Sales Automation
Your Reps Spend 70% of Their Time Not Selling — Fix That
Sales representatives spend only 28-30% of their time actually selling. The rest is admin — CRM updates, email follow-ups, proposal generation, data entry, and report building. Automated pipelines boost conversion rates by up to 30%. I build the systems that let your team sell.
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Everything in AI Audit plus competitor gap analysis, content strategy, and implementation roadmap.
Leads Go Cold Because Nobody Followed Up in Time
If leads go cold because no one followed up, or you're not capturing interest at the right time, you're leaving money on the table. Only 25% of companies achieve forecast accuracy within a 5% margin — because the CRM data is incomplete and nobody trusts it.
Opportunities get scattered across emails, spreadsheets, and handwritten notes. 27% of sales reps neglect to log essential customer interactions. The pipeline becomes fiction, not reality.
Sales automation doesn't replace your sales team — it removes the admin that stops them selling. Automated follow-ups, lead scoring, pipeline updates, and reporting mean your reps spend their time on conversations, not data entry.
What You Get
CRM Pipeline Automation
Automatic deal stage progression, task creation, and notification triggers based on pipeline activity.
Lead Scoring
Automated scoring based on engagement, fit, and behaviour. Hot leads surface to the top — no manual prioritisation.
Follow-Up Sequences
Automated email and task sequences triggered by pipeline events. No lead falls through the cracks.
Proposal Generation
Template-based proposal generation pulling data from the CRM. Professional documents in minutes, not hours.
Forecast Accuracy
Pipeline analytics based on actual data, not gut feeling. Weighted forecasts from real close rates and stage progression.
Activity Logging
Automatic logging of emails, calls, and meetings. CRM stays up to date without manual entry.
How It Works
Sales Process Mapping
I map your current sales process — stages, touchpoints, handoffs, and data flow.
CRM Configuration
Pipeline stages, automation rules, and integrations configured in your existing CRM.
Sequence Building
Follow-up sequences, scoring rules, and notification triggers built and tested.
Training & Launch
Team training on the new workflows. Phased launch with monitoring to catch edge cases.
Three Ways to Work Together
Managed — I Run It for You
I handle everything. Systems configured, maintained, and operated on your behalf. You receive the output. Predictable monthly cost, no hiring, no training.
Book a Call →Buy — Own the System
Purchase the automation system and run it in-house. Full documentation, training, and handover. One-time cost, full ownership, no lock-in.
Get a Quote →Bespoke — Built to Your Spec
Need something specific? I build custom systems to your exact requirements. Your specification, your workflow, your rules.
Discuss Requirements →Frequently Asked Questions
Which CRMs do you work with?
HubSpot, Pipedrive, Salesforce, GoHighLevel, and Zoho. If your CRM has an API, I can work with it.
Will my reps actually use this?
Adoption is built into the design. I automate the parts reps hate (data entry, follow-up scheduling) so using the system saves them time, not adds work.
Can you integrate with our existing email tool?
Yes. Gmail, Outlook, and most email platforms integrate directly with CRM automation workflows.
How long does setup take?
Basic pipeline automation: 1-2 weeks. Full sales stack with sequences and scoring: 3-4 weeks.
What about existing leads in our CRM?
I migrate and clean existing data as part of setup. No leads lost, no duplicate records.
What does this cost?
From £2,000 for basic CRM automation to £8,000+ for full sales stack configuration. Project-based pricing.
Related Services
Ready to Automate?
Book a 15-minute call. I'll ask about your current workflow, recommend a starting point, and show you exactly what the system can do for your specific situation.
Still have questions? Get in touch