1
Identify opportunities
We sit with you to understand goals, pain points and success measures, then map the tools and data you already have.
Service
Automation that gives you time back for real selling
Let sales automation handle the routine tasks — logging calls, updating records, sending reminders — so your team can get back to conversations, relationships and closing deals. More time for the human side of business, less time lost to admin.
Definition
What is sales automation?
You run the campaigns and own the numbers — but reminders, updates and hand-offs still eat the day. Sales automation takes the repeat work off your plate and strengthens the system: it connects your CRM, email, calendar and forms, routes new leads, creates tasks, logs calls and meetings, and sends follow-ups automatically. Behind the scenes it keeps data clean, tracks every step and alerts you to errors so nothing stalls. The payoff is headroom. While workflows keep pipelines moving, you start the morning with a clear view of priorities and more time for customers and planning. The busywork runs reliably in the background — you stay focused on the human work and the outcomes.
Why sales automation matters
- Save time for high-value work Automate repetitive tasks, reminders and admin so reps spend more time on conversations that move deals forward.
- Improve efficiency & consistency Standardise routing and follow-ups so no lead is missed and every stage is handled the same way.
- Increase visibility Track every touchpoint and build clear reports so you can see movement, spot lag and fix what matters.
Implementation
How we help you implement sales automation
We design the workflows, align teams, and connect the tooling — then help you launch and iterate.
2
Plan
Together we will shape the workflows and timing so automation fits your business pace and your team feels ready for it.
3
Launch
Make it happen now — and see results. We set up the automations, connect the tools and track the outcomes so you can measure impact straight away.
Timeline
What progress looks like at 30 / 60 / 90 days
30
Foundation
- Key workflows scoped
- Properties & triggers mapped
- Initial alerts/reporting live
60
Activation
- Routing & follow-ups automated
- Signals wired to Slack/email
- Refined handoffs
90
Improvement
- Conversion lag tracked
- Content & plays tuned
- Weekly movement reporting
Principles
Remember
- Free your team from the busywork so they can spend more time on meaningful conversations and decisions.
- Keep your stack connected so data and actions flow cleanly across tools without rework or chasing updates.
- See what matters, not just more data — measure progress through stages to spot friction early and keep things moving smoothly.
Trusted tooling
We work with your stack
Certified across the platforms you already use.
HubSpot
Pipedrive
Make
HALO
ActiveCampaign
FAQ
Common questions
What should we automate first?
Start with repeatable tasks that slow reps down — data entry, reminders, routing and standard follow-ups — then expand to signals and reporting.
Do you work with our existing tools?
Yes — we align workflows to your stack (HubSpot, Pipedrive, HALO, ActiveCampaign, Make, and more) rather than forcing a rebuild.
How long does a sales automation rollout take?
Typically 6–10 weeks depending on systems, data hygiene and the number of teams involved. We deliver iteratively so value lands early.
Ready to roll out sales automation?
Let’s automate the work that slows you down — and keep humans where it matters.