I am in Sales Ops or RevOps
Keep the CRM clean: no duplicates, no one who left and only real mobile numbers. Sort every new lead into hot, warm or not a fit, and know what came in and who owes you every Monday.
5 guides, in order
Frees you for: Working the leads, not fixing duplicates. · About 10 minutes
Claude + Close + HubSpot
Frees you for: Calling only people who are still in the seat. · About 10 minutes
Claude + Apify + LinkedIn
Frees you for: Spending dial time on numbers people really answer. · About 10 minutes
Claude + Trestle
Frees you for: Calling the hot leads first. · About 10 minutes
Claude + Gmail + Close
Frees you for: Choices made on real numbers. · About 10 minutes
Just Claude
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