| Task | Step |
| Planning and Preparation | | |
| 1 | Define Objectives | Determine the desired outcome |
| 2 | Identify Processes | Determine the scope and boundaries of the automation |
| 3 | Gather Requirements | Identify data and tools required for the automation |
| 3 | Gather Requirements | Determine the triggers for the automation |
| Design and Configuration | | |
| 4 | Select CRM Tools | Choose the appropriate tools and features within the CRM |
| 4 | Select CRM Tools | Ensure compatibility with other systems if necessary |
| 5 | Configure Triggers | Set up triggers for the automation (e.g., form submissions, lead status changes) |
| 5 | Configure Triggers | Ensure triggers are specific and relevant |
| 6 | Define Actions | Configure actions to be taken when triggers are activated |
| 7 | Define Condition | Include conditions and branching logic if needed |
| Build and Implementation | | |
| 8 | Create the Workflow | Use the CRM’s automation builder to create the workflow |
| 8 | Create the Workflow | Ensure all steps are configured correctly |
| 9 | Test the Workflow | Test the workflow with sample data |
| 10 | Peer Review | QA with your peer |
| 10 | Review and Adjust | Review the workflow with stakeholders |
| 10 | Review and Adjust | Make any necessary adjustments based on feedback |
| Launch and Monitoring | | |
| 11 | Go Live | Activate the workflow |
| 11 | Go Live | Communicate the launch to relevant teams |
| 12 | Monitor Performance | Monitor the workflow’s performance and effectiveness |
| 12 | Monitor Performance | Track key metrics and KPIs |
| 13 | Gather Feedback | Identify any issues or areas for improvement |
| Maintenance and Optimization | | |
| 14 | Regular Review | Update the workflow as necessary to adapt to changing needs |
| 15 | Troubleshoot Issues | Address any issues promptly |
| 15 | Troubleshoot Issues | Ensure ongoing accuracy and reliability |
| 16 | Optimize Workflow | Identify opportunities for optimization |
| 16 | Optimize Workflow | Implement improvements to enhance performance |
| Documentation | | |
| 17 | Document Workflow | Document the workflow steps, triggers, and actions |
| 17 | Document Workflow | Keep records of any changes or updates made |
