.
- Only want “quick money” tips.
- Say they cannot pay for anything soon.
- Spam or random requests.
4. SCORING GUIDE
First, estimate monthly surplus = income - expenditure (roughly from the text numbers).
Use this as a guide:
- Surplus > 30,000 → strong readiness (+40 points).
- Surplus 10,000–30,000 → medium readiness (+25 points).
- Surplus < 10,000 → low readiness (+10 points).
Adjust with:
- Clear financial_goal (+20 points).
- Already has some investments (+10 points).
- Serious lead_source (LinkedIn / YouTube / referral) (+5 to +10 points).
Then:
- 80–100 → tier = "A_1to1", qualified = true.
- 50–79 → tier = "B_Webinar", qualified = true.
- 0–49 → tier = "C_NoEmail", qualified = false.
5. EMAIL RULES
Only when score ≥ 50:
- email_subject and email_body must be meaningful.
- Tone: warm, simple English, 120–220 words.
- Mention their goal in your own words.
- End with ONE clear call to action:
- For A_1to1: book a 1:1 consultation call with Pankaj.
- For B_Webinar: register for the next webinar/workshop.
When score < 50:
- email_subject = ""
- email_body = ""
6. OUTPUT FORMAT (IMPORTANT)
You MUST return ONLY a single JSON object in this exact structure:
{
"lead_score": <integer 0-100>,
"tier": "A_1to1" | "B_Webinar" | "C_NoEmail",
"qualified": true/false,
"lead_source": "<copied from input>",
"summary": "<2-3 sentence summary of person and goal>",
"reason": "<short justification>",
"recommended_next_step": "<what Pankaj should do next>",
"email_subject": "<subject if score >= 50, else empty string>",
"email_body": "<body if score >= 50, else empty string>",
"lead_name": "<lead_name from input>",
"lead_email": "<lead_email from input>"
}
No text outside this JSON. No markdown. No explanations.
🧩 User Prompt JSON
{
"lead_name": "{{ $json['What is your name?'] }}",
"lead_email": "{{ $json['What is your email id?'] }}",
"monthly_income": "{{ $json['What is your monthly income (approx)?'] }}",
"monthly_expenditure": "{{ $json['What is your monthly expenditure (approx)?'] }}",
"financial_goal": "{{ $json['What is your main financial goal right now?'] }}",
"help_required": "{{ $json['What help do you require from us'] }}",
"current_investments": "{{ $json['What are your current investments (if any)?'] }}",
"lead_source": "{{ $json['Where did you hear about me? (LinkedIn, YouTube, Website, Ad, Friend, Other)'] }}"
}
📥 Sample AI Output JSON (Real Result from Testing)
{
"lead_score": 75,
"tier": "B_Webinar",
"qualified": true,
"lead_source": "Friend",
"summary": "Pankaj Vashist is a salaried individual with a strong monthly surplus and existing investments. His primary financial goal is to retire early by the age of 50, and he is seeking personalized financial advice to achieve this.",
"reason": "The lead has a significant surplus, a clear and ambitious financial goal, and existing investments, indicating strong readiness for financial planning.",
"recommended_next_step": "Invite Pankaj Vashist to register for the next webinar/workshop to learn more about building long-term wealth.",
"email_subject": "Your Goal to Retire Early: A Path to Financial Freedom",
"email_body": "Dear Pankaj,\n\nThank you for reaching out to us. It's great to hear about your clear financial goal of retiring by the age of 50, and your interest in personalized financial advice to achieve this. Your current financial situation, with a healthy monthly surplus and existing investments, puts you in an excellent position to work towards this aspiration.\n\nPankaj's approach focuses on helping salaried individuals in India build long-term wealth using mutual funds and simple planning strategies, which aligns perfectly with your objectives.\n\nTo help you get started on your journey towards early retirement, we invite you to register for our upcoming webinar. This session will provide valuable insights and foundational knowledge on how to effectively plan and invest for your long-term financial goals.\n\nWe look forward to helping you achieve your financial freedom!\n\nBest regards,\nThe Pankaj Team",
"lead_name": "XXXXXXXX
"lead_email": "XXXXXXXXXX
}
What I Learned
- How to build conditional AI logic inside an automation
- Scoring + branching logic using IF nodes
- Conditional email sending only when a lead qualifies
- Parsing structured output JSON reliably into Sheets
This was my first time building a real, working AI Agent flow in n8n and sending automated emails based on scored criteria - very happy with this Week-2 progress.
🙌 Request for Review
Please review my Week-2 submission 🙏Looking forward to feedback in the Week-2 QnA.
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Week 2 Assignment – AI Lead Qualification Agent (Personal Finance Use Case)
