Problem 04
Tools stacked. The file stayed.
Zapier, n8n, native CRM flows, a second CRM. The bill grew. Friday still opens a spreadsheet.
What Monday looks like
A new scenario every quarter. Nobody can draw the stack. When something breaks, the workaround is another export.
What it costs
You paid for glue and kept the ritual. Failures are silent until a customer, an invoice, or a board pack catches them.
What we do
We draw what is actually running. We turn off the double work. We keep the joins that have an owner.
First job
A map of live automations, including the ones nobody admits to. Then we delete before we add.
Who feels it. Ops and marketing-ops sitting on overlapping automations. Finance leads who see the bill and still wait on the file.
These usually travel together
If this one is true, one or two of the others usually are. Start with the expensive one, not the fashionable one.
Name the expensive one first.
The assessment is a briefing, not a score. Mark what is true. We write the first job — or an honest no.
Name what's broken