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Sales Automation

Your sales team only talks to prospects who are ready

Automated nurturing, qualification, and lead assignment workflows. Eliminate manual work and focus your team on closing.

Schedule an automation consultation
Expected results

What you can expect

Real KPIs based on results with B2B clients in industries similar to yours.

80%

Fewer Manual Tasks

Automation of follow-up, assignment, and nurturing

2hrs→5min

Response Time

Lead comes in, system responds automatically

+45%

Sales Productivity

Your team spends more time selling, less time administrating

24/7

Always On

The system works even outside business hours

What we do

What this service includes

Every deliverable is designed to impact a specific metric in your funnel.

Nurturing workflows via email and WhatsApp
Automatic lead assignment by territory or product
Real-time hot lead alerts
Automated follow-up sequences
Integration with CRM and ad campaigns
Pipeline velocity reports
Tech stack

Tools we operate

We don't experiment with your budget. We use proven tools and master them.

HU

HubSpot Workflows

Automation

GO

GoHighLevel

Automation

ZA

Zapier

Integrations

MA

Make

Workflows

WH

WhatsApp Business API

Communication

CA

Calendly

Scheduling

CL

Claude AI

Responses

SL

Slack

Alerts

How it works

Clear process, measurable results

No surprises. Every step has a deliverable and an expected outcome.

01

Flow mapping

We define each workflow based on your sales cycle and qualification criteria.

02

Build

We implement automations in your CRM with triggers and actions.

03

Testing

We test each flow end-to-end before activating with real leads.

04

Optimization

We adjust timing, messages, and triggers based on response rates.

Who it's for

Is this service right for you?

We're transparent about when we can help — and when we can't.

It's for you if...

Companies with sales teams wasting time on repetitive tasks
Businesses with high lead volume that need systematic follow-up
Companies where lead response time is over 2 hours
Businesses that want to scale sales without hiring more reps

Probably not if...

Companies without a CRM in place (you need a CRM first)
Businesses with fewer than 10 leads/month (doesn't justify the complexity)
Companies with purely in-person sales processes with no digital component
Businesses unwilling to standardize their sales process
Real case

Before vs After

Anonymous results from a B2B client in the energy consulting industry.

Before

Energy consultancy with 3 sales reps doing manual follow-up via email and WhatsApp. Average first response time: 48 hours. 40% of leads never received follow-up.

After

We implemented a complete automation system: auto-response, round-robin assignment, nurturing sequences, and alerts. Response time: <5 minutes. Zero leads without follow-up.

First response time

Before48 hours
After<5 minutes

Leads without follow-up

Before40%
After0%

Deals closed/rep

Before3/month
After7/month
What to expect

Your results roadmap

We don't promise overnight miracles. Here's what happens month by month.

Week 1

Process mapping

We document your current sales process, identify bottlenecks and opportunities.

Automation map approved

Week 2-3

Build

We create workflows, email templates, nurturing sequences, assignment rules.

Automations built in staging

Week 4

Testing & launch

We test each flow with real data, adjust, and activate.

System live processing leads

Month 2+

Optimization

We refine messages, timing, and rules based on performance data.

Response and conversion rates optimized

Comparison

Why not do it in-house?

Compare your options to make the best decision for your company.

Do It Yourself

Freelancer

De Marketing

Complexity

Basic Zapier

Simple workflows

Advanced multi-channel automation

Customization

Generic templates

Semi-customized

100% custom for your process

Channels

Email only

Email + 1 more

Email + WhatsApp + SMS + Slack + CRM

Maintenance

Breaks and nobody fixes it

Limited support

Monitoring + continuous adjustments

Scalability

Hits ceiling fast

Limited

Scales with your volume without changes

Why us

We're not a generic agency

The difference between executing tactics and architecting a system.

01

Less manual work

Your team stops chasing cold leads and focuses on closing hot ones.

02

Response speed

A lead gets a response in minutes, not hours or days.

03

Scalable

The same system handles 10 or 1,000 leads without needing more people.

FAQ

Your questions answered

The most common questions about our sales automation service.

Included in

This service is part of our models

Sales Automation is included in the following service tiers. No need to purchase it separately.

Next step

Need sales automation for your business?

Book a free consultation. We'll analyze your situation and recommend the best path forward.