This is the companion to the audiobook edition. The audiobook walks through twenty automations and the problems they solve; these tables let you see the full map at a glance, find the automation that matches a problem you’re facing, and keep your place as you move through the chapters.
Use the first table when you have a problem and want to know which automations to reach for. Use the second when you want a one-line summary of what each automation does and the benefit it delivers.
Start with the problem on the left. The numbers point to the automations that solve it, in priority order.
| Business Problem | Primary Automations | Supporting Automations | Expected Outcome |
|---|---|---|---|
| High Marketing Spend, Low Conversion | 1, 2, 3, 18 | 4, 16 | Stop losing deals in the first 5 minutes; know which campaigns actually work |
| Leads Disappear After Inquiry | 1, 4 | 2, 3 | Instant response; enforced follow-up; no deals die in silence |
| Can’t Tell Which Marketing Works | 18, 2 | 20 | Real attribution from click to revenue; kill losing campaigns |
| Sales Complains About Lead Quality | 3, 2 | 1, 18 | VIPs routed to best reps; noise filtered automatically |
| Many Leads, Few Conversions | 3, 4, 5 | 1, 2 | Score and prioritize; enforce follow-up; nurture long-term |
| Pipeline Full of Fantasy Deals | 7, 6 | 4, 14 | Remove stalled deals; stage-based playbooks enforce reality |
| Forecasts Always Wrong | 6, 7 | 14, 20 | Consistent process; honest pipeline; visible truth |
| Every Salesperson Works Differently | 6, 15 | 14 | Stage-based playbooks; guided adoption; measurable behavior |
| Deals Marked “Closed Won” But No Invoice | 9, 8 | 17 | Billing schedules auto-created; delivery triggered; money flows |
| Revenue in CRM ≠ Revenue in Accounting | 9 | 8, 20 | Single source of truth; invoices match deals; no manual gaps |
| Subscriptions Never Start or Stop Wrong | 9, 10 | 12 | Auto-created from deals; renewals structured; churn visible early |
| Project Delivery Chaos After Sale | 8 | 17, 19 | Scope-driven tasks; templates; vendor assignment automated |
| Customers Quietly Leaving | 10, 12, 13 | 11 | Health signals; onboarding structured; VIPs protected |
| Renewals Feel Like Negotiations | 10, 12 | 13 | Strong Day 1; support visible; relationship not rescue |
| Selling to Angry Customers by Accident | 12 | 13, 20 | Support signals in CRM; SLA breaches visible; timing protected |
| Don’t Know Who Your Best Customers Are | 13 | 10, 12, 20 | RFM segments; VIP treatment automatic; attention allocated correctly |
| Small Customers Get Same Attention as VIPs | 13 | 12 | Value-based routing; SLA tiers; strategic focus protected |
| Team Not Using CRM | 14, 15, 16 | 4, 6 | Company channels enforced; guided playbooks; adoption tracked |
| Activity on Personal Phones, Not CRM | 14 | 15, 4 | Communication visible; Smart Account Management; coaching with facts |
| Can’t Trust Your Own Reports | 16, 20 | 2, 18 | Data validated at entry; duplicates merged; executive dashboard unified |
| Duplicate Records Everywhere | 16 | 2 | Entry validation; AI duplicate detection; automatic merging |
| Contracts Lost in Email | 17 | 8, 9 | Document workspaces; e-signature tracking; version control |
| Sensitive Documents Floating Around | 17 | 16 | Secure portals; structured collection; audit trail |
| Proposals Take Forever to Create | 17 | 6, 8 | CRM-generated; templates; scope-driven automation |
| Marketing and Sales Blame Each Other | 18 | 2, 3, 4 | Attribution clear; outcomes enforced; feedback loop closed |
| Ad Spend on Wrong Geography / Audience | 18, 2 | 3 | UTM tracking; callbacks to platforms; real-time visibility |
| Vendor / Freelancer Chaos After Sale | 19 | 8, 17 | Structured pool; compliance enforced; assignments tracked |
| Last-Minute Scramble for Subcontractors | 19 | 8 | Resourcing triggered at Closed Won; portals; PO automation |
| Owner Doesn’t Know What’s Really Happening | 20 | 9, 12, 13, 18 | Executive cockpit; unified dashboards; AI exceptions daily |
| Ten Systems, Ten Different Stories | 20 | 9, 18 | CRM + Finance + Support connected; definitions agreed; one truth |
One line per automation: the problem it solves and the benefit it delivers.
| # | Name | What It Solves | Key Benefit |
|---|---|---|---|
| 1 | Speed-to-Lead | Leads die in first 5 minutes | Instant AI response; conversion jumps 20x |
| 2 | Lead Capture & Enrichment | Blind on who prospects are; can’t track campaigns | Real attribution; enriched profiles; email validation |
| 3 | Lead Scoring | All leads treated equally; best reps waste time | VIPs routed correctly; noise filtered automatically |
| 4 | First Follow-Up | Tasks ignored; deals die in silence | Enforced follow-up; visible activity; no ghosting |
| 5 | Nurture “Not Ready Yet” | Lost leads forgotten forever | Value-based journeys; trust built over time |
| 6 | Stage-Based Playbooks | Every salesperson invents own process | Guided steps; consistent behavior; excellence enforced |
| 7 | Stalled Deal Recovery | Fake pipeline; 72% fantasy | Truth exposed; stalls routed by value; forecast honest |
| 8 | Closed Won → Project | “We sold it, now what?” | Scope-driven tasks; templates; delivery starts correctly |
| 9 | Closed Won → Money | Deals closed but not invoiced | Billing auto-created; subscriptions structured; cash flows |
| 10 | Renewals & Next Deal | Renewals feel desperate; churn high | Strong onboarding; health monitored; expansion natural |
| 11 | Close/Lost Winback | Lost deals = garbage | Relationships nurtured; trust built; timing respected |
| 12 | Account Health & Support | Selling to angry customers by accident | Support signals visible; SLA breaches flagged; timing protected |
| 13 | RFM Segmentation | Everyone treated the same | VIPs identified; attention allocated; value protected |
| 14 | Sales Performance & SLA | Activity on personal phones; can’t coach | Company channels; Smart Account Management; AI coaching |
| 15 | Implementation Playbooks | Team won’t use CRM | Guided adoption; onboarding structured; tracking visible |
| 16 | Data Hygiene | Garbage data; can’t trust reports | Entry validated; duplicates merged; cleanup ongoing |
| 17 | Documents & Contracts | Chaos in email; “Which version?” | Workspaces; e-signature; secure portals; version control |
| 18 | Marketing Sales Alignment | “Your fault” vs “My fault”; blind spending | Attribution real; outcomes enforced; spend connected to revenue |
| 19 | Vendor/Freelancer Management | Last-minute vendor panic | Structured pool; compliance enforced; POs automated |
| 20 | Executive Cockpit | Ten systems, ten stories | Unified dashboard; AI exceptions; one truth visible |