Most fintech teams know they should automate more of their go-to-market, but not where to start. This board helps a small team find where time and leads get lost, and agree the first two or three workflows to automate, each with an owner and a measure.
In 90 minutes, 3 to 6 people (a founder, whoever sells, whoever markets and whoever runs the CRM or operations) work through six steps:
Warm-up (5 min): which task would you happily never do again?
1. Map the process (20 min): every task from finding an account to a signed deal, with who does it and how long it takes.
2. Find the leaks (15 min): where does time go, and where do leads go cold?
3. Effort and impact (15 min): a 2×2 to decide what to automate first.
4. What stays human (10 min): what runs on its own, and what a person checks before it goes out.
5. Your first workflows (20 min): a card per workflow with trigger, steps, data, owner and how you'll know it works.
Next steps (5 min): run it by hand first, build one at a time, plus a parking lot.
Every step has one question, a timed sticky zone and an output line, with a fictional payouts API as the worked example. Built for fintech: anything that reaches a bank or another regulated buyer is checked by a person first. The board names no tools: it's about workflows, not software.
How to use it: duplicate the board, bring a rough week of the sales team's calendar, the CRM fields you actually use and your ideal customer profile on one page. Write first, talk second. Positioning or plan not settled yet? Run the Fintech Positioning Workshop and the Fintech Go-to-Market Workshop first: fuente.digital/toolkit
The method behind the board: GTM engineering for B2B fintech
Made by Fuente Digital. Want it built? fuente.digital/gtm-engineering
