Sales Automation
Less admin, more selling
Your sales team should be spending their time in conversations, not in a CRM updating fields, chasing reminders or copying data between tools. We build automations that handle the repetitive work so your team can focus on what actually moves deals forward.
What's included
The automations that make the biggest difference
Who it's for
For teams spending too much time on the wrong things
Sales teams drowning in admin
Your reps are spending more time updating the CRM, writing follow-up emails and chasing reminders than they are in actual conversations with prospects.
Inconsistent follow-up
Leads go cold because follow-ups get missed. Some reps follow a process, others do not. Automation makes the process consistent for everyone.
Disconnected tools
Your CRM, inbox, calendar and proposal tool do not talk to each other. Your team fills the gaps manually every single day.
Scaling sales operations
You are hiring more reps and need the process to be consistent and repeatable from day one, without relying on tribal knowledge.
How it works
Map the process before building the automation
Automations built on top of a broken process just make the problems happen faster. We always start by understanding how your sales process works today before we decide what to automate and how.
Sales process review
We map your current sales process, identify where time is lost to manual work and agree on which automations will have the biggest impact on your team's output.
Automation design
We design each automation flow including triggers, conditions, actions and exceptions, and walk you through the logic before building anything.
Build and integrate
We build the automations in your CRM, connect the relevant tools and set up the sequences, workflows and reporting structures agreed in the design phase.
Testing and QA
Every automation is tested end to end before going live. We check edge cases, error states and make sure nothing fires when it should not.
Handover and support
We walk your team through everything that has been built, provide documentation and stay available for two weeks post-launch to handle any questions or issues.
Common questions
Questions about sales automation
Will automation make our sales feel less personal?
Not if it is built well. Automation handles the routine work, scheduling, reminders, data entry, standard follow-ups, so your team has more time for the conversations that require a human touch. The goal is not to remove people from the process but to give them back the time they are currently losing to repetitive tasks.
Which CRM platforms do you build automations in?
We build sales automations in HubSpot, Pipedrive, Zoho CRM and Monday CRM. Each platform has different automation capabilities and we will match the approach to what your platform supports well. If your current CRM limits what is possible, we will tell you honestly.
What if we want to change an automation after it goes live?
We document everything we build and train your team on how to manage it. Simple changes such as updating copy in an email sequence or adjusting a delay can usually be handled by a confident non-technical user. More structural changes are the kind of thing our retainer clients bring to us regularly.
Do you write the email copy as well as build the automations?
Yes. We write the copy for email sequences and templates as part of the project. We will spend time with your team to understand your tone, typical objections and what has worked before. If you already have copy you are happy with, we can work with that and focus the writing resource on the gaps.
How long does a sales automation project take?
A focused automation project covering a defined set of workflows such as a follow-up sequence, lead nurture and task automation typically takes three to six weeks. Larger projects involving multiple integrations or a full sales process overhaul take longer. We scope everything properly before quoting.
Can you automate our proposal and quote process?
Yes. We connect your CRM to your proposal or quoting tool and automate the generation and sending of documents directly from a deal record. This removes the manual steps of creating documents from templates, reduces errors and speeds up your response time. We will assess what is possible based on the tools you are using.
Want to see what this looks like for your sector?
We'll map your current setup, identify where things are breaking down, and show you what a proper system looks like.
