# CRM Automation Starter Kit (v1.0.0)

This starter kit provides four CRM workflow blueprints:

1. Lead routing
2. Follow-up sequence
3. No-show recovery
4. Review requests

## What this includes

- Workflow blueprint JSON files under `workflows/`
- Cross-platform mapping notes in `crm-platform-mapping.md`
- Consent and testing expectations embedded in each workflow
- Screenshot capture checklist at `workflow-screenshot-capture-checklist.md`
- Screenshot replacement SOP at `screenshots/replace-placeholders-sop.md`

## Primary implementation path

This version is structured as a **HubSpot-style blueprint** for fast translation into HubSpot Workflow Builder.

## Before turning any workflow live

1. Map blueprint properties to your real CRM properties.
2. Replace placeholder queue names, owners, and templates.
3. Validate unsubscribe and consent branching rules.
4. Run dry tests on internal/test contacts only.
5. Review outbound copy for legal and brand compliance.

## Release note

- `v1.0.0-hubspot-blueprint`: initial blueprint release for four core workflows.