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The Ultimate Flowlu Playbook gives you the framework, fixes, and thinking behind a CRM that actually moves your business forward.
Written by a certified Flowlu Solutions Partner.
Designed around what happens next.
Free. Practical. Actually useful.
Written by a certified Flowlu Solutions Partner.
Designed around what happens next.
Free. Practical. Actually useful.
The Ultimate Flowlu Playbook isn’t a tech manual.
It’s the CRM clarity kit you wish you had when you started—written by a certified Flowlu Solutions Partner (hi 👋), trusted by 70+ businesses, and designed to help you finally make Flowlu work for you, not against you.
Whether you’re starting fresh or fixing the old way, this is the step-by-step guide you’ve been missing.
And yes—it’s completely free
Whether you’re starting fresh or fixing the old way, this is the step-by-step guide you’ve been missing.
And yes—it’s completely free
INTRODUCTION
What You’ll Get
First of all, no fluff! Seventy six (yes, 76!) pages of no fluff.
This is the very same framework I use with paying clients.
to
“I know exactly what happens next.”
This is the very same framework I use with paying clients.
- The real Flowlu Flow — so you stop guessing what goes where
- Top 5 setup mistakes (and how to avoid them)
- The 5-step build framework that turns chaos into system
- CRM-as-strategy thinking: follow-up, care, delivery, retention
- Fix the Flow mindset: because automation is only smart if it’s human
- BONUS: The exact config checklist I use with 1:1 clients
to
“I know exactly what happens next.”
TRUSTED
Designed by a Flowlu Solutions Partner
There is nothing like this available anywhere - and it's free!
(That’s me—Neil, founder of OBVI-US)
Before founding OBVI-US, I spent 20+ years in aviation where systems, timing, follow-through and effective customer engagement were critical.
Now? I help businesses build clean, conscious, customer-centred Flowlu systems that support the way they work—not frustrate it.
I don’t just use Flowlu. I help teams design around it.
Before founding OBVI-US, I spent 20+ years in aviation where systems, timing, follow-through and effective customer engagement were critical.
Now? I help businesses build clean, conscious, customer-centred Flowlu systems that support the way they work—not frustrate it.
I don’t just use Flowlu. I help teams design around it.
BETTER CRM
You’re Not Alone in Wanting Better
The Playbook was a game-changer for my team’s productivity!
– Actual Flowlu User (USA)
I was overwhelmed until I used this Playbook. Now, I finally feel like the CEO of my business.
– Another Actual Flowlu User (Italy)
Some of the 70+ businesses that
came for something different.
came for something different.
(and over 25 years worth of corporate customers in the airline industry!)
A FLOWLU JOURNEY
Don’t Just ‘Use’ Flowlu -
Design With It
Most setups fail because they try to “fit” their business into Flowlu’s defaults.
We do the opposite: We start with your process.
Then we build the system around it.
This Playbook shows you how.
Want help fast?
If your system needs more than a download, book a Fix the Flow Session:
A focused, two-hour 1:1 where we:
Here's the link for more info...
A focused, two-hour 1:1 where we:
- Look at your processes
- Clean up your setup
- Define smart automations
- Answer the “can Flowlu do…” questions for good
Here's the link for more info...
BASICS
Your Certified Flowlu Partner –
Your Business Growth Advantage
Working with OBVI-US gave us a Flowlu setup that actually works for us. Neil's insider knowledge is unmatched.
– Satisfied Client
👉 Your CRM, Built Around You
Imagine a CRM that doesn’t feel like an uphill battle. Picture a system so intuitive, it works with your business, not against it. That’s what happens when a Flowlu Solutions Provider steps in. No templates. No cookie-cutter setups. Just workflows and automations designed with your goals, processes, and team in mind. It’s not just a CRM—it’s your business, reimagined.
👉 Clarity That Drives Results
You’re not here to figure out how Flowlu works—you’re here to see what it can do for you. With a Flowlu Solutions Provider, you cut through the noise and get straight to the good stuff: powerful automations, seamless integrations, and features that actually make your life easier. In no time, you’ll stop feeling stuck and start seeing results, faster than you thought possible. And it can all start with the FREE Playbook!
– Satisfied Client
👉 Your CRM, Built Around You
Imagine a CRM that doesn’t feel like an uphill battle. Picture a system so intuitive, it works with your business, not against it. That’s what happens when a Flowlu Solutions Provider steps in. No templates. No cookie-cutter setups. Just workflows and automations designed with your goals, processes, and team in mind. It’s not just a CRM—it’s your business, reimagined.
👉 Clarity That Drives Results
You’re not here to figure out how Flowlu works—you’re here to see what it can do for you. With a Flowlu Solutions Provider, you cut through the noise and get straight to the good stuff: powerful automations, seamless integrations, and features that actually make your life easier. In no time, you’ll stop feeling stuck and start seeing results, faster than you thought possible. And it can all start with the FREE Playbook!
BASICS
What’s Inside the Playbook?
Sixteen juicy, filled-to-the-brim chapters. That's what.
