Gombu KanuOperations Automation
One pipeline replaces 10+ hours of weekly manual lead routing — form to CRM to email to calendar, inside the HubSpot you already use.
Engagement
3-Phase Operations Automation
Timeline
Gated at each phase
No big-bang commitment
Investment
Scoped after discovery
Budget anchor: $5–10k signal
Pricing is grounded in the value each phase unlocks — discussed at discovery.
“10+ hours/week of manual lead routing”
— Gombu Kanu, in our discovery
Here's what we're building.
Where we are now — and where we end up
Right now
- Lead routing is manual — eats 10+ hours a week
- Form, CRM, email, and calendar are separate disconnected steps
- Follow-up timing depends on whoever is at the keyboard
- Leads can leak when the handoff is slow or missed
After this engagement
- One pipeline runs end-to-end without manual intervention
- Every lead lands in HubSpot routed and tagged on arrival
- Personalized emails go out in minutes, not hours
- Prospects self-book on a real calendar — no back-and-forth
A lead fills out your form and the rest happens without you. They land in HubSpot tagged correctly, get a personalized email within minutes, and book themselves onto your calendar — all while your team works on something else. The ten hours a week come back. Follow-up speed becomes consistent. Nothing falls through.
The three phases
Each phase delivers a concrete output — and pricing locks before any work begins in that phase.
Phase 1
Strategy & Positioning
Phase outcome
We agree on exactly which leads, which messages, and which calendar — so the build has a target before we start building.
What we'll do
- Map your lead types and what each one should trigger
- Define the email voice and the variables that make it feel personal
- Decide HubSpot-native vs. external orchestrator (Make / n8n / Zapier) with tradeoffs spelled out
- Lock the success metric: hours recovered, response time, or both
You walk away with
Investment
Pricing finalized after Phase 1 scoping — sized to your answers in the Questions section below.
Phase 2
Audit & Discovery
Phase outcome
We see exactly what's in HubSpot today and what needs to change before automation runs cleanly through it.
What we'll do
- Audit current HubSpot setup — properties, lists, workflows, integrations
- Inventory the form, email, and calendar tools in play
- Identify data gaps that would break the automated flow
- Produce the build spec for Phase 3 with no open questions
You walk away with
Investment
Pricing finalized after Phase 1 — once we know HubSpot's actual state, we can size this honestly.
Phase 3
Build & Implementation
Phase outcome
The pipeline is live. Form submissions flow through HubSpot, trigger personalized email, and land prospects on your calendar — without you touching anything.
What we'll do
- Build the form-to-CRM connection with routing rules
- Set up the personalized email sequence (HubSpot-native or via orchestrator, per Phase 1 decision)
- Wire calendar booking into the post-email flow
- Test end-to-end with real lead scenarios
- Document the system so your team can maintain it
You walk away with
Investment
Pricing finalized after Phase 2 — the build cost depends on what the audit surfaces.
Why this order
Building before strategy means automating the wrong routing. Building before audit means hitting unexpected HubSpot constraints mid-build and re-scoping under pressure.
The routing logic and message framework decide what we're building toward.
We need to know HubSpot's actual state before committing to a build cost.
By then there are no open questions — just execution.
Investment
Questions for you
A few things weren't covered on the discovery call. Your answers tighten Phase 1 scope and pricing — reply with whatever you know.
Frequently asked questions
Answers to the questions every decision-maker asks.
Next steps
Reply with your answers to the Questions section.
That alone unlocks Phase 1 scoping.
Book the proposal review call
so we can walk through the plan, lock Phase 1 pricing, and decide HubSpot-native vs. orchestrator.
Phase 1 kicks off
within a week of that call — small, contained, pricing confirmed before any work begins.
Ready to get started?
Book the proposal review call and we'll lock Phase 1 pricing together.
Our booking page shows 15-minute slots by default. Once we review your request, we'll extend the hold to the right length.