Sales automation
Sequences, routing, quoting and handoffs running without a coordinator.
- Engagement
- Fixed-scope build, quarterly tuning optional
- Typical timeline
- 4–5 weeks
- Starts with
- A day shadowing two of your salespeople, including the parts they do on their phones.
Your best closer wins deals in conversation, then spends the evening on admin: logging calls, rebuilding the same quote from a template, chasing a proposal nobody opened. A quarter of the most expensive hours in the company go on typing.
Shorter sales cycles and nothing falling through the cracks.
What we build
Concrete artefacts, handed over and documented.
- 01
Lead-to-rep routing on rules you can explain, territory, deal size, language, availability, with a fallback when the owner is away
- 02
Quote and proposal generation from your price book, so a quote takes a minute and always uses approved pricing
- 03
Follow-up sequences that stop the moment the prospect replies, across email and WhatsApp
- 04
Meeting booking, reminders and no-show recovery wired to each rep’s calendar
- 05
Automatic call and message logging against the deal, including calls made from a mobile
- 06
A closing checklist that gates the signature step: signed document, payment terms, handover note to delivery
What changes
Selling time rises without hiring, because the admin around each deal collapses
Quotes go out the same day, and discounting stays inside approved limits
No proposal sits unchased, so late-stage deals stop dying quietly
How it runs
- Week 1
01Shadow the sales day
We sit with two reps and time every action between an enquiry arriving and a contract signed.
- Weeks 2–3
02Routing, quoting, sequences
Built in that order, because each one depends on the record the previous one leaves behind.
- Weeks 4–5
03Live with one rep
A single rep runs on it while the rest watch. We fix whatever irritates them before the team moves across.
Chosen per project. Named here so you can see the shape of it.
- HubSpot
- PandaDoc
- Twilio
- WhatsApp Business Platform
- Apollo
- Slack
Questions we get asked
Tell us the outcome, not the tooling.
Send us the situation you are in. We will tell you which discipline it belongs to, what we would do first and what it costs, including when the answer is to wait.