Oh, and 76 pages to cover them all!
Have a look - here's the table of contents...
What to Expect
Why this playbook isn’t just another tech manual—and what it’s really here to help you do.
How to Use This Playbook
What to do first, how to approach it, and how to make the most of each section.
What Even Is CRM Anymore?
Unpacking the mess the term has become—and what it’s actually supposed to mean.
Aha! What Flowlu Really Does
The big reveal: how Flowlu is more than a CRM. It’s your business, systemised.
CRM as a Way of Thinking
Borrowing mindset from the aviation industry: planning, preparing, and systemising for clarity.
CRM as a Relationship Builder
Why great CRM = great memory = great experience.
Plus: The hidden power of customer data.
CRM as Advocacy (Andreea’s Gold Moment)
The customer journey, elevated. Turning ordinary steps into unforgettable moments.
Contacts: The Centre of the Flowlu Universe
The foundation of everything. Your Flowlu flow starts—and succeeds—with the contact.
The Flowlu Flow
The master rhythm of how Flowlu connects contacts, opportunities, projects, and automation.
Top 5 Setup Mistakes to Avoid
Common traps, clever fixes, and what to do instead.
Mapping Your Processes
From post-it walls to Plectica maps—how to capture and visualise your pipelines and workflows.
Anatomy of a Process Step
Zooming in: understanding the micro-mechanics of each step so your system doesn’t break under pressure.
The 5-Step Build Framework
Bringing it all to life—triggers, conditions, custom fields, and Flowlu actions in motion.
Flowlu Power Tips: The Stuff They Don’t Tell You
A rapid-fire section of hidden gems, pro shortcuts, and real-world wisdom you’ll wish you knew sooner.
Bonus: Flowlu Config Checklist
The exact tool I use with clients to fast-track setup. Yours to download and use.
Wrap-Up & What Happens Next
You're ready. The system is waiting. And I’m always here if you need a hand.
Oh, and 76 pages to cover them all!
Have a look - here's the table of contents...
What to Expect
Why this playbook isn’t just another tech manual—and what it’s really here to help you do.
How to Use This Playbook
What to do first, how to approach it, and how to make the most of each section.
What Even Is CRM Anymore?
Unpacking the mess the term has become—and what it’s actually supposed to mean.
Aha! What Flowlu Really Does
The big reveal: how Flowlu is more than a CRM. It’s your business, systemised.
CRM as a Way of Thinking
Borrowing mindset from the aviation industry: planning, preparing, and systemising for clarity.
CRM as a Relationship Builder
Why great CRM = great memory = great experience.
Plus: The hidden power of customer data.
CRM as Advocacy (Andreea’s Gold Moment)
The customer journey, elevated. Turning ordinary steps into unforgettable moments.
Contacts: The Centre of the Flowlu Universe
The foundation of everything. Your Flowlu flow starts—and succeeds—with the contact.
The Flowlu Flow
The master rhythm of how Flowlu connects contacts, opportunities, projects, and automation.
Top 5 Setup Mistakes to Avoid
Common traps, clever fixes, and what to do instead.
Mapping Your Processes
From post-it walls to Plectica maps—how to capture and visualise your pipelines and workflows.
Anatomy of a Process Step
Zooming in: understanding the micro-mechanics of each step so your system doesn’t break under pressure.
The 5-Step Build Framework
Bringing it all to life—triggers, conditions, custom fields, and Flowlu actions in motion.
Flowlu Power Tips: The Stuff They Don’t Tell You
A rapid-fire section of hidden gems, pro shortcuts, and real-world wisdom you’ll wish you knew sooner.
Bonus: Flowlu Config Checklist
The exact tool I use with clients to fast-track setup. Yours to download and use.
Wrap-Up & What Happens Next
You're ready. The system is waiting. And I’m always here if you need a hand.
THE ORGANISED BUSINESS
What is the Effect of the Playbook?
The effect is clarity.
Not just knowing where to click—but knowing why you're setting things.
You’ll stop guessing what to do next—and start building a CRM that supports how your business actually works.
It doesn’t just show you how to use Flowlu. - it changes how you think about it.
Not just knowing where to click—but knowing why you're setting things.
You’ll stop guessing what to do next—and start building a CRM that supports how your business actually works.
- Less overwhelm.
- More follow-up.
- Better systems.
- Smarter growth.
It doesn’t just show you how to use Flowlu. - it changes how you think about it.
BOTTOM LINE
The businesses that grow fastest?
They don't use more tools. They use smarter systems.
That starts here with What happens next?
Grab the Playbook, book a Session or just get in touch. I’m always up for a chat and I'll see you soon through email full of Flowlu and CRM goodness!
PS - If you're about to start a Flowlu subscription, make sure you checkout my exclusive offer!
That starts here with What happens next?
Grab the Playbook, book a Session or just get in touch. I’m always up for a chat and I'll see you soon through email full of Flowlu and CRM goodness!
PS - If you're about to start a Flowlu subscription, make sure you checkout my exclusive offer!