Building an outbound or GTM automation in Clay, HubSpot, or a similar tool? Many launch problems (contacts emailed twice, fields mapped to the wrong place, records nobody owns, retries that never stop) can be spotted in the written plan before anything is switched on. That is what I review.

Who this is for: a RevOps, growth, or ops lead with one workflow about to be built or changed, who wants a second pair of eyes on paper. No tool access needed.

You send: the written flow (doc, diagram, or step list), the field list and mappings, and up to five public reference links. No logins, no customer data.

You get in 2 days

Confirmed scope summary, so we agree on what was reviewed

Up to 10 prioritized findings, each pointing to the exact step or field in your material

Field-and-handoff matrix (which field goes where, who owns each handoff)

Pre-implementation QA checklist you can hand to whoever builds it

One-page decision memo (build / fix first / rethink)

One written clarification round, if requested within 7 days

Not included: configuring tools, implementation, processing data, or promising results. Work starts after we confirm scope in writing and Contra payment protection is active.

See the linked example work below for how I document a workflow (independent sample, not client work).