Starter Kit Revenue EngineSynthetic data

Automate-it-twice Backlog

Ten tasks done by hand, ranked by the hours they give back, and the top three designed as automations.

Synthetic data, September 2026 · Counts from the same dataset as the other modules, minutes estimated · Illustrative designs, not any company's systems

1

Ten tasks done by hand

Ranked by the hours each gives back, divided by the effort to automate it.

1.1The backlog

46 hours a month by hand. The top three hold 28 of them (61%).

  1. 1

    Mark each booked call as held or no-show in the CRM

    Closers · 373 calls booked in September × 2 min

    12 h a monthEffort M

  2. 2

    Write up the morning health check and post it to the team

    RevOps · 22 working days × 15 min

    5.5 h a monthEffort S

  3. 3

    Download each partner platform's report and paste it into the sheet

    RevOps · 2 platforms × 30 days × 10 min

    10 h a monthEffort M

  4. 4

    Rebuild the weekly review numbers from exports

    RevOps · 4 weekly reviews × 90 min

    6 h a monthEffort MDesigned in Weekly Revenue Review

  5. 5

    Find the Sub ID for a close that lost it

    RevOps · 6 closes without a Sub ID × 25 min

    2.5 h a monthEffort SDesigned in Revenue Truth Check

  6. 6

    Hand out a closer's leads when they are off

    Sales lead · About 8 days with someone off (estimate) × 15 min

    2 h a monthEffort SDesigned in Routing & Speed-to-Lead

  7. 7

    Fill in the source on deals that arrived without one

    RevOps · About 20 deals (estimate) × 5 min

    1.7 h a monthEffort SNext in line

  8. 8

    Work out each closer's commission at month end

    Sales lead · 1 month close × 180 min

    3 h a monthEffort LNext in line

  9. 9

    Ask the partner why a commission was reversed

    RevOps · 4 reversed in September × 30 min

    2 h a monthEffort MNext in line

  10. 10

    Merge a duplicate deal

    RevOps · 2 duplicates in September × 20 min

    0.7 h a monthEffort SDesigned in Revenue Truth Check

Effort: S is one workflow or Zap, M a few steps and a test, L several systems. Counts come from September's data; minutes and efforts are estimates.

2

The first three, designed

Trigger, steps, how we know it works, and what fails loudly instead of quietly.

2.1The call marks itself

Replaces
Mark each booked call as held or no-show in the CRM
Gives back
12 hours a month
Built with
A CRM workflow, reading what the call recorder saves

  1. Trigger

    A call is booked

    Every booking enters, on the spot or after an email.

  2. Until 15 minutes after the call starts · Date property: the call's start.

  3. Branch

    Did the call recorder save a recording?

    Yes: held. No: no-show, which starts No-show recovery.

  4. Edit record

    Set the call outcome

    Held, with the summary attached, or No show.

  5. Notify

    Tell the closer

    Only for no-shows: one click to undo if the call happened elsewhere.

Works when
A weekly spot check of 10 calls finds every outcome right.
If it fails
A call with no outcome two hours after its start turns the health check amber.
To check first
Which recorder fields reach the CRM, and how soon after the call.
3

The rule

If someone does it by hand twice, it goes on this list.

3.1How the list stays honest

  • Anyone can add a task, with how often it happens and how long it takes.
  • RevOps re-ranks the list every Friday; the top one gets built the next week.
  • An automation ships with its check and its alarm, or it does not ship.