Automation playbooks

Leads-to-CRM Automation Blueprint

Packaging artwork. The readable excerpt below is from the offered edition.

Editions and price

STANDARD and ENHANCED editions

STANDARDThe initial selection -- a complete, useful good.
$1418.8 KB
ENHANCEDThe fuller file; this page identifies the difference, with no universal bonus implied.
$2932.6 KB

Measured difference: the ENHANCED file is 32.6 KB and the STANDARD file is 18.8 KB. Both are complete, usable documents; the ENHANCED edition carries more material. The ENHANCED edition costs $15 more.

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What's inside

  • 2 files
  • 11 sections
  • 13 subsections
  • 1 worked example
  • 1 table
  • 26 checklist items
  • 2 fill-in fields

Counts are measured from the offered edition. Files are counted separately from the examples within a file.

Excerpt from the ENHANCED edition
A tool-neutral automation recipe. Every step is described generically so you can rebuild it in whatever no-code automation platform you already use -- the logic is what you're paying for, not a vendor-specific template.*

Who it is for

For people who want written procedures they can follow to set up an automation themselves.

Who it is not for

It is a set of instructions, not installed or running automation.

Requirements and first use

  • Format: Markdown / plain text.
  • To open: any text editor or Markdown reader; no special software is required.
  • Version: v2.