STAGE 02 | AUTOMATION

Sales Engine

Captures, qualifies, and follows up automatically — so your pipeline keeps moving.

Most sales pipelines leak at every stage, leads come in and aren't followed up quickly enough, qualified leads go cold, and proposals sit unanswered. The Sales Engine fixes this by automating the repetitive parts of your sales process: lead capture, qualification, follow-up, and pipeline movement. Your team focuses on closing. The system handles everything else.

ENGAGEMENT TYPE

SETUP
Setup + monthly retainer

STAGE
02 - Automation

DELIVERY
8 - 12 weeks setup

RETAINER
Ongoing after go-live

Start a Conversaion
Starts with a discovery call, no commitment required.
WHO THIS IS FOR

Signs you're ready for this.

1

Sales teams losing leads due to slow or inconsistent follow-up

2

Businesses with a CRM that's set up but not automated

3

Founders doing all sales manually and can't scale

4

Companies spending too much time on admin rather than selling

WHAT'S INCLUDED

Everything delivered in a single engagement.

01

Lead Capture & Routing

  • Contact forms connected to CRM with automatic lead creation
  • Automatic lead assignment to the right team member
  • Lead source tracking (website, referral, social, ads)
  • Instant internal notification on new lead arrival

02

Lead Qualification

  • Qualification fields and scoring setup in CRM
  • Automated lead scoring based on company size, source, and behaviour
  • Qualified vs. unqualified routing (different sequences)
  • Disqualification workflow — polite, automated, no manual effort

03

Follow-up Sequences

  • 5-touch email sequence for new leads (day 1, 3, 5, 7, 14)
  • Sequence enrollment and unenrollment triggers
  • Personalised templates using CRM merge fields
  • Unsubscribe handling and list hygiene automation

04

Pipeline Automation

  • Deal stage change triggers (notify, create task, send email)
  • Automatic task creation for next steps at each stage
  • Stale deal alerts — flag deals with no activity in X days
  • Closed-won workflow: handoff to onboarding, trigger invoice

05

Proposal & Contract Automation

  • Proposal generation from CRM deal data (auto-filled templates)
  • Contract signed trigger — updates CRM, notifies team, starts onboarding
  • E-signature integration — send, track, and receive signatures
  • Deal value and close date updated automatically on signature

06

Sales Performance Reporting

  • Sales velocity dashboard — average time from lead to close by source
  • Stage conversion report — where leads are dropping off in your pipeline
  • Sequence performance tracking — open rates, reply rates, conversion per step
  • Weekly sales summary auto-generated and distributed to leadership
HOW IT WORKS

From kickoff to to fully live.

01

Sales process mapping

We document your current sales flow — every step from first contact to closed deal.
02

CRM audit & cleanup

We review your existing CRM setup and fix anything that would break the automation.
03

Sequence & template build

We write and build your email sequences and proposal templates.
04

Automation build

We build all triggers, workflows, and pipeline automations.
05

Testing

We run through the full flow end-to-end — submitting test leads, advancing stages, signing test proposals.
06

Handover & training

We train your team on the new workflow and hand over full documentation.
TOOLS & PLATFORMS

The stack we build on.

Hubspot CRM
Mailchimp (email sequences)
PandaDoc / DocuSign
Calendly (meeting booking)
Zapier / Make
Gmail / Outlook integration
TYPICAL OUTCOMES

What you walk away with.

Under 5 minutes

Time from form submission to lead appearing in your pipeline — fully automated

5-touch follow-up

Every new lead gets a structured sequence — day 1, 3, 5, 7, 14 — without manual action

↓ 60% admin time

Automated reminders, notifications, and deal-stage actions once handled manually

E-sign to close

Proposal generated, sent, signed, and deal closed seamlessly - no paper, no manual chasing.
LET'S TALK

Ready to build something better?

Whether you're a company that's tired of duct-taping your systems together, an investor who understands what AI-ready infrastructure is worth, or a partner who wants to build with us, we want to hear from you.

Tell us where you are. We'll show you the path forward.
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