AI AUTOMATION FOR REVENUE TEAMS

Give sellers better context and fewer CRM chores.

Capture, enrich and progress opportunities with consistent automation around the human sales conversation.

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WORKFLOW / PREVIEW CONTROLLED

01Lead captured

02Account researched

03Opportunity scored

04Seller approves

05Sequence starts

01 — OUTCOMES

Start with the change
you need to measure.

Each implementation is shaped around the operating reality of your team and industry.

01Speed to lead

02Follow-up rate

03CRM quality

04Seller capacity

02 — USE CASES

Practical workflows.
Clear ownership.

Lead enrichment

Designed with rules, exception handling and a visible system record.

Inbound qualification

Designed with rules, exception handling and a visible system record.

Meeting research

Designed with rules, exception handling and a visible system record.

Call summaries

Designed with rules, exception handling and a visible system record.

CRM updates

Designed with rules, exception handling and a visible system record.

Next-step reminders

Designed with rules, exception handling and a visible system record.

Proposal inputs

Designed with rules, exception handling and a visible system record.

Pipeline reporting

Designed with rules, exception handling and a visible system record.

03 — EXAMPLE FLOW

From trigger to
traceable result.

Every workflow has a defined start, bounded decisions, controlled actions and a clear hand-off when confidence is low.

01TRIGGERLead captured

02CONTEXTAccount researched

03ACTIONOpportunity scored

04CONTROLSeller approves

05SYSTEM UPDATESequence starts

TOOLS / SYSTEMS

HubSpotSalesforcePipedriveGmailCalendar

04 — SCOPE & DELIVERY

B2B Sales Teams
from fit to operation.

Technology is selected after the workflow, constraints and success metric are clear.

01

Fit / problem

Sellers spend meaningful time on research, data entry or follow-up admin
You have a CRM that's the source of truth for pipeline
Leadership can define enrichment and qualification rules

Not a fit if: Deal cycles are so relationship-driven that automation adds no leverage · No CRM or pipeline system in place

02

Outcomes / deliverables

Enrichment and qualification workflow
Meeting research and call-summary automation
CRM update automation with seller approval
Pipeline reporting

03

Architecture

Lead captured
Account and contact enrichment
Opportunity scored against policy
Seller reviews and approves
Sequence or next step triggered

04

Tools / systems / integrations

HubSpot, Salesforce or Pipedrive as CRM of record
Gmail/Calendar integration for meeting context
Approved enrichment data sources only

05

Controlled / controls

Sellers approve before automated outreach sequences send
CRM changes are logged with source and reasoning
No enrichment data used beyond what your data policy allows

06

Implementation / timeline & cost

Number of CRM objects/pipelines automated
Enrichment source costs
Number of sellers/territories in scope
Reporting complexity

Process Pricing

IMPLEMENTATION

01AuditFit, process, metric

02MVPWorking core flow

03LaunchIntegrate and train

04OperateMonitor and improve

FAQ

Questions before
implementation.

01Will this replace our sales reps?+

No — it removes research and data-entry overhead so reps spend more time in active conversations.

02Can sellers override the automation?+

Yes, every score and suggested action is editable — it's a starting point, not a mandate.

03Does it integrate with our CRM?+

Yes for HubSpot, Salesforce and Pipedrive; others assessed during audit.

BOOK FREE AUDIT

Start with one workflow
worth fixing.

We’ll identify the best first opportunity, the controls it needs and what a focused MVP would take.

Discuss your workflow