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n8n Custom Automations - Sales Playbook

Overview

Target: Enterprises, SMEs, and technical teams requiring advanced automation beyond standard solutions.

Value Proposition: Transform complex business processes with visual workflow automation that connects any system, processes data intelligently, and scales with your business.

Lead Generation Strategy

Primary Lead Sources

1. Facebook Groups

  • Target Groups:
  • Business automation groups
  • Odoo user communities
  • SME business owners groups
  • E-commerce automation groups
  • CRM integration communities
  • Strategy: Share valuable automation tips, case studies, and success stories
  • Content: Post automation workflows, integration examples, ROI calculations
  • Engagement: Answer questions, provide free automation advice, build relationships

2. Outbound Calls

  • Target Lists:
  • Businesses using Odoo ERP systems
  • Companies with multiple disconnected systems
  • Organizations with manual data entry processes
  • SMEs with growth automation needs
  • Approach: Focus on pain points, offer free automation assessment
  • Script: Lead with integration challenges, offer custom solutions

Key Integration Focus Areas

Core Integrations We Specialize In:

  • Odoo ERP: Complete business management system integration
  • Kommo CRM: Customer relationship management automation
  • Appgain Platform: Marketing automation and customer engagement
  • SMS Services: Multi-provider SMS automation and management
  • WhatsApp Business: Conversational automation and customer support
  • Google Sheets: Data processing, reporting, and collaboration workflows

Target Personas

Primary Personas

1. Enterprise IT Directors

  • Pain Points: Complex system integrations, legacy system modernization, data silos
  • Goals: Streamline operations, reduce manual work, improve data accuracy
  • Budget: $50K+ annually for automation solutions
  • Decision Process: Technical evaluation, ROI analysis, security review
  • Lead Source: Outbound calls, LinkedIn, industry events

2. Business Process Managers

  • Pain Points: Manual processes, human errors, slow operations
  • Goals: Automate workflows, improve efficiency, reduce costs
  • Budget: $20K-50K annually
  • Decision Process: Process analysis, efficiency gains, cost savings
  • Lead Source: Facebook groups, referrals, content marketing

3. Technical Teams & Developers

  • Pain Points: Custom integrations, API development, data processing
  • Goals: Build custom solutions, integrate systems, automate development tasks
  • Budget: $10K-30K annually
  • Decision Process: Technical capabilities, ease of use, scalability
  • Lead Source: Developer communities, GitHub, technical forums

Secondary Personas

4. Operations Managers

  • Pain Points: Manual reporting, data collection, compliance requirements
  • Goals: Automated reporting, real-time data, compliance automation
  • Budget: $15K-40K annually
  • Decision Process: Operational efficiency, compliance, reporting accuracy

5. Data Analysts

  • Pain Points: Data collection, transformation, reporting
  • Goals: Automated data pipelines, real-time analytics, data quality
  • Budget: $10K-25K annually
  • Decision Process: Data capabilities, integration options, analysis tools

Discovery Questions

Integration-Specific Questions

  1. "Are you using Odoo for your business management?"
  2. Identify ERP integration opportunities
  3. Understand current Odoo setup and pain points

  4. Assess automation potential for Odoo workflows

  5. "How do you manage your customer relationships and sales pipeline?"

  6. Identify CRM system (Kommo, Salesforce, HubSpot, etc.)
  7. Understand lead management processes

  8. Assess CRM integration needs

  9. "Do you use WhatsApp for customer communication?"

  10. Identify WhatsApp Business usage
  11. Understand customer communication workflows

  12. Assess WhatsApp automation opportunities

  13. "How do you handle SMS campaigns and notifications?"

  14. Identify SMS service providers
  15. Understand SMS workflow requirements

  16. Assess SMS automation needs

  17. "Do you use Google Sheets for data management and reporting?"

  18. Identify Google Sheets usage patterns
  19. Understand data processing requirements

  20. Assess spreadsheet automation opportunities

  21. "Are you using Appgain for marketing automation?"

  22. Identify existing Appgain integration
  23. Understand marketing workflow requirements
  24. Assess cross-platform automation needs

Business Process Questions

  1. "What manual processes are taking up the most time for your team?"
  2. Identify pain points and inefficiencies
  3. Quantify time spent on manual tasks

  4. Understand process complexity

  5. "How many different systems does your team use daily?"

  6. Map system landscape
  7. Identify integration needs

  8. Understand data flow requirements

  9. "What happens when data doesn't sync between systems?"

  10. Identify data quality issues
  11. Understand business impact
  12. Quantify error costs

Technical Questions

  1. "Do you have any custom integrations or APIs in place?"
  2. Assess technical capabilities
  3. Understand integration complexity

  4. Identify maintenance needs

  5. "How do you currently handle data transformation between systems?"

  6. Understand data processing needs
  7. Identify transformation requirements

  8. Assess technical complexity

  9. "What's your biggest integration challenge?"

  10. Identify specific pain points
  11. Understand technical barriers
  12. Assess solution requirements

ROI Questions

  1. "How much time does your team spend on manual data entry?"
  2. Quantify manual work
  3. Calculate time savings potential

  4. Assess cost impact

  5. "What's the cost of errors in your current processes?"

  6. Identify error costs
  7. Understand business impact

  8. Calculate improvement potential

  9. "How much would you save if you could automate 80% of your manual processes?"

  10. Quantify automation benefits
  11. Calculate ROI potential
  12. Assess business value

Objection Handling

"We already have automation tools"

Response: "That's great! n8n Custom Automations complements existing tools by providing advanced workflow capabilities and custom integrations that standard tools can't handle. We can integrate with your existing systems and create custom workflows that bridge gaps between different automation platforms."

"This seems too technical for our team"

Response: "n8n's visual workflow builder makes complex automation accessible to non-technical users. We provide comprehensive training and ongoing support to ensure your team can manage and modify workflows easily. Plus, our team handles the initial setup and complex integrations."

"We're concerned about security"

Response: "Security is our top priority. n8n offers enterprise-grade security with end-to-end encryption, role-based access control, and comprehensive audit logging. We can deploy on-premises or in secure cloud environments, and we're SOC 2 Type II certified."

"The cost seems high"

Response: "Let's calculate the ROI. If your team spends 20 hours per week on manual processes at $50/hour, that's $52,000 annually. Our solution can automate 80% of that work, saving $41,600 per year. The solution pays for itself in months while improving accuracy and speed."

"We need to see it working with our systems"

Response: "Absolutely! We'll create a proof-of-concept using your actual data and systems. This will show you exactly how the automation will work in your environment and demonstrate the real value for your business."

Demo Strategy

Demo Structure (45 minutes)

1. Introduction (5 minutes)

  • Agenda Overview: What we'll cover and what they'll see
  • n8n Overview: Visual workflow builder concept
  • Use Cases: Relevant examples for their industry

2. Visual Workflow Builder (15 minutes)

  • Live Demo: Create a simple workflow in real-time
  • Show: Drag-and-drop interface, node connections, data flow
  • Highlight: Ease of use, visual clarity, real-time execution

3. Integration Capabilities (15 minutes)

  • Show: 200+ pre-built integrations
  • Demo: Connect to their specific systems (if possible)
  • Highlight: Custom API integration, data transformation

4. Advanced Features (10 minutes)

  • Show: Conditional logic, loops, error handling
  • Demo: Complex workflow with multiple steps
  • Highlight: Enterprise-grade capabilities, scalability

Demo Script

Opening

"Today I'll show you how n8n Custom Automations can transform your business processes. We'll start with a simple workflow and then explore the advanced capabilities that make this solution perfect for enterprises like yours."

