Who this is for
Best for teams that…
- Get consistent inbound or warm leads but lose them to slow responses or manual follow-up.
- Rely on founders or a tiny sales team to do everything from first reply to closing.
- Have a CRM, but it's always out of date and nobody fully trusts the pipeline.
- Spend hours every week sending reminders, nudges, and "just checking in" messages.
What we automate
We typically automate:
- Lead capture from forms, landing pages, chat, and incoming calls.
- Instant first response and routing to the right calendar or owner.
- Chat or voice-based lead qualification for inbound leads.
- Multi-channel follow-up across email, SMS, WhatsApp, or DMs with clear stop rules.
- CRM stage updates, task creation, and note logging based on events.
- Proposal, contract, and payment triggers tied to deal milestones.
Before vs After
- Leads wait hours or days for a reply.
- Follow-ups depend on memory and scattered reminders.
- The CRM feels like a graveyard instead of a live forecast.
- Every lead gets a fast, consistent response, 24/7 where useful.
- Follow-ups run with clear rules and stop when a deal moves or closes.
- Your CRM reflects reality instead of guesses.
Example workflows we build
Lead qualification and scheduling
We build chat or voice flows that qualify inbound leads, ask the right questions, and book them directly into the right calendar, so only real opportunities hit your schedule.
Multi-channel follow-up engine
We design sequences that follow up automatically based on stage and behavior, then stop at the right moment when a lead books, replies, or clearly opts out.
Pipeline and deal automation
We connect key events (forms submitted, calls booked, proposals sent, payments received) to automatic stage changes, tasks, and updates so your pipeline stays accurate without manual upkeep.
Case Studies
Andrea Ercolessi
How The Project Works
Focused assessment
We start by reviewing the current workflow, ownership, tools, written knowledge, SOPs, volumes, constraints, and failure points. If the process is not clear enough to automate, we design the process first.
Success and acceptance contract
Before implementation, we define the scope, success measures, acceptance criteria, edge cases, and must-not-do rules as a client-approved delivery checklist.
Build, test, and document
We build against that checklist, test with representative data and failure states, document the system, and share evidence as each accepted outcome becomes real.
Acceptance and next opportunity
We verify the agreed checklist with you, complete handoff and support, then include a free post-delivery business audit to identify the next meaningful implementation.
Sales & Follow-up FAQ
Will this replace our sales team?
No. We don’t replace your closers, we remove their busywork. The system takes care of capturing, qualifying, and following up so humans can spend more time on high-value conversations and negotiation.
When does it make sense to use chatbots or voice agents?
We use them where they clearly help: first-line responses, simple qualification, appointment booking, or FAQs. For complex deals, we use automation to support, not replace, human conversations. We only suggest voice or chat where it truly fits your sales motion.
Can you work with our current CRM and calendars?
Yes. We integrate with tools like GoHighLevel, HubSpot, Pipedrive, Notion-based CRMs, booking systems, and more. We design flows so they fit your current stack instead of forcing a complete rebuild.
How long until the system is live?
Most sales automations go live in a few weeks, depending on complexity. We usually start with core flows first (lead capture → qualification → booking) and then layer advanced logic on top.
Can we start with just one part of the journey?
Absolutely. For some teams, the best starting point is better booking and follow-up. For others, it’s cleaning the pipeline or standardizing proposals. We recommend the smallest project that still moves the needle.
Ready to make your sales follow-up less manual?
Not sure where to start? Get a free tailored automation plan in 2 minutes.
