Qualify & Nurture Website Demo Requests with Claude AI, Cal.com and Instantly.ai

An intelligent automation workflow that processes website demo requests, qualifies leads using AI-powered analysis, and automatically nurtures prospects through personalized follow-up sequences to maximize conversion rates.

Overview

This workflow transforms raw website leads into qualified prospects through intelligent filtering, enrichment, and personalized nurturing. It combines AI-powered qualification with automated follow-up to ensure high-quality leads receive immediate attention while nurturing those needing additional touchpoints.

🔄 Workflow Process

1. Entry Point - Webhook Website form submission capture Receives demo requests from website forms in real-time Captures lead data including LinkedIn URL, email, use case, and referral source

2. Initial Routing Filter Source-based lead classification Filters out low-quality leads from "lead_capture_box" sources Routes qualified submissions to enrichment process

3. Lead Enrichment Comprehensive data enhancement Enriches LinkedIn profile data via Trigify API Gathers additional company and professional intelligence

4. AI Qualification Engine Intelligent prospect evaluation Uses Claude AI to assess lead quality across multiple criteria: B2B company validation Geographic filtering (US, UK, Europe, Australia) Senior-level job titles or strategic keywords Current employment verification

5. Booking Verification Check Conversion status validation Checks Cal.com API to verify demo scheduling Routes booked leads to completion, non-booked to nurturing

6. AI-Powered Follow-up Research Personalized nurturing preparation Researches prospect's company using AI and web search Generates personalized follow-up messaging based on use case and company context

7. Email Campaign Integration Automated nurturing execution Adds qualified, non-booking leads to Instantly.ai email campaigns Includes personalized research for tailored outreach

🛠️ Technology Stack

n8n**: Workflow orchestration Trigify API**: Lead enrichment Claude AI**: Qualification and personalized research Clay**: CRM integration Cal.com API**: Booking verification Instantly.ai**: Email campaign automation

✨ Key Features

Real-time lead processing and AI-powered qualification Geographic and demographic filtering for market focus Automated booking verification and conversion tracking Personalized follow-up research and content generation Multi-platform integration for seamless lead management

🎯 Ideal Use Cases

Perfect for B2B companies with demo-driven sales processes:

SaaS companies requiring product demonstrations B2B service providers needing qualified prospect identification Sales teams managing high-volume inbound lead qualification Organizations with international markets requiring geographic focus

📈 Business Impact

Transform website visitors into qualified sales opportunities:

Lead Quality Enhancement**: AI filtering ensures only qualified prospects reach sales Conversion Optimization**: Systematic follow-up increases demo booking rates Sales Efficiency**: Automated qualification frees teams for high-value activities Personalized Engagement**: Research-driven follow-up increases response rates

💡 Strategic Advantage

This workflow creates a sophisticated qualification funnel that combines automation with personalization. By using AI-powered assessment and research-driven follow-up, it ensures qualified prospects receive appropriate attention while preventing resource waste on unqualified leads.

The system maximizes the value extracted from every website visitor by focusing sales efforts on highest-probability opportunities while automatically nurturing prospects who need additional touchpoints to convert.