Sales & Automations

Integrations.

Your stack, finally talking to itself.

Your stack only works as well as it talks to itself. We integrate the systems most companies leave disconnected: CRM to calendar, CRM to email, forms to CRM, payments to CRM, project management to handoffs, and Slack/Teams to the moments that need a human. Native APIs where they exist, Zapier and Make where they don't — built cleanly, documented properly, and monitored so a broken integration doesn't quietly cost you deals for a month.

Scope an engagement

Sales & Automations · benchmarkWhy it pays

3.2×

Meetings per rep

Average lift in qualified meetings booked once outbound, follow-up and CRM are running as one system.

+47%

Reply rate vs. industry baseline

12hr

Sales admin time saved per rep per week

1 stack

CRM, sequencer, calling — wired together

The work

What we deliver.

Specifics, not a service menu. Tap any deliverable to see what it includes and how it shows up in your business.

Deliverable 01

01 / 10

CRM integrations

CRM integrations is delivered as a focused engagement where strategy, craft and execution come together — we partner with your team to shape the crm integrations, pressure-test it against your goals and ship a polished asset that fits the way you actually operate.

Format & Delivery

Delivered as a finished crm integrations artifact your team can put to work immediately.

What's included

Discovery, working sessions and a written scope
Senior-led design and production with weekly check-ins
Final assets, source files and a documented handoff
More on request

Why this matters now

When to make integrations the next move.

Pipeline doesn't fail from lack of effort — it fails from lack of system. We build the outbound, lifecycle and CRM machinery that turns reps into closers and lets revenue compound without adding headcount.

CRM, calendar, email, payment and project-management integrations via native APIs, Zapier and Make — so data flows where it should.

Signs you need this

Reps spend more time updating the CRM than selling
Follow-up is inconsistent and leads go cold
You can't tell which sequences or channels actually book meetings
Manual handoffs between marketing, sales and ops are losing deals

What you'll see

A documented outbound motion that books qualified meetings weekly
A CRM reps actually use because it makes their job easier
Automated follow-up that runs on its own without sounding like a bot
Reporting that ties every touch to pipeline and revenue

The 90-day plan

How the first quarter looks.

A predictable path from kickoff to compounding results. Weekly progress, monthly business reviews.

Discover

Weeks 1–2

ICP, offer, current stack audit, baseline pipeline metrics.

Design

Weeks 3–5

Sequences, scripts, CRM build, routing rules, reporting layer.

Deploy

Weeks 6–12

Live outbound, weekly iteration on reply and meeting rates.

Distill

Quarter 2+

Scale what books meetings, retire what doesn't, train your team to own it.

Engagement models

Three ways to start.

Pick the model that fits your team's stage and the work in front of you.

Project

Scoped

A defined scope, a fixed price, a clear handoff. Best when you know exactly what you need.

Retainer

Popular

A senior pod, embedded with your team, billed monthly. Best for ongoing demand.

Fractional

Leadership

We run the function for you — strategy, hands-on-keys, vendor management. Best when you need leadership.

Pairs nicely with

Proof

Recent sales & automations wins.

Automotive Services

Anytime Shine Auto Detail

4.1×

Booked appointments YoY

CPG

Blackout Pre-Rolls

8 wks

Sell-through at launch

Finance

C-PACE Lending

+217%

Qualified inquiries

Next step

Let's scope your integrations engagement.

A 30-minute growth consultation to understand your business, your stage and what success looks like — then a written plan and proposal within a week.

Book a growth consultation See our process