CRM Setup Checklist
The 4-step playbook to get pipeline visibility in 30 seconds.
Plug-and-play workflows for HubSpot/Salesforce + your outbound stack. Built to improve speed-to-lead, routing, follow-up, pipeline hygiene, and reporting.
Works with your stack
What's included
Clear documentation of what fires the workflow
Detailed instructions you can follow
Test cases to validate your build
Metrics to measure success
Compatibility info + updates
Full Library
The 4-step playbook to get pipeline visibility in 30 seconds.
Deploy your own AI agent with a dedicated email inbox and Slack integration to automate tasks on command.
Automatically match and enrich Salesforce contacts with LinkedIn profile data.
Automatically enrich new HubSpot leads with AI-generated company insights.
Generate AI-powered prospect briefs automatically for sales meeting preparation.
Automatically extract LinkedIn profile data and organize it in Google Sheets.
Guided paths
Curated bundles of automations that work together. Start here if you're building a complete system.
Skip the learning curve. We'll configure, test, and document everything for you.
Step 1
Audit current state + requirements
Step 2
Build + configure automations
Step 3
QA → Rollout → Train → Handoff