EPOS
Sales Ops project pages · Nathan Wong · Updated 12 Oct 2026
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Pages
12 Oct
Latest
12Oct
Telesales · Aircall

Aircall - Call Transcription Comparison (Soniox Fallback + Costing)

Aircall's transcript first, Soniox only when it fails. Six hosted transcribers tested on 17 real calls, costed from a month of call volume.

Research · 17 calls with recordings
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06Oct
HubSpot

HubSpot - Data Model Overview (Objects + Pipelines + Workflows)

How objects, pipelines, properties and workflows fit together in the EPOS portal, read from the portal audit.

Brief · 7 min read
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06Oct
HubSpot · Contact to Deals

HubSpot - Contact to Deals Migration Guide (Six New Workflows)

When Reinie or Cass adds a new lead by hand, HubSpot creates the deal and the company and assigns the owner.

Brief · 3 min read
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06Oct
HubSpot · Contact to Deals

HubSpot - Contact to Deals Workflow Comparison (New + Old)

Each new workflow drawn beside the ones it replaces, from the definitions as HubSpot stores them. All six are off for review.

Diagram · 2 min read
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06Oct
HubSpot · Contact to Deals

HubSpot - Contact to Deals Migration Plan (22 Workflows to 6)

Built in HubSpot on 6 Oct, all six off for review, each checked against the live definitions of the workflows it replaces.

Plan · 3 min read
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06Oct
HubSpot · Contact to Deals

HubSpot - Contact Workflow Audit (26 Active Workflows)

The 26 active workflows that start on, or change, a contact. The goal is that only one still starts on a contact.

Diagram · 1 min read
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06Oct
Product

EPOS - Product and Pricing Brief (Products + Packages + Brochures)

The product list, the pricing packages and the three brochures, in five parts. About a five-minute read.

Brief · 3 min read
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