Pipeline, outreach, and follow-up — handled automatically.
Lead routing, outreach sequences, and follow-up reminders run on a schedule, so no opportunity sits untouched for a day and reps spend their time on conversations, not coordination.
- Typical pilot
- 4–8 weeks
- Pricing model
- Fixed scope, fixed price
- Coverage
- USA · UK · Remote-first
- NDA available
- Yes
Tell us one thing. See sales automation run.
Add a couple of details, get a personalized result and a live look at the system — then we carry everything into a tailored plan, no retyping.
Before you talk to us, see what sales automation is costing you.
Adjust the sliders. The number on the right is what staying manual costs in a year. Conservative math, defensible assumptions — no signup to see the result.
Pipeline Conversion Gap
Estimate how many inbound leads are slipping through manual routing and missed follow-ups each year — and what that's costing you.
Across forms, chat, referrals, and events.
Of all inbound leads, what percent don't get a real touch in the first day?
Adjust the sliders. The number on the right is the cost of staying manual.
Conservative math, defensible assumptions. No signup to see the result.
Skip the audit. Book a 15-minute scoping call.
What's actually painful about sales automation today.
Inbound leads land in a shared inbox, a spreadsheet, or someone's memory. Routing depends on who saw it first. Follow-ups slip when reps are heads-down. The CRM is always a week behind reality.
Every deal that sits untouched for a day is a deal a competitor is quoting for. Manual routing and follow-up are why your pipeline feels inconsistent — even when the leads themselves aren't.
What staying manual actually costs.
- 01Hours per week the team spends on sales automation work that could run itself12–25Mid-sized teams routinely bleed a full-time role to manual coordination in this area.
- 02How long it takes for a new sales automation initiative to compound8–16 wksBecause every change has to be done by hand, then redone by hand next quarter.
- 03Share of sales automation decisions that depend on one person being available60%+When they're on PTO or sick, the work doesn't just slow — it stalls.
"A B2B SaaS team recovered 31% of inbound leads that were slipping through."
An end-to-end lead-routing system: capture → enrich → score → route → remind. Reps see only the leads assigned to them, the CRM stays current on its own, and no lead sits untouched for more than 4 hours.
What changes once the system runs.
Here's the system that runs sales automation end to end.
- 01Capture
Every inbound form, chat, referral, and event lands in one stream, deduped and tagged.
pending - 02Enrich & score
Company and role data are appended; each lead is scored against your fit criteria.
pending - 03Route
Leads go to the right rep by territory, segment, or product line — with rules you can tune.
pending - 04Remind
If a lead isn't touched in 4 hours, the rep and their manager both get nudged. Nothing sits.
pending
Map a workflow you actually run. See what it costs.
Drag the steps into the order your team actually does them. We show you the hours and dollars the manual version costs — and exactly which steps the system takes off your plate.
Reorder the steps. See what your manual workflow actually costs.
Most teams don't know where the time goes. Drag the steps into the order they actually run — even rough is fine — and we'll show you what the workflow costs in hours and dollars today.
- 01~8mIntakeReceive the work — form, email, ticket, referral.
- 02~12mTriageSort by type, urgency, and who it should land with.
- 03~15mGather contextPull the relevant history, customer, and prior decisions.
- 04~10mDecideApply the rule and pick the next step.
- 05~6mActSend the email, update the record, kick off the next step.
- 06~5mFollow upConfirm, remind, escalate if nothing happened.
Principles
- 01
Outcome, not output
We measure success by hours reclaimed, deals closed, errors removed — not by tickets filed.
- 02
Boring over clever
We pick the most boring, durable technology that solves the problem. Cleverness is a liability.
- 03
Fixed price, fixed scope
No open-ended retainers. Every engagement ships with a one-page scope you can hold us to.
- 04
Build to hand off
We document, train, and hand over. The system is yours to run, modify, or extend without us.
Sales Automation in 8 metros — and counting.
We design the automation to make their job easier — less coordination, less data entry, more conversations. Adoption follows.
We work with your CRM, messaging, email, and calendar tools — adding an enrichment and orchestration layer that connects them into one routing flow.
Stack details shared during scoping, under NDA.
Ready to automate sales automation?
Run the audit above, or book a 15-minute scoping call. We'll send back a one-page scope in 48 hours.
Response time
≤ 4 business hours
Coverage
USA · UK · EU
Team
10 engineers · 1 PM