Full Engagement Overview

End-to-End Marketing Ops Buildout for a Marketing Company

Built the complete marketing operations infrastructure from scratch — CRM setup, tagging and segmentation, drip campaigns, website CTA tracking, and an AI-powered lead magnet that generates personalized business analysis reports on demand using the Claude API.

3 Systems built

AI Claude API integrated

0 Manual steps after lead submits

Full Pre-launch delivery

Three connected deliverables

Deliverable 01 — CentrepieceAI-Powered Lead Magnet

Form submission → Claude API → personalized report → CRM. Zero manual steps.

Custom HTML intake form
n8n automation workflow
Claude API business analysis
HTML results page output
Automatic CRM routing

Deliverable 02 — Foundation

CRM Build from Scratch

Built from zero before launch — tags, segments, drips, pipeline stages, and website tracking wired in from day one.

Full platform configuration
Tag and segment architecture
Drip campaigns per segment
Pipeline stages defined
Website CTA tracking

Deliverable 03 — Connective Layer

n8n Automation Workflow

Ties everything together — one flow from form submission to AI report to CRM entry.

Form → Claude API trigger
Report generation and delivery
Lead routed to CRM automatically
Tagged on entry, ready for drip
Zero manual steps end-to-end

How the AI lead magnet runs

Prospect Fills custom HTML intake form

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n8n Workflow triggered — data passed to Claude

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Claude API Generates personalized business analysis

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Report HTML results page with 5 opportunities + CTA

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CRM Lead enters pipeline, tagged, drip fires

Full stack used

n8n Claude API CRM Platform HTML (form + results) Google Sheets Website CTA tracking

See the individual case studies

Two individual case studies go deeper — AI-Powered Lead Magnet and CRM Build from Scratch.