Sales Automation

Let Your Team Sell.
Automate Everything Else.

Your sales team's most valuable activity is talking to prospects. We automate the admin around every sale: proposals, follow ups, CRM updates, contracts and reporting, so they spend their time where it matters most.

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4hrs
Saved per rep per week on sales admin
2×
Faster sales cycle with automated follow up
Zero
Deals lost to missed follow up or admin gaps
What It Is

Sales Admin That Runs Without Your Team

Sales automation handles all the manual admin that surrounds every sale, from the moment a lead is qualified to the moment a deal is closed and handed over. That includes sending proposals, scheduling follow ups, moving pipeline stages, generating contracts and keeping management informed, all without your sales team touching a keyboard for admin tasks.

The result is a sales team that spends more time in conversation and less time on administration, and a pipeline that's always accurate without anyone needing to update it.

What Sales Automation Handles Automatically

  • Proposals generated and sent automatically based on qualification data
  • Follow up reminders triggered automatically for every open deal
  • Pipeline stages moved based on real events, not manual updates
  • Contract or quote generation triggered by deal stage changes
  • Sales reporting and leaderboards updated in real time
  • Onboarding triggered automatically when a deal closes
How It Works

From Qualified Lead to Closed Deal, With Less Admin at Every Step

Here's how sales automation runs alongside your team from the moment a lead is ready to speak to the moment the deal closes and onboarding begins.

See How We'd Automate Your Sales Process
1
Lead is qualified and assigned
The qualification data captured automatically is used to assign the lead to the right sales person and set the initial pipeline stage, no manual routing needed.
2
Proposal or quote generated automatically
Based on the service or product the lead is interested in, a customised proposal is generated and sent without manual input, using the qualification data already captured.
3
Follow up sequence begins
If there's no response to the proposal, automated follow up reminders go out at defined intervals, keeping the deal alive without anyone having to remember to chase it.
4
Deal stage updates based on responses
When the prospect opens a proposal, replies or takes an action, the pipeline stage moves automatically and the sales person is notified with the relevant context.
5
Contract or agreement triggered on verbal close
When a deal is verbally agreed, a contract is generated and sent for signature automatically, accelerating time to close and removing a manual step.
6
Handover and onboarding triggered on close
When the contract is signed or the deal is marked as won, the onboarding process is triggered automatically: welcome emails, intro calls scheduled, access granted.
What's Included

Everything We Build Into Your Sales Automation

Every sales automation is custom built around your specific sales process, your team structure and the tools you already use.

Automated Proposal Generation

Proposals and quotes generated automatically using qualification data and sent to the prospect immediately, personalised, professional and on brand.

Follow Up Trigger System

Every open deal has automated follow up reminders that activate when there's been no movement for a defined period, ensuring nothing is forgotten.

Pipeline Automation

Deal stages move based on real customer actions, no one needs to manually drag and drop cards or update pipeline stages at the end of the week.

Contract & Agreement Automation

Contracts generated and sent for e signature automatically when deals reach the right stage, removing the delay between verbal agreement and signed contract.

Sales Reporting

Real time dashboards showing pipeline value, conversion rates, average deal size and team performance, always current without anyone compiling them.

Automated Onboarding Trigger

When a deal closes, the onboarding workflow starts automatically: welcome emails sent, intro calls scheduled, system access granted. Zero manual handover.

Who Needs This

Is Sales Automation Right for Your Business?

Businesses with an active sales team or pipeline who are losing time to admin, inconsistent follow up and manual reporting. If your top performers are spending hours on tasks that don't require their skill, that's a problem automation can fix.

Sales automation doesn't replace your team, it removes the friction that slows them down and the gaps that lose deals after they should have been won.

Industries we commonly build this for:

Financial Advisors Recruitment Agencies Consultants Insurance Brokers Software Companies Marketing Agencies Training Providers Commercial Property
Want to know how many hours your team spends on sales admin?
Book a free audit and we'll map your current sales process to identify exactly which parts can be automated, and calculate the time that frees up for actual selling.
Related Services

Often Combined With

Sales automation works best as part of a fully connected revenue system. These are the services most clients add alongside it.

CRM Automation
Keep your CRM accurate throughout the sales process
Lead Management Automation
Feed qualified leads into your sales pipeline
Email Automation
Automated proposal and follow up sequences
Reporting & Dashboard Automation
Live sales dashboards and team performance reports
FAQ

Common Questions About Sales Automation

Yes, we build around your process, not the other way around. We map your current workflow first and then automate the parts that don't require a human. Your team keeps doing what they're good at; we remove what they shouldn't be doing.

Yes. Using the qualification data captured from leads, we can generate proposals that reference the client's specific needs, services requested and pricing, without someone manually creating each one. The result looks custom written but generates in seconds.

We integrate with PandaDoc, DocuSign, SignNow and others. If you use a different tool, ask us. E signature integration is one of the highest impact parts of sales automation, it removes the biggest delay in closing a deal.

Yes. We build notification triggers so managers are alerted when deals reach key milestones: proposal sent, negotiation started, deal won or lost. Management has visibility without needing to ask the team for updates.

Rather than pulling reports manually, your dashboards update in real time as deals move through the pipeline. Management always has an accurate picture without asking the team to compile reports or spend time on administrative work.

No. It removes the admin so they can focus on building relationships and closing. The human element of sales, trust, negotiation, judgment, reading the room, stays entirely with your team. Automation handles the paperwork and the follow up scheduling so they can focus on the conversations.

Give Your Sales Team Their Time Back

Book a free audit and we'll identify exactly which parts of your sales process can be automated, calculate the time it will save and show you what a streamlined, automated sales workflow looks like for your business.

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