Resources
Practical frameworks for lead-to-revenue operations.
Use these resources to diagnose conversion leaks, improve follow-up consistency, and align CRM + automation with real revenue outcomes.
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Revenue System Audit Checklist
Use this structure to identify where leads are leaking between first touch and signed customer.
CRM Architecture Guide
How to design stages, properties, and handoffs so forecasting and automation actually work.
Automation QA Framework
A simple method to prevent broken workflows, duplicate enrollments, and follow-up gaps.