Hand delivery the scope that was actually sold
Built so the sold scope becomes the project. Pricing and discounts stay with the partner. Delivery stops reconstructing the engagement from email.
Book a Free n8n ConsultThe problem
Partners sell, then the delivery team rebuilds the scope from email. The work crosses the CRM, the proposal tool, and the project system, and the handoff fails when volume spikes.
What we automate
- ✓ Inquiry to opportunity with the source attached
- ✓ Proposal drafts from the scoped services
- ✓ Won deals creating the project and the kickoff tasks
- ✓ Time-to-invoice reminders from approved time
- ✓ A pipeline view that matches what delivery was actually sold
Example scope, not a client case study
Week one is this and only this: Inquiry to opportunity with the source attached. Once that path survives a real week, the usual second branch is proposal drafts from the scoped services. No client name, no street address, no invented metric. The done state is a record your team can open.
How the n8n build works
Trace one live Professional Services job
We follow one live example across the CRM, the proposal tool, and the project system, including the exception people handle in chat.
Automate the first queue
The first workflow covers inquiry to opportunity with the source attached and proposal drafts from the scoped services.
Keep a person on the risky step
Pricing and discounts stay with the partner. The n8n run attaches the draft or the record so the review is fast.
Host it for the data you have
The point of the workflow is that sales and delivery share one record of what was sold.
Why teams use this
Hours return to the professional services team on the queue they already hate
The source of truth stays the system you already trust
Failures alert someone with the record id
You can add the next workflow without redoing the integration
Built so the sold scope becomes the project. Pricing and discounts stay with the partner. Delivery stops reconstructing the engagement from email.
We build n8n workflows for this process so the CRM, the proposal tool, and the project system stay in sync. Pricing and discounts stay with the partner. After the first workflow has run on live volume, we add the next branch. We do not import a pack of templates and rename them for the industry.
What this costs
The scoping call is free. The build is priced per workflow after we see your systems, not as a flat package and not per n8n execution. n8n software is separate: self-hosting is free on your server, and n8n Cloud publishes its own Starter and Pro plans. Those are their prices, not our fee.
Who you talk to
The person who scopes the workflow is the person who designs it. You get that owner on the kickoff call. We reply within 24 hours. AI PROFI does not publish a specialist's local license, a phone number, or a street address for this service.
FAQ
Can you start with only this: Inquiry to opportunity with the source attached?
Do you self-host n8n?
Will this replace our staff?
What does the first week include?
Book a Free n8n Consult
We build this in your n8n instance, document how it runs, and stay on for the first production week.