Key Workflows
Current and future state maps for each core business process.
Referral Partner Relationship Engine
HubSpot · Google Calendar · Otter.ai · +1 more
Outbound Prospect Database Engine
HubSpot · Apollo · BuiltWith · +3 more
Otter Meeting Intelligence
Otter.ai · Claude · HubSpot · +2 more
Sales Sequence and Nurture Engine
HubSpot · Instantly · SmartLead · +3 more
Executive KPI Dashboard
HubSpot · Zapier · Google Workspace · +1 more