Revenue Systems That Run Without You
Stop letting leads slip through the cracks. We build automated systems that capture, nurture, and convert prospects 24/7 so you can focus on running your business.
Automation Impact Snapshot
Automation ROI
Process Improvement
Our Automation Philosophy
We don't automate things just because we can. Every system we build solves real business problems and creates measurable ROI.
What We Automate:
Lead Management & Routing
Automatically qualify, score, and route leads to the right team member based on criteria like industry, company size, or product interest.
Sales Process Workflows
Create sequences of tasks, emails, and follow-ups that trigger based on prospect behavior and sales stage.
Customer Onboarding
Streamline welcome emails, training resources, and setup steps based on customer needs and actions.
Data Synchronization
Keep customer data consistent across your CRM, marketing platforms, billing systems, and support tools.
Our Automation Framework:
Process Mapping
We document your current workflows, identify inefficiencies, and design optimized processes before building anything.
Behavioral Triggers
Systems react to specific user actions (or inactions), ensuring timely follow-up based on actual behavior.
Integration Architecture
We connect your existing tools together so data flows seamlessly between platforms without manual intervention.
When NOT to Automate
Not everything should be automated. We carefully avoid automating these scenarios:
- ✕High-touch customer interactions where the personal touch matters
- ✕Complex decision-making that requires human judgment
- ✕New processes that haven't been refined and tested manually first
- ✕Situations where the cost of automation exceeds the ROI
Automation Building Blocks
Triggers
Events that start a workflow
Conditions
Logic that determines the path
Actions
What happens in the workflow
Data Objects
Information passed between systems
Integrations
Connections between platforms
Monitoring
Oversight of your automations
Automation in Action
Real examples of automation systems we've built and the results they delivered.
86%
Process Automated
72%
Time Saved
5 hrs
→ 25 min
Lead Qualification & Routing System
A B2B software company was manually reviewing and assigning all new leads. The sales team often took 24+ hours to follow up, and lead distribution was inconsistent.
What we built:
- ✓Automated lead scoring system based on firmographics, behavior, and engagement
- ✓Instant lead routing to the right sales rep based on territory, industry, and rep capacity
- ✓Automated personalized outreach sequences based on lead source and interest
- ✓Slack notifications for high-value leads and follow-up task creation in CRM
Results:
- →Response time decreased from 24 hours to under 5 minutes for high-value leads
- →Lead-to-opportunity conversion rate increased by 68%
- →Sales team now handles 3x more leads without increasing headcount
100%
Customer Coverage
42%
↑ Retention Rate
0
Missed Renewals
Customer Success & Renewal System
A SaaS company was struggling with unpredictable churn and had no systematic approach to customer success. They were missing renewal opportunities and had poor visibility into customer health.
What we built:
- ✓Automated customer health scoring system based on product usage, support tickets, and engagement
- ✓Proactive engagement workflows triggered by usage drops or negative sentiment
- ✓Multi-stage renewal sequences with timing based on contract value
- ✓Executive dashboard with real-time visibility into customer health and upcoming renewals
Results:
- →Annual churn rate decreased from 18% to 10.5%
- →Net Revenue Retention increased from 102% to 128%
- →Each CSM can now effectively manage 50% more accounts
Our Automation Tool Stack
We're tool-agnostic and work with whatever platforms make the most sense for your business. Here are some of our favorites:
Workflow Automation
CRM Automation
App Integration
Ready to automate your growth?
Let's chat about which processes we can automate to save you time and drive more revenue.