These are the templates, runbooks and diagnostics we use on real engagements, with enough detail that a competent RevOps team could run a version themselves.
Everything available on a Claude Pro (or above) plan: Claude Chat prompts for daily marketing, sales and service queries, plus 15 pre-built Claude CoWork workflows for lead triage, CRM maintenance and campaign execution. Every workflow is approval-gated; nothing runs without you.
A five-move checklist to fix duplicates, dead contacts and misattributed deals in HubSpot, the CRM foundations fixed in an afternoon, not a six-month project.
Why bad CRM data is a business risk, not a data problem, and the HubSpot quick wins that fix it without a six-month project.
HubSpot now gives you four ways to put AI to work in your portal. What each one is actually good at, where it runs out, and how to pick the right one for the job.
Eight ready-to-build HubSpot workflows; trigger, logic and a Claude prompt for each, so you can copy the logic, adapt the fields, and ship it this week.
Everything available on a Claude Pro (or above) plan. From ad-hoc analysis in Claude Chat to 15 approval-gated workflows in Claude CoWork, covering lead triage, CRM maintenance, campaign execution and more.
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A fixed-scope Revenue System Audit applies the same frameworks to your portal, a clear picture of your foundation, your revenue engine, and your readiness for AI.