automation · $39 · digital download · instant ZIP

Lead-to-Invoice Automation Playbook (n8n / Make)

Price: $39 USD · Format: Workflow recipes + implementation checklist + field maps · Delivery: Instant after PayPal

Who this is for

Solo freelancers and operators who:

• Copy-paste leads from forms into spreadsheets by hand
• Forget follow-ups and unpaid invoices
• Want automation without hiring a developer
• Can use n8n Cloud/self-host or Make.com

The problem

Admin time is silent profit leak. Done-for-you automation packs sell in 2026 because they save 10+ hours of setup. Buyers don’t want theory — they want recipe maps.

Outcome

A concrete Lead → Proposal → Invoice → Paid → Delivery system you can implement step by step.

System overview

Inbound lead

  → CRM/Sheet row + notify you

  → Proposal sent (status)

  → Accepted → invoice draft

  → Paid → delivery email + thank-you

  → No reply → follow-up sequence

  → Weekly unpaid digest

Recipe 1 — Form lead → CRM row → ping

Trigger: New Typeform / Tally / Google Form response

Actions:

1. Normalize fields: name, email, company, budget, need
2. Create/update row in Notion or Google Sheet
3. Slack/email/Telegram ping: “New lead: {{name}} — {{need}}”
4. Tag status = new

Field map

Recipe 2 — Proposal accepted → invoice draft

Trigger: Status changed to proposal_accepted OR signed DocuSign/HelloSign

Actions:

1. Create invoice draft (Wave/PayPal/Stripe invoice / Sheet log)
2. Fill line items from proposal package
3. Set due date = +7 days (or deposit due immediately)
4. Notify you: “Send invoice to {{email}}”

Recipe 3 — Payment received → delivery + thank-you

Trigger: PayPal/Stripe payment webhook OR manual status paid

Actions:

1. Mark invoice paid
2. Send delivery email template (attach file or link)
3. Create project folder checklist task
4. Optional: add to “active clients” view

Recipe 4 — No-reply follow-up sequence

If status stays proposal_sent for 3 days → email #1

If still no reply at day 6 → email #2

If day 10 → polite breakup email

Email #1 angle: value bump + ask one question

Email #2 angle: alternative package

Breakup: “Closing the file Friday — want me to keep a slot?”

Recipe 5 — Unpaid invoice weekly digest

Trigger: Every Monday 9:00

Actions: Query invoices where status != paid AND due < today

Send yourself a digest list with amounts and days overdue.

Implementation checklist

• [ ] Choose n8n or Make
• [ ] Connect form + sheet/Notion + email
• [ ] Create status field enum: new / contacted / proposal_sent / accepted / invoiced / paid / lost
• [ ] Test with one fake lead end-to-end
• [ ] Connect PayPal/Stripe webhook (or manual paid toggle)
• [ ] Turn on follow-up scenario with test delays first
• [ ] Add weekly unpaid digest
• [ ] Document your “happy path” in 5 bullets for future you

Troubleshooting

• Duplicate leads: Upsert by email key
• Missed webhooks: Add manual “Mark paid” button/status
• Too many notifications: Batch digest instead of instant pings for low-priority events

ROI

If setup would take you 10 hours at $40/hr, that’s $400 of time. This playbook compresses the design work so you configure instead of invent.

Delivery

Full playbook with recipes, field maps, and checklist after PayPal. Tools themselves are separate accounts (n8n/Make free tiers often enough to start).

Bonus deep library (included in your ZIP)

ZIP extras include node-by-node build sheets, Make/n8n stack examples, field dictionaries, and a 30-day rollout. Start at extras/00-START-HERE.md.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”

n8n node sketch (Recipe 1)

1. Webhook / Form trigger
2. Set (normalize)
3. Notion/Sheet: upsert by email
4. IF new vs existing
5. Slack/Email notify
6. Optional: wait 3 days → IF still proposal_sent → follow-up

Make.com sketch (Recipe 3 paid)

1. PayPal / Stripe instant payment notification OR manual Watch rows
2. Update invoice status paid
3. Gmail delivery template
4. Create task / checklist row

Failure modes library

14-day test plan

Day 1–2 schema · Day 3 fake lead · Day 4 proposal_sent test · Day 5 follow-up with 5-min delay · Day 6 paid path · Day 7 digest · Day 8–14 real leads with you watching every run.

Ultra-detailed appendix

Status machine (do not invent extra statuses early)

new → contacted → proposal_sent → accepted → invoiced → paid

Side doors: on_hold, lost

Field normalization rules

• Email: lowercase trim
• Budget: strip currency symbols; store number + currency
• Name: keep as submitted; don’t auto-split weirdly
• Source: utm_source or “manual”