Automation for Sales Teams
Give your reps back the hours they currently spend on admin.
A typical rep spends less than a third of their week actually selling. The rest goes on data entry, scheduling, chasing, and rebuilding the same proposal.
Every automation here exists to move that ratio, and each one is measured against response time, contact rate or conversion rather than a vague productivity claim.
- First response time
- <60sFirst response time
- More contact attempts per lead
- 2–3×More contact attempts per lead
- Returned per rep, per week
- 8+ hrsReturned per rep, per week
Where the time goes
- Leads sitting untouched while competitors respond in minutes
- Follow-up depending on whether a rep remembers
- CRM data entered late, badly, or not at all
- Proposals and quotes rebuilt from scratch each time
- Forecasts built on optimism rather than activity data
Automations for this team
Speed-to-lead response
First contact on WhatsApp, SMS and email within 60 seconds, whatever the source.
Follow-up cadences
Multi-touch sequences that run until there's a reply, then stop instantly.
Automatic activity logging
Calls, emails and WhatsApp conversations logged against the contact without anyone typing.
Quote and proposal generation
Built from CRM data with approval routing on non-standard discounts.
Stale pipeline alerts
Deals with no activity flagged to the owner, then escalated to the manager.
Call summaries into the CRM
Recordings transcribed, summarised and attached with the next action extracted.
- GoHighLevel
- HubSpot
- WhatsApp API
- PandaDoc
- n8n
Frequently asked questions
Will reps actually use it?
They use it when it removes work rather than adding it. That's why we start with logging and follow-up automation — the rep experiences it as things happening for them, not another system to update.
Find out what you can automate in 30 minutes
Book a free audit. We map your current process, identify the highest-ROI automations, and send you a costed roadmap — whether or not you hire us.
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