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.
From pipeline stage automation to lead scoring and follow-up sequences, each system is built around your CRM and your sales process, not a generic template. Your reps get a workflow that saves them time from day one.
What's Included
CRM Pipeline Automation
- ✓Automatic deal stage progression on trigger events
- ✓Task creation and assignment based on pipeline activity
- ✓Notification triggers for team members and managers
- ✓Stale deal alerts with automatic re-engagement tasks
Lead Scoring
- ✓Automated scoring based on engagement and fit criteria
- ✓Behavioural signals pulled from email and web activity
- ✓Hot lead surfacing with rep notification
- ✓Disqualification rules to remove dead weight automatically
Follow-Up Sequences
- ✓Automated email sequences triggered by pipeline events
- ✓Task-based follow-up reminders with context from the CRM
- ✓Multi-channel sequences across email, SMS, and task
- ✓Sequence branching based on prospect responses
Reporting and Forecast
- ✓Weighted pipeline forecast from real stage close rates
- ✓Automatic activity logging, calls, emails, meetings
- ✓Rep performance dashboards updated in real time
- ✓Proposal generation pulling live data from the CRM
What You Receive
CRM Setup Documentation
Full record of pipeline stages, automation rules, and field mappings configured in your CRM.
PDF + CRM exportFollow-Up Sequence Library
All built sequences with trigger logic, copy, and branching rules documented for your team.
DOCX + CRM templatesRep Onboarding Guide
Step-by-step walkthrough of the new workflow for every rep. Covers daily use, edge cases, and troubleshooting.
PDFHow 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 and Launch
Team training on the new workflows. Phased launch with monitoring to catch edge cases.
Who built this
Every system, every pipeline, every deliverable, built and maintained by one person.
Credentials
Experience
Sales automation works when it's built around how your team actually sells, not a generic playbook. I map your real process first, then build the CRM rules, sequences, and scoring around it. Every system is tested before launch and documented so your reps can maintain it themselves.
Why this matters
- ✓ Systems built around your process, not a template, every CRM config is custom-mapped
- ✓ Adoption-first design: reps use it because it saves them time, not because they're told to
- ✓ Full documentation and training included so you're never dependent on me after handover
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?
Project-based pricing scoped to your CRM and sales stack. Contact me for a quote.
Ready to Automate Your Pipeline?
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