Every lane includes: trigger · required inputs · steps · owner · checklist · approval rule · final output.
What starts the process
Docs, CRM fields, context
Ordered workflow actions
Who is accountable
Executable task list
When sign-off is required
Published SOP or report
../onboarding-lane/index.html
New hire start date or customer closed-won in HubSpot
CRM notes · signed contract · HR profile
['Kickoff checklist', 'Tool access', 'Training plan', 'Manager review']
CS Manager if blocked > 48h
../approval-lane/index.html
Budget, vendor, content, or policy request submitted
Request details · SOW · budget line
['Submit request', 'Auto-route by amount', 'Review criteria check', 'Audit log entry']
VP required if >$20k
../handoff-lane/index.html
Owner change on account, project, or deal
Background · commitments · open issues
['Summarize context', 'Flag blockers & risks', 'Assign next owner', 'Accept handoff']
Receiving lead confirms
../support-lane/index.html
Ticket escalated or SLA at risk
Ticket history · customer tier · prior escalations
['Triage checklist', 'Escalate by severity', 'Customer update', 'SOP update rec']
Eng if P1 > 4h
../reporting-lane/index.html
Weekly ops cadence or project milestone
Slack updates · Asana · Jira · meeting notes
['Collect signals', 'Draft report sections', 'Review with owners', 'Distribute']
Ops director for leadership rollup
Turn scattered Slack threads, missing SOPs, and manual approvals into clean workflow lanes.