Blueprint 01 · Video Walkthrough

Watch the build before you buy.

The full 15-minute walkthrough is free on YouTube. Every node, every prompt, every configuration — built live. The blueprint gives you the files to deploy it yourself.

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Financial Planners & RIAs
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Automate Your Client Intake & Onboarding Workflow

Eliminate manual data entry from new client intake. A prospect submits your intake form → n8n extracts and structures the data → your CRM is updated → a personalized welcome email fires → an onboarding checklist is created. All automatically, in under 60 seconds. Works with most major CRMs (HubSpot, Airtable, Notion, and others via webhook).

n8n Workflow JSON Claude System Prompt Form Setup Notes Quickstart PDF CRM Integration Guide
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Marketing & Demand Gen Agencies
In Development

Automate Monthly Client Performance Reports

Pull campaign data from your ad platforms → Claude writes a narrative performance summary → branded PDF report generated → delivered to client inbox automatically. Eliminates 3–5 hours of reporting work per client per month.

n8n Workflow JSON Claude Report Prompt PDF Template Quickstart PDF

This blueprint is currently in development. Get notified when it drops.

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Architecture & CAD Firms
In Development

Automate Project Scope & Proposal Generation

Client submits a project brief → Claude extracts scope requirements and generates a structured proposal draft with fee estimate → you review and send. Cuts proposal turnaround from days to hours.

n8n Workflow JSON Claude Scope Prompt Proposal Template Quickstart PDF

This blueprint is currently in development. Get notified when it drops.

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IT Consultants & MSPs
In Development

Automate Client Onboarding & Runbook Generation

New client signed → intake form triggers environment discovery → Claude generates a customized runbook and onboarding checklist → tasks assigned in your project tool → client welcome email sent. Never start a new engagement from scratch again.

n8n Workflow JSON Claude Runbook Prompt Onboarding Template Quickstart PDF

This blueprint is currently in development. Get notified when it drops.

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Recruiting & Staffing Agencies
In Development

Automate Candidate Intake & Screening Workflow

Candidate applies → Claude parses the resume and scores against role requirements → structured profile created in your ATS → recruiter gets a ranked summary → automated acknowledgment sent to candidate. Process 5x more candidates in the same time.

n8n Workflow JSON Claude Screening Prompt ATS Integration Notes Quickstart PDF

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Get all 5 blueprints for $345.

One vertical, all five workflows. The complete client lifecycle — intake, reporting, proposals, onboarding, and screening — automated. Available as blueprints ship; you'll receive each one as it's released.

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