Replacing weekly manual dashboard clean-up with nightly correction flows

The problem

The play

1. 1
   Nightly correction flows instead of weekly clean-up

   Stood up nightly CRM flows to auto-correct lead tier and channel values, plus a real-time flow to fix stale most-recent-campaign-response data, moving the correction from a person's recurring task to the platform.

2. 2
   Fixing the race condition on high-intent inbound

   Built a flow to resolve the race condition in the self-service demo path that had been mis-attributing the inbound leads with the strongest buying signal.

3. 3
   Reporting rebuilt on corrected fields

   Rebuilt the marketing-operations reporting dashboard on top of the now self-correcting fields, so the dashboard stops being a manual artefact.

4. 4
   Closing the routing gaps

   Extended lead-conversion alerts to partner-sourced deals so both the partner-facing manager and the direct account owner are notified, corrected country-based routing to weigh both the person's country and the company's headquarters country, and routed inbound top-tier ABM leads to a single dedicated SDR.

5. 5
   Demo views turned into routed intent signals

   Scoped and built the interactive-demo integration so demo views become account-level intent signals with alerts to the SDR in chat and in the CRM.

6. 6
   The campaign calendar running underneath it

   Ran the recurring campaign motion throughout, a customer-education email series, prospect newsletters, a webinar demo series and conference follow-up sends, and rebuilt the email master template across two versions with dark-mode CTA themes and a documented change log.

What it moved

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