Adonis Jimenez

Deliverables

1. Automation Workflow Map: A fully automated sequence that captures new leads, enriches their data, updates the CRM, triggers notifications, and ensures timely follow‑up. It removes manual work, reduces errors, and creates a predictable, scalable sales process. 2. Trigger / Action Logic: Defines exactly what starts the automation and what happens next at every step. It ensures the workflow behaves predictably, updates the CRM correctly, and never leaves a lead stuck or unassigned. 3. Tool Stack Recommendation: A recommended tool stack that balances power, affordability, and ease of setup. Each tool plays a specific role in the automation flow, ensuring smooth lead capture, CRM updates, routing, notifications, and follow‑up. 4. Field Mapping Strategy: Defines how lead data moves between tools—from capture → enrichment → CRM → automation → notifications → follow‑up. It ensures every system uses the same field names, formats, and values so the workflow runs cleanly without mismatches, errors, or missing data. 5. Automation Rules: Rules defining the business logic that keeps your sales workflow clean, predictable, and error‑free. They ensure that every lead follows the same standardized path from capture → qualification → routing → follow‑up, without manual intervention or inconsistent decisions. 6. Notifications & Alerts: These ensure that no lead is ignored, delayed, or lost during the sales automation workflow. They keep Sales, SDRs, and Admins informed at the exact moments when action is required, and they provide early warnings when data is missing or automations fail. This creates a responsive, accountable sales process. 7. Follow-Up / Task Setup: These ensure that every assigned lead receives timely outreach, no lead is forgotten, and Sales maintains a consistent, accountable rhythm. This structure removes ambiguity, enforces next steps, and keeps the pipeline moving without manual oversight.