01 · INVENTORYEverything happening manually today.
Before laying down a workflow, we concretely list what your team does without a system : CRM tagging, Excel exports, manual follow-ups, inbox triage, lead transfers to sales. By the end of the inventory, you see where time goes, what repeats every week, and what shouldn't even exist anymore. Not a blind overhaul. A figures-based audit, validated with your team.
02 · ARBITRATIONWhat gets coded. What stays human.
For each listed task, a decision : cleanly codifiable, automatable with a human supervising, or 100 % human. A qualification with 5 clear questions can be coded. A qualification that requires nuance stays with a salesperson. A 7-day follow-up can be coded. A response requiring personalization goes through Claude with a human validating. This arbitration governs everything that follows.
03 · CRMThe source drives, not the tool.
The CRM stays the source of truth. Mailchimp, n8n, your ads tool, your customer support : all read from and write to the CRM, not the other way around. If the base has duplicates, empty fields or contacts who left the company, we clean first. An automation plugged into a dirty base sends the wrong email to the wrong person, and that's worse than nothing.
04 · MOMENTSBusiness triggers to code.
What happens when a lead arrives, when a customer buys, when a deal closes, when a cart stalls, when a churn risk settles in. We map these moments one by one, with you and the sales team. Each moment is a potential trigger. The list comes before the tool.
05 · PRIORITIESTwo or three scenarios. Not twelve.
Too many parallel active scenarios, and a contact ends up in 4 sequences at once. We pick with you the 2 or 3 with the highest immediate business impact : welcome flow, abandoned cart, post-purchase, win-back, qualified lead. The rest waits until the first ones run cleanly.
06 · CONSTRUCTIONMailchimp for lifecycle. n8n for workflows. Claude for judgment.
Mailchimp carries email sequences and behavioral segmentation. n8n connects tools so the CRM, ads tool, support and data lake talk continuously. Claude takes over steps that used to require a human : qualifying a lead, summarizing a conversation, personalizing a reply. Each tool on its own ground.
07 · OWNERSHIPYou pilot without having to ask us.
Workflow documentation, sequence diagrams, separated access for your team and your tools. When we leave the engagement, your team or a successor can continue without forensic audit. We stay on backup as long as you want. We disappear when you don't need us anymore.