Practice bundle · 20 templates
Lead Gen & CRM Specialist Pack
20 templates for sales-ops, agency, and marketing-automation freelance work.
- Audience
- Learners targeting sales-ops and agency automation work
- Skill level
- Core → Production, single-category deep dive
- Learning outcome
- Can build and sell CRM/lead-gen automations professionally.
Difficulty progression
Templates are ordered simple → complex. Node counts and architecture are pulled directly from the real catalog — nothing here is padded.
Core7
Advanced5
Production7
Architect1
Curriculum (20 templates, in order)
- 1CoreLog form submissions for outreach12 nodes
- 2AdvancedCapture form submissions with Slack & PostgreSQL12 nodes
- 3CoreRemind open deals: Slack, scheduled13 nodes
- 4CoreFollow up upcoming appointments: Gmail & Slack13 nodes
- 5AdvancedRe-engage open deals: Microsoft Teams14 nodes
- 6AdvancedCapture demo requests: HubSpot & Slack, form16 nodes
- 7CoreClean company profiles: Slack for follow-ups17 nodes
- 8CoreQualify inbound leads: HubSpot & Slack, form17 nodes
- 9CoreEnrich contact records: HubSpot for deal updates18 nodes
- 10AdvancedCapture inbound leads: Discord19 nodes
- 11ProductionClean company profiles: HubSpot, Slack & MySQL17 nodes
- 12CoreQualify demo requests: HubSpot for enrichment17 nodes
- 13AdvancedSave form submissions with Google Sheets & Slack20 nodes
- 14ProductionLog form submissions with Google Sheets for outreach24 nodes
- 15ProductionFollow up open deals with PostgreSQL20 nodes
- 16ProductionRemind open deals for contact sync24 nodes
- 17ProductionFollow up: Google Sheets for enrichment23 nodes
- 18ProductionEnrich company profiles with Slack for deal updates23 nodes
- 19ProductionSave form submissions with Slack for outreach29 nodes
- 20ArchitectMirror records between tools: Google Sheets & Notion31 nodes