Helping a mentorship programme keep track of interested people.
For Heart2Heart Enterprise’s Self-Realization Mentorship Programme, I designed parts of the path between a new enquiry, a payment check and the next follow-up.
Original Heart2Heart n8n workflow showing form intake, payment checks and follow-up branches.
The challenge
What needed to work better?
When enquiries arrive from campaigns and forms, important details can end up spread across messages and spreadsheets. That makes it harder to see who needs help, who has paid and what should happen next.
The work
What I worked on.
Planned the lead journey from advertisement and landing page to follow-up.
Created a workflow structure for collecting and cleaning lead details.
Added branches for claimed payment, verification and follow-up actions.
Connected sheets and email steps to support more organised handoffs.
A closer look
See the system.
Original Heart2Heart n8n workflow showing form intake, payment checks and follow-up branches.
The outcome
What came out of the work?
Built the lead-handling workflow and supporting acquisition process to give the team a clearer record of enquiries and a better follow-up path.
Why it matters
The bigger picture.
The team can spend less attention remembering administrative steps and more attention helping prospective participants decide.
