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Go High Leveln8nOCR Bill ParsingPipeline Architecture
Client: Apex Solar & Home Solutions • Industry: Home Services & ContractingMulti-Step Lead Nurture & Pipeline Architecture
12 Branch Teams
Scale
4,500 Lead Volume/mo
Volume
80% Manual Data Entry Cut
Time Saved
$120K+ Overhead Reduced
ROI Impact
The Challenge
Leads were getting spammed with 4 overlapping text sequences due to broken tag conditions and messy GHL custom field setups.
The Architectural Solution
Scrapped the entire tag-based workflow and designed single-state dropdown CRM fields coupled with n8n OCR bill attachment processing.
Technical Architecture Details
Strict single-select custom fields for lead state validation.
Instant OCR bill extraction returning kilowatt usage data to GHL in 2 seconds.
Automated rep round-robin assignment based on geolocation zip codes.
Measured Business Results
Speed to lead dropped from 45 minutes to 14 seconds.
Lead conversion improved by 34% in 90 days.
100% elimination of double-texting bugs.
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