Sales workflows

How a signal becomes a conversation and a conversation becomes a meeting, written down step by step, handoffs included.

Start with what to put on autopilot in LinkedIn outreach, and the one step that should stay with a person.

Workflows16 min read

CRM integration for LinkedIn outreach:
what to sync.

Most CRM integrations fail before the first record moves, because nobody decided which system owns which field. Here is the object by object direction map, the API limits that make the first import the dangerous one, and the three failure modes that quietly ruin a pipeline: duplicate contacts, overwritten owners, and an activity feed nobody reads.