Outcome
Marketing Processes That Run Without Spreadsheets
You already bought a CRM and channels — nurture, routing, and handoffs still live in Google Sheets and Slack. I wire Make between the stack you own so lifecycle and routing execute end-to-end, and the accounts stay yours.
- First live workflow in about a week
- Monthly from $1K · month to month
- You own the accounts
88 Make blueprints as operator capability — not a promise to port all 88 into your account. Read how GTM systems shipped on Cleverence → /case-studies/cleverence
Sound familiar — marketing still runs in tables
Nurture lives in a shared sheet, not the CRM
The founder or ops lead pastes new leads into a tab every Monday. Sequences never fire when someone is sick, traveling, or “will do it Friday.”
Routing happens in Slack threads
A lead arrives; three people argue who owns it. By the time someone replies, the contact already booked a competitor demo from another tab.
Handoff is a copy-paste ritual
Marketing exports a CSV. Sales re-imports it into their own view. Stage names drift. The “system” is two people and a formula column.
Tools are paid for — execution is still manual
HubSpot and Make sit in the stack. Nobody connected the scenarios that actually move a lead from form fill to next step without a human glue layer.
What happens if you leave it like this
- This week: Another half-day lost re-keying the same people into the same columns so “the process” looks alive.
- This quarter: New channels get bolted on as more sheets. Ops calendar fills with glue work instead of live workflows.
- Through six months of a junior hire or agency retainer: You pay for more people to maintain the spreadsheet ops — still no Make layer that owns execution between CRM and channels.
What I build so processes run without the spreadsheet
01
Map the jobs that still need a human paste
I list every nurture, route, and handoff that currently depends on a sheet or Slack ping. You need from you: CRM login plus a 30-minute walkthrough of “how we do it now.”
You leave with: job map with owners and failure points.
02
Wire Make between CRM and the channels you already use
I connect the tools you own — not a new suite. Scenarios cover enrollment, alerts, and stage moves that used to be manual. You need from you: admin access to Make (or HubSpot workflows where Make is not required).
You leave with: named scenarios with test runs logged.
03
Stand up lifecycle and routing that fire without a Monday ritual
Shared enrollment rules and owner assignment go live so a new lead does not wait for someone to open a tab. You need from you: one decision-maker who can approve stage names for routing.
You leave with: live lifecycle path plus routing rules documented in your account.
04
Prove execution with four CRM rows, not another deck
We validate with a short sample view: source, leads, meetings, next step — pulled by the workflows, labeled sample where figures are illustrative. You need from you: one week of real traffic or outbound so the paths have something to process.
You leave with: execution check report plus handoff notes for your team.
What the first month includes — and what it does not
Included
- → Job map of spreadsheet-dependent marketing ops
- → Make scenarios for nurture, routing, and handoff (drawn from an 88-blueprint library as capability — we ship what your stack needs, not all 88)
- → Lifecycle enrollment rules in the CRM you already own
- → Owner routing that does not depend on Slack memory
- → Test runs and a short execution check (sample figures labeled sample)
- → Written handoff so your future hire can read the system
- → Access to CRM implementation and marketing analytics support when definitions block automation
Not included
- → A strategy-only deck with no tool access
- → Media spend on ads platforms
- → Guaranteed revenue or lead-volume multiples
Accounts, domains, and scenarios stay in your logins.
Look at execution — not a paragraph
Before: a manual sheet. After: four sample CRM rows — source, leads, meetings, next step — pulled by live workflows. Illustration of execution, not a promised dashboard.
Sample layout
Source
Sample
Leads
Sample
Meetings
Sample
Next step
Sample
Who this is for
A fit
- → You already pay for a CRM and at least one channel stack
- → Nurture, routing, or handoffs still depend on sheets or Slack
- → Someone on your side can grant tool access in week one
- → You want live workflows in month one — not a slide deck
Not a fit
- → You only want a strategy presentation with no access to tools
- → You refuse to change how stages trigger automation mid-project without a decision owner
- → You plan to rip out the CRM before any workflow ships
How this path compares
Who does the work
This operator: One senior operator in your tools
First artifact
This operator: Named live scenarios and a job map
Who owns accounts
This operator: You own CRM, Make, channel accounts
How you pay
This operator: Starter under $1K one-time; monthly from $1K
What you will not get
This operator: A promise to port all 88 blueprints
Live-workflow milestones at day 7, 30, 90
Day 7
At least one live scenario in your Make (or native CRM automation) covering a real job from the map — not a sandbox demo.
Day 30
Lifecycle enrollment and routing run without the Monday sheet ritual for the paths we scoped.
Day 90
You judge whether ops still pastes into spreadsheets for those jobs — and which next scenarios to add from the blueprint library.
What it costs to start
One-time starter under $1,000: audit of spreadsheet-dependent jobs plus one live Make (or CRM) scenario in your accounts.
Monthly from $1,000: ongoing operator work — more scenarios, lifecycle tuning, handoffs documented — month to month.
Channel and software fees stay on your cards; media budget is separate if you run paid.
Questions before we wire the first scenario
Ready to see what month one will wire
Book a free Growth Audit — no retainer required. Bring the CRM and channels you already pay for; we map which jobs leave the spreadsheet first.