CRM + Email Automation Expert Needed — LeadPerfection + n8n/Make

We’re looking for an experienced automation specialist to build a fully automated, customer-facing email workflow triggered by actions and status changes inside our CRM, LeadPerfection. We are a home remodeling company specializing in 1-day bathtub and shower remodels. Our goal is to create an exceptional customer experience by keeping customers informed at every stage of their project — without our team having to manually send emails. Think Amazon order tracking, but for a home remodeling project. The customer should receive beautifully designed, easy-to-understand emails that show them where they are in the process, what has happened, what happens next, and any actions they need to take. ## What We Need Built We need someone to connect LeadPerfection to our email system using an automation platform such as n8n or Make (we’re open to your recommendation). The automation should monitor specific events/actions in LeadPerfection and automatically trigger the appropriate customer email. For example: *Signed Contract → Purchase Confirmation Email *Installation Scheduled → Installation Confirmation Email *Installation Tomorrow → 1-Day Reminder Email *Project Completed → Completion + Review Request Email The goal is to make the entire process feel seamless and highly professional from the customer's perspective. ## Initial Email Automations We need to create and automate the following four emails: ### 1. Purchase / Contract Confirmation Triggered when a customer signs their contract. The email should: * Congratulate the customer and thank them for choosing us * Confirm their purchase/project * Include a PDF copy of their signed contract * Clearly show their current project status * Explain what happens next * Provide any relevant contact information or next steps ### 2. Installation Scheduled Triggered when the installation date is scheduled in LeadPerfection. The email should: * Confirm the installation date * Clearly display the scheduled date/time * Explain what the customer should expect * Show the customer's current status in the project journey * Explain what happens next ### 3. Installation Reminder — 1 Day Before Triggered automatically one day before the scheduled installation. The email should: * Remind the customer that installation is tomorrow * Clearly display the installation date/time * Provide preparation instructions * Set expectations for installation day * Include any important information the customer needs before our crew arrives ### 4. Project Completion + Review Request Triggered when the project is marked complete. The email should: * Celebrate the completed project * Thank the customer for choosing us * Provide any relevant final information * Ask the customer to leave a review * Include prominent links/buttons to our review platforms ## Email Design The emails should have a modern, polished, highly visual design inspired by Amazon's order/status emails. We particularly like the concept of a linear "checkpoint" or progress tracker that visually shows the customer where they are in the process. For example: ✓ Contract Signed → ✓ Installation Scheduled → ● Staging Materials for Install → ○ Project Complete Each email should highlight the customer's current stage, while also showing what has already happened and what's coming next. The design should be: * Clean and professional * Mobile-friendly * Easy to scan * Consistent across all emails * Brandable/customizable * Focused on reducing customer anxiety and keeping the customer informed We want these emails to feel like part of a premium customer experience, not generic automated marketing emails. ## Technical Requirements You should be comfortable with: * LeadPerfection CRM * Leap SalesPro (for contract PDF) * REST APIs * Webhooks and/or API polling * n8n and/or Make * Email automation platforms/APIs * Dynamic email content * Passing customer/project information from a CRM into an email * Handling dates and scheduled events * Attaching or linking dynamically generated PDF documents * Troubleshooting and testing API integrations Here is LeadPerfection's API documentation: https://app.swaggerhub.com/apis-docs/LeadPerfection/Examples/2.0?view=uiDocs We are currently assuming n8n or Make will be the best way to build the integration, but we are open to your recommendation if you believe there is a better architecture. ## Deliverables We expect the freelancer to: 1. Review the LeadPerfection API and determine the best way to detect the required CRM events. 2. Recommend the best automation architecture (n8n, Make, or another appropriate solution). 3. Build the CRM → automation → email workflows. 4. Design/build the four customer-facing emails. 5. Implement the Amazon-style project progress/checkpoint design. 6. Dynamically populate customer/project information from LeadPerfection. 7. Dynamically include the customer's signed contract PDF where applicable. 8. Configure the 1-day installation reminder based on the scheduled installation date. 9. Configure the project-completion/review workflow. 10. Thoroughly test the workflows and edge cases. 11. Provide documentation so our team can understand and maintain the system going forward.