Visual Builder Demo

"Let me show you how easy it is to create workflows. I'll drag a trigger node here, connect it to a data processing node, and then to an action node. You can see the data flowing through the workflow in real-time."

Integration Demo

"Here's where n8n really shines. We have 200+ pre-built integrations, but we can also connect to any custom API. Let me show you how we can integrate with your CRM system and transform the data before sending it to your marketing platform."

Advanced Features

"For complex business processes, n8n provides advanced features like conditional logic, loops, and error handling. This workflow automatically retries failed operations and sends alerts when issues occur."

Closing

"n8n Custom Automations gives you the power to automate any business process, no matter how complex. The visual interface makes it accessible to your team, while the advanced capabilities ensure it can handle your most demanding requirements."

Pricing Strategy

Pricing Tiers

Starter Package - $99/month

  • Target: Small teams, simple automations
  • Value: Basic automation capabilities
  • Upsell: Professional features as needs grow

Professional Package - $299/month

  • Target: Growing businesses, moderate complexity
  • Value: Advanced features, priority support
  • Upsell: Enterprise features for complex needs

Enterprise Package - Custom Pricing

  • Target: Large enterprises, complex requirements
  • Value: Unlimited capabilities, dedicated support
  • Focus: Custom solutions, enterprise features

Add-on Services

Custom Development - $150/hour

  • Target: Complex integrations, custom workflows
  • Value: Expert development, faster implementation
  • Upsell: Ongoing development, maintenance

Training & Onboarding - $2,000

  • Target: Team training, knowledge transfer
  • Value: Faster adoption, better results
  • Upsell: Advanced training, ongoing support

Dedicated Support - $500/month

  • Target: Critical operations, ongoing support
  • Value: Priority support, faster resolution
  • Upsell: 24/7 support, dedicated account manager

Closing Strategy

Closing Questions

  1. "What would be the first process you'd like to automate?"
  2. Identify immediate need
  3. Create urgency

  4. Plan implementation

  5. "Who would be the best person to lead this implementation?"

  6. Identify champion
  7. Plan team involvement

  8. Ensure success

  9. "What timeline works best for your business?"

  10. Set expectations
  11. Plan implementation
  12. Create commitment

Closing Techniques

ROI Close

"Based on what you've told me, automating your manual processes would save your team 20 hours per week. At $50/hour, that's $52,000 annually. Our solution costs $299/month, so you'd see a 1,400% ROI in the first year."

Competitive Close

"While other solutions offer basic automation, n8n Custom Automations provides the advanced capabilities you need for complex business processes. The visual workflow builder makes it accessible to your team, while the enterprise features ensure it can scale with your business."

Urgency Close

"Every day you wait is another day of manual work and potential errors. The sooner we implement this solution, the sooner you'll start seeing the benefits. Let's get started this month so you can begin saving time and money immediately."

Post-Sale Success

Implementation Plan

  1. Week 1: Process analysis and workflow design
  2. Week 2: Workflow development and testing
  3. Week 3: Integration setup and configuration
  4. Week 4: Training and go-live support

Success Metrics

  • Time Savings: Hours saved per week
  • Error Reduction: Percentage decrease in manual errors
  • Process Efficiency: Improvement in process completion time
  • Cost Savings: Annual cost savings from automation

Ongoing Support

  • Monthly Check-ins: Review performance and optimization opportunities
  • Quarterly Reviews: Assess new automation opportunities
  • Annual Planning: Plan for scaling and additional features

Key Takeaways

  • Target: Enterprises and technical teams with complex automation needs
  • Value: Visual workflow builder with enterprise-grade capabilities
  • Differentiator: 200+ integrations, custom API support, visual interface
  • ROI: Significant time and cost savings through automation
  • Success: Comprehensive implementation and ongoing support

Ready to transform your business processes with advanced workflow automation? Let's discuss how n8n Custom Automations can solve your specific challenges and deliver measurable results.

🤖 Ask Appgain Biz Dev