Starting point
An audit of the current journey, data, ownership, and constraints before a channel or tool is prescribed.
Business Automation
Take the manual, repetitive work out of selling - so your team spends time on conversations, not admin.
Quick answer
What is Sales Automation?
Take the manual, repetitive work out of selling - so your team spends time on conversations, not admin.
Problems it addresses
- Time lost to data entry and updates
- Follow-ups forgotten or delayed
- Inconsistent sales process
Core deliverables
- Sales process mapping
- Task and reminder automation
- Sequence and cadence setup
What success looks like
- Selling time: Automation handles the repetitive admin.
- Sales process: Every deal follows the right steps.
- Deal velocity: Fewer stalls, quicker follow-through.
Reps sell less when they're doing admin.
Manual updates, reminders, and copy-paste tasks eat the hours that should go into conversations and closing.
- Time lost to data entry and updates
- Follow-ups forgotten or delayed
- Inconsistent sales process
- No visibility into rep activity
Outcomes
What good looks like
More
Selling time
Automation handles the repetitive admin.
Consistent
Sales process
Every deal follows the right steps.
Faster
Deal velocity
Fewer stalls, quicker follow-through.
What's included
What's included
- Sales process mapping
- Task and reminder automation
- Sequence and cadence setup
- Auto data entry and enrichment
- Deal-stage automations
- Handoff and routing rules
- Activity reporting
- Team enablement
Engagement clarity
What is agreed before sales automation begins
Written scope
Deliverables, access, dependencies, owners, measurement, and commercials documented before work begins.
Decision evidence
A review rhythm tied to agreed business signals, with assumptions and platform limitations kept visible.
How it works
A clear, repeatable process
01
Audit
Map the sales process and manual bottlenecks.
02
Plan
Decide what to automate and how.
03
Build
Implement automations in your CRM and tools.
04
Improve
Refine based on team feedback and results.
Tools & integrations
Fits your existing stack
HubSpotPipedriveSalesloftApolloZapierMake
FAQ
Frequently asked questions
No - it removes admin so your team can do more of what only people do well: build relationships and close.
We automate around your process, not a generic template - starting from how your team already sells.
It varies, but reclaiming several hours per rep per week is common once repetitive tasks are automated.
Find the gaps between your marketing and sales process.
A Growth Audit maps your funnel, spend, and tech stack - and shows exactly where opportunities leak.