Kit you run yourself
CRM Automation Repair Kit
Stop duplicates, give every lead an owner, and make ageing leads visible.
The repair kit for the layer between your forms, your CRM and your follow-up. It replaces the old Ops Rebuild Stack: pair it with the free AI Workflow Audit Kit to find the break first.
What’s inside
- Where duplicates enter and the rule that stops each path
- Merge rules: what survives a merge and what goes to review
- Routing reasons your team can read without asking ops
- Reply timers and a three-step escalation ladder
- The audit log record and a monthly review template
Sample: where duplicates come from
A free sample from the workbook.
| Entry point | How the duplicate forms | Stopping rule |
|---|---|---|
| Form resubmitted | Same person, different email casing | Normalise email and phone before searching |
| Several channels | Web form and phone desk both create the contact | Search before create, on every channel |
| Retries | A webhook retry creates a second record | Store a key on first success and skip repeats |
Who it’s for
For you if
- Someone on your team builds automations in HubSpot, Pipedrive, Salesforce, Zoho, Make or Zapier
- You want the rules before you pay for a build
Not for you if
- Nobody has time to work through it (book the review instead)
Questions
Do I need to replace my CRM?
No. The rules sit between your sources and the CRM you already pay for.
I bought the Ops Rebuild Stack. What changed?
Nothing for you: your download still works. The stack was the same repair kit plus the free audit kit, so it is now one product.
Can you do it for me?
Yes. That’s the one-workflow build, $4,000.
Want to talk it through first?
Thirty minutes, free. Bring the task that keeps breaking.