The 8-Week Build-Before-Automate Path
Work through these weeks in order. Each lesson has an overview, a practical exercise, and a Done Means Done checklist.
Pipelines and Opportunity Stages
Define the stages that reflect how deals actually move through your business.
Tags, Custom Fields, and Custom Values
Set a naming convention for tags and plan the custom fields and values you will actually use.
Communication Points and Lead Entry Map
Map every lead entry point and every internal and external touchpoint before any workflow is built.
Calendars and Appointment Flow
Choose the right calendar type, set availability, and connect the booking flow to your pipeline.
Workflows, Automations, and Triggers
Build one safe, testable workflow with clear triggers, actions, and stop conditions.
Contact Importing and Data Hygiene
Prepare and import a clean contact list, then keep the data clean over time.
Email HTML, Campaigns, and Deliverability
Plan and test a mobile-friendly nurture campaign with a clear goal and healthy deliverability.
Lead Capture Assets: Forms, Documents, QR Codes, and Social Media
Build the forms, documents, QR codes, and social media paths that feed the CRM from the front end.