Sales & Automations
Workflow Automation.
Hours back, every week.
Every growing company has a hidden tax: the manual work between systems. New client onboarding done by hand. Sales-to-ops handoffs in DMs. Notifications copied into Slack manually. Payment-triggered tasks no one owns. We map those workflows, identify the highest-ROI automations, build them on the tools you already pay for (native APIs, Zapier, Make, n8n) and document them so they survive a personnel change. Most clients break even inside a quarter.
32 hr
Returned weekly
Automate the manual work between CRM, ops and finance — hours back to your team every week.
8x ROI
Average payback in year one
<6 wk
First automation live
100%
Documented and handed off
The work
What we deliver.
Internal workflow automation
Internal workflow automation is delivered as a focused engagement where strategy, craft and execution come together — we partner with your team to shape the internal workflow automation, pressure-test it against your goals and ship a polished asset that fits the way you actually operate.
Delivered as a finished internal workflow automation 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 workflow automation 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.
Internal automations across onboarding, handoffs, notifications, forms and payments — the manual work between your tools, gone.
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 1–2ICP, offer, current stack audit, baseline pipeline metrics.
Design
Weeks 3–5Sequences, scripts, CRM build, routing rules, reporting layer.
Deploy
Weeks 6–12Live 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
ScopedA defined scope, a fixed price, a clear handoff. Best when you know exactly what you need.
Retainer
PopularA senior pod, embedded with your team, billed monthly. Best for ongoing demand.
Fractional
LeadershipWe run the function for you — strategy, hands-on-keys, vendor management. Best when you need leadership.
Pairs nicely with
Other sales & automations services
Sales Strategy
The motion before the machine.
Read the Sales Strategy playbookCRM Setup & Management
A CRM your team actually uses.
Read the CRM Setup & Management playbookSales Automation
A pipeline that runs itself.
Read the Sales Automation playbookLead Generation Systems
Funnels that fill the pipeline on autopilot.
Read the Lead Generation Systems playbookAppointment Setting & Booking
Calendars that book themselves.
Read the Appointment Setting & Booking playbookEmail & SMS Automation
Follow-up that never forgets.
Read the Email & SMS Automation playbookProposal, Contract & Payment Automation
From quote to paid, automatically.
Read the Proposal, Contract & Payment Automation playbookAI & Chat Automation
AI that actually books meetings.
Read the AI & Chat Automation playbookReporting & Sales Analytics
A pipeline you can actually see.
Read the Reporting & Sales Analytics playbookIntegrations
Your stack, finally talking to itself.
Read the Integrations playbookProof
Recent sales & automations wins.
Next step
Let's scope your workflow automation 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.