CJ GombaProject 02 / 03
← Selected work

Revenue operations · Multi-platform automation

A sales system that protects momentum after the close.

I connected lead capture, CRM deals, contracts, payment tracking, follow-up campaigns, and onboarding into one continuous flow.

Explore the system ↓
6revenue milestones
60.8%campaign open rate
31.1%campaign click rate
Built with
Monday.com
Zapier
ActiveCampaign
SignNow
Stripe
Sheets
01 / System map

One record follows the client from lead to paid.

Offer details, contract status, payment status, and CRM stage stay connected instead of being re-entered.

SALES INPUT
Lead + offerPlan, term, fee, owner
→
CRM CONTROL
ActiveCampaignContact, deal, stage, and campaign stateLIVE
→
REVENUE OUTPUT
Generate contractTrack signatureTrack paymentStart onboarding
ZapierAutomation layer
SignNowContracts
StripeCard + ACH
Google SheetsPlan lookup
02 / Production flow

The sales handoff runs as one sequence.

Each completed milestone updates the systems that depend on it.

01▦CaptureLead enters Monday.com
→
02◉Create dealContact and offer linked
→
03✎Send contractCorrect template generated
→
04✉Follow upCampaign runs until signed
→
05$Track paymentCard or ACH status
→
06✦OnboardWelcome sequence begins

→ Sales keeps moving while the system protects every contract, payment, and follow-up milestone.

03 / Logic layer

The backend chooses the right action for every status.

Contract type, plan, fee, payment method, and CRM state determine the route.

OFFER SELECTEDFind plan + feeGoogle Sheets returns the correct contract and payment links.→ Create or update deal
CONTRACT SENTWatch signature stateReminders continue only while the agreement remains unsigned.→ Stop campaign when signed
PAYMENT EVENTIdentify event typeProcessing, paid, failed, recurring, or cancelled follow separate paths.→ Update Monday + CRM
ERROR PATHExpose the failureMissing records and failed actions notify the team instead of disappearing.→ Human review
04 / Operational impact

Fewer handoff gaps between sold and onboarded.

The client journey stays visible without sales manually synchronizing four platforms.

BEFORERepeated data entryContracts chased manuallyPayment status checked separatelyCRM stages fall behind
→Milestone-driven automationEvery completed event updates the next system
AFTERRecords stay alignedContracts move fasterPayments stay visibleFollow-up stays relevant
THE OPERATIONAL VALUESales can focus on closing while the system protects momentum through contract, payment, and onboarding.
Need a revenue workflow?

Let's connect the handoffs your sales team should not manage manually.

Start a project ↗
Next systemPenot CRM + pipeline automation
→