Playbooks you can execute this month
Sequenced implementation plans: the decisions, the order, the checkpoints and the failure modes. Long enough to be useful, short enough to run.
Lead routing playbook: from form submission to owned follow-up
A sequenced plan for designing lead routing: assignment rules, response standards, out-of-hours behaviour, escalation, and the reporting that keeps it honest.
CRM cleanup playbook: restoring a system people believe
A four-week sequence to repair CRM trust: freeze changes, rebuild stage definitions, cut fields, clear dead data with a published rule, and rebuild reporting.
Customer onboarding playbook: designing the first forty-five days
How to design onboarding that produces the same outcome for every customer: outcome definition, milestone spine, ownership, exception handling and handover.
Marketing-to-sales handoff playbook
Build a handoff both teams accept: joint qualification criteria, required context, acceptance and rejection with reasons, return rules and one shared funnel report.
Operations audit playbook: finding the constraint in two weeks
A two-week audit that maps the real flow, measures wait time, tests ownership and documentation, and produces a ranked list of fixes with owners rather than a report.