Revenue Automation
Deals are lost to admin, not to competitors
A significant share of pipeline never fails on merit. It fails because a follow-up was not sent, a proposal took three days to write, a call was never logged, or an invoice went out a fortnight late. Each gap is small; together they are one of the largest addressable losses in most sales operations.
- Follow-ups that depend on someone remembering
- Proposals taking hours of copy-paste per deal
- Calls that never make it into the CRM
- Pipeline stages updated retrospectively, if at all
- Invoices raised late because nobody owns the trigger
What gets automated
Lead routing and qualification
Inbound leads scored and assigned by territory, product or capacity within seconds of arriving.
Follow-up sequences
Multi-step follow-up that adapts to what the prospect does, and stops cleanly when they respond or opt out.
Proposal generation
Proposals assembled from your templates, pricing and CRM data in minutes rather than hours, and correctly branded every time.
Call logging and summarisation
Calls recorded, transcribed and summarised into the CRM automatically, with action points extracted.
Pipeline stage updates
Stages advanced by what actually happened — proposal opened, contract signed — rather than by someone updating a field.
Milestone invoicing
Invoices raised automatically when a project milestone completes, with payment terms and reminders attached.
Payment chasing
Structured reminders before and after due date, escalating on your schedule instead of when someone notices.
Revenue reporting
Conversion by stage, cycle length, proposal win rate and cash collection timing, reported without a manual pull.
What changes after deployment
15-25%
Of lost leads recovered80%
Less administrative time20-30%
Higher proposal win rate6-8 wks
For the full programmeBuilt for
- B2B companies with defined sales processes
- Professional services firms writing frequent proposals
- Agencies managing many concurrent engagements
- Businesses with long payment cycles
- Teams whose growth is capped by admin rather than demand
Connects to
- CRM systems
- Email and calendar platforms
- Accounting and invoicing systems
- E-signature services
- Telephony and call recording
- Payment gateways
How we deploy it
Deployed in stages — most clients start with one gap and extend. Full programme runs 6-8 weeks.
Book a CallBook a Call- Weeks 1-2
Find the leaks
We trace real deals from enquiry to payment and measure where time and opportunities are actually lost. That evidence sets the order of work.
- Weeks 2-4
Automate the biggest gap first
Usually follow-up or proposal generation. One workflow, live and measurable, before anything else is built.
- Weeks 4-6
Extend across the cycle
Call logging, stage updates and invoicing added once the first workflow is proven in daily use.
- Weeks 6-8
Measure and tune
Reporting against the baseline taken in week one, and adjustment where the automation is firing too often or too rarely.
Frequently asked
It does if it is written badly. We draft sequences that read like your team, use real context from the deal, and stop immediately on a reply. The alternative — no follow-up at all — is what prospects actually notice.
No. This layers on top of what you have. If your CRM is genuinely the constraint we will say so, but most of this value can be delivered against an existing system.
With whichever gap is costing most, which we measure rather than assume. For most teams it is follow-up or proposal turnaround. Starting with one workflow means you see the return before committing to the rest.
By mapping the process first and telling you where it is broken. Automating a bad workflow just produces bad outcomes faster, so fixing sequence and ownership comes before building anything.
Grow revenue
AI Sales Agent
Qualify every lead the moment it arrives, not the next morning.
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Answer the routine 80% instantly, escalate the rest properly.
AI Consultancy
Find out where AI pays before you spend on it.
Tell us what you are trying to fix
A short call is usually enough to establish whether this is the right answer for your operation, and what it would take. No obligation and no pitch deck.
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