Lead & Sales Ops Automation
Route, enrich, and follow up on every lead instantly. Nothing slips.
- Scope
- One workflow per deliverable
- Price
- Fixed, quoted from the approved spec
- Ownership
- Everything handed over to you
- Built with
- CRM APIs (HubSpot, Pipedrive, Salesforce, etc.)n8nMakeZapierCustom TypeScript/Python
Overview
What it is
When leads slip through because someone forgot to follow up, you find out weeks later, after the deal is gone. Lead routing and follow-up are deterministic work; they should run automatically.
We build CRM automation that routes leads by your rules the moment they arrive, enriches them from available data, and starts follow-up sequences without anyone remembering to. Reporting on pipeline activity comes included, so nothing depends on a manual weekly export.
- “Leads slip through — someone forgets to follow up and we find out weeks later.”
- “Reporting eats a day every week and it's still outdated when it lands.”
How it works
A fixed-scope path from spec to handover
You approve the spec, we build it, you see it run, you own it.
Map your lead flow
Every entry point — forms, ads, email, referrals — and where leads currently stall or get forgotten.
Define routing & follow-up rules
Who gets which lead, how fast, with what context, and what happens when nobody responds. You approve the rules as the spec.
Automate in your CRM
Built on the CRM you already use, with instant routing, enrichment, and follow-up sequences.
Instrument the pipeline
Automated reporting on response times and follow-up completion, delivered where you already look.
- InputNew lead (form, email, ad, referral)
- Step 1Validate & enrich
- Step 2Route by rules → owner notified instantly
- Step 3Start follow-up sequence
- OutputEvery lead worked in minutes, with reporting you don't build by hand
What you get
Named deliverables, not billable hours
Everything below is included in the fixed price and handed over with documentation and credentials.
- Instant lead routing based on your approved rules
- Enrichment step using available data sources
- Follow-up sequences with no-response handling
- Automated pipeline reporting
Not sure this is the right first automation? The Automation Audit finds the highest-value opportunity and ends with a working proof-of-concept.
In practice
Workflows built with this service
Each one has the full spec and a labeled demo you can run.
- Instant Lead Routing & Follow-UpThe path a lead takes from “form submitted” to “owner is working it”: routing, enrichment, notifications, follow-up sequencing, and the safety net when someone doesn’t respond.
- Automated Client ReportingAssembling and delivering the recurring report: pulling numbers from source systems, computing period-over-period changes, filling your template, QA-checking for anomalies, and sending it on schedule.
Find out what’s worth automating. Free.
A 30-minute call about your actual processes. You leave with a prioritized roadmap and see lead & sales ops automation demonstrated on your own workflow, whether or not you work with us.
- 30 minutes, on your real processes
- Prioritized roadmap you keep either way
- Working proof-of-concept before any contract
- Reply within one business day