Growth Stack

Compare Make and Zapier using the same workflow, billable usage, recovery tests and operator time. A practical buying checklist for small service teams.

Build a SaaS renewal calendar with a free Excel planner. Separate review dates, action deadlines, payments and access changes, with a worked example.

Define CRM stages by observable evidence, then test ownership, next actions, pauses, backward moves and closure before trusting the pipeline.

Separate original source, latest source, record creation and campaign detail so a small team can review lead quality without overwriting useful history.

Define CRM fields, owners, allowed values and migration rules before messy imports, duplicates and unreliable reports multiply across a small team.

Use a small-team SaaS offboarding checklist to transfer work, revoke access, preserve records and verify continuity after someone leaves.

Decide which CRM duplicates to merge, keep separate or hold, then verify customer history, open deals, owners and connected workflows.

Evaluate software requests with a clear problem, full cost, named owner and bounded trial. Includes a worked example and a short approval decision card.

Plan a software exit with billing checks, verified exports, dependency tests and a final-bill review. Includes a worked example and copyable exit record.

Roll out a new tool with one real workflow, task-based training, a clear owner and a practical adoption scorecard before expanding to the whole team.