Example build · Workflow automation
Revenue operations automation
Leads sit unrouted, CRM data decays, and the weekly report takes half a day to assemble by hand.
01What we build
- 01Inbound leads enriched, scored and routed in minutes
- 02Call notes turned into CRM updates, tasks and follow-up drafts
- 03Automated weekly pipeline reporting with commentary
Connects to
Measured on
- Speed to lead
- Data completeness
- Hours saved per week
- Report accuracy
02How it works
From input to outcome, step by step.
- 01
Capture every signal
Form fills, demo requests, emails and calls are captured as they happen, from the tools you already use.
- 02
Enrich, score and route
Leads are enriched and scored against your ideal customer profile, then routed to the right owner with context.
- 03
Keep the CRM honest
Call notes become field updates, tasks and follow-up drafts, so the CRM reflects what actually happened.
- 04
Report automatically
A weekly pipeline report with commentary on what moved and why arrives in Slack or email, ready for the meeting.
03Questions
Before you ask.
01Do we need to change CRMs?
No. We build on the tools you already use, typically HubSpot or Salesforce, and keep your existing processes as the starting point.
02Can our team adjust the rules?
Yes. Routing and scoring rules live in configuration your operations team can change without an engineer.
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