Sales automation.
Answer every lead in minutes, follow up on every quote and give reps their selling time back.
lead routingquotesCRM hygieneproposalsforecasting
> 01 / where are you today?
The sales maturity ladder
Pick the level that sounds most like your team. You'll see the next step worth taking.
level 1Manual
what it looks like
Leads by email and phone, quotes in documents, follow-up from memory.
what it costs you
Slow responses lose deals and the pipeline is a guess.
→ next step
One CRM with every lead logged and response alerts.
level 2Connected
what it looks like
A CRM updated reluctantly, reminders set by hand.
what it costs you
Reps spend hours on admin and forecasts run optimistic.
→ next step
Automatic routing, quote follow-ups and call notes to CRM.
level 3Automated
what it looks like
Leads routed in minutes, follow-ups on schedule and notes logged automatically.
what it costs you
Proposals are still slow and win-loss insight is thin.
→ next step
Proposal drafts and deal-risk alerts.
level 4AI-assisted
what it looks like
Proposals drafted from discovery notes, at-risk deals flagged, forecasts built from activity.
what it costs you
Over-reliance on scores if nobody reviews them.
→ next step
A weekly pipeline review with the data.
> 02 / before and after
Systems do the routine. People make the calls.
01 inbound
before
Shared inbox
Shared inbox
after · automated
Scored and routed in minutes
Scored and routed in minutes
02 first reply
before
Hours or days
Hours or days
after · automated
Minutes, with context
Minutes, with context
03 meetings
before
Notes in notebooks
Notes in notebooks
after · automated
Summarized into the CRM
Summarized into the CRM
04 quote
before
Built by hand
Built by hand
after · your team
Drafted, rep finalizes
Drafted, rep finalizes
05 follow-up
before
From memory
From memory
after · automated
On schedule until answered
On schedule until answered
06 forecast
before
Gut feel
Gut feel
after · your team
Reviewed with real activity
Reviewed with real activity
> 03 / what to measure
Eight sales metrics that matter
Speed to lead↓ time
Lead to meeting rate↑ growth
Quote to close rate↑ growth
Selling time per rep↑ time
Sales cycle length↓ time
CRM data completeness↑ accuracy
Forecast accuracy↑ control
Average deal size↑ money
> 04 / by size
What changes with scale
growing businesses
The owner sells. Make sure every inquiry gets an answer in minutes and every quote gets a follow-up.
established organizations
Territories, teams and forecasts. Route by rules, keep the CRM clean without nagging and forecast from activity, not optimism.
> 05 / where to start
Build it in this order
1 · sales/lead-routingLead scoring and routingInbound leads scored and routed in minutes.
2 · sales/quote-follow-upQuote follow-upEvery open quote followed up on schedule.
3 · sales/meeting-notes-to-crmMeeting notes to CRMCalls summarized, CRM updated, follow-up drafted.
4 · sales/proposal-draftsProposal draftsProposals drafted from templates, pricing and notes.
See how sales plays out in your sector on the industries matrix.
> 06 / questions
Sales automation, answered
Will reps have to change how they work?+
Less than they expect. Notes and updates happen in the background, so the CRM fills itself.
Does it work with our CRM?+
We work with the CRM you have. If you don’t have one, we help you pick a simple one.
What happens to the time we save?+
That's your call. Most teams put it into customers, growth and the projects they keep postponing.
> step 1 · 30 minutes · free
Answer every lead before your competitor does.
You'll leave the call with three things worth fixing, whether or not we work together.