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Done For You

Faster lead response, steady outbound and a clean CRM for B2B SaaS

SaaS revenue teams need every inbound lead answered fast, outbound that does not stall, and a CRM leaders can trust. These automations take on that pipeline work so reps spend time in conversations.

See the automations
  • Live in 3 to 6 weeks
  • Works inside your current tools
  • Your people approve what matters

B2B SaaS

The 3 automations that matter most

Automation 1

Instant Lead Response & Qualification

Replies to demo requests and inbound leads in minutes, qualifies them and books meetings with the right rep.

See the outcome
  • Every lead answered fast

    Each new lead gets a personal, relevant reply within minutes in the channel it came from, including nights, weekends and holidays.

  • Qualified meetings on the calendar

    Leads that meet your criteria are offered times on the right rep's calendar and booked without back-and-forth email.

  • Clean data on lead quality

    Every lead's source, answers, score and outcome are written to the CRM, so marketing and sales can see which sources produce real pipeline.

Automation 2

AI SDR: Outbound Prospecting & Meeting Booking

Researches target accounts, writes relevant first messages and follows up within your sending rules.

See the outcome
  • Relevant messages to the right people

    Each email is based on real research about the account and the person's role, sent only to contacts who match your profile and pass verification.

  • Healthy sending reputation

    Mail goes from authenticated secondary domains at a steady pace, with bounces, complaints and opt-outs monitored and acted on every day.

  • Compliance you can show

    Every contact has a recorded source, legal basis and suppression status, so you can answer an opt-out, objection or regulator question with evidence.

Automation 3

CRM Data Entry & Hygiene

Keeps contacts, deals and next steps current in HubSpot or Salesforce from emails and calls, so forecasts are based on real data.

See the outcome
  • Activity logged without typing

    Emails, meetings and calls are attached to the right contact, account and deal automatically, with a short summary of what was agreed.

  • Fields that can be trusted

    Required fields, stages, amounts and close dates are filled or challenged based on what actually happened in the deal.

  • Fewer duplicates and dead contacts

    Duplicates are found and merged with approval, and contacts who changed jobs or bounce are flagged before reps waste time on them.

How it works

From kickoff to live in 3 to 6 weeks

Every automation follows the same path. You see it working on your own data before it handles live work.

  1. 1

    Week 1

    Discovery and access

    We map the workflow with your team, agree the outcomes and KPIs, measure today's baseline and get secure access to your tools.

  2. 2

    Weeks 2–3

    Build and connect

    We build the agents and connect your systems, with your rules, approval steps, permissions and logging.

  3. 3

    Weeks 3–5

    Test and pilot

    We test on your real history, then run a pilot on live work while your team reviews what the agent does.

  4. 4

    Weeks 4–6

    Go live and hand over

    We roll out in stages, train your team, hand over dashboards and runbooks, and keep improving it with you.

Included with every automation

Executive Ask: ask your business anything

One plain-English assistant connected to the systems you run: CRM, helpdesk, ERP and accounting, HR, inbox and documents. Leaders get sourced answers in seconds and can trigger actions with approval. It respects everyone's existing permissions and logs every answer.

See Executive Ask

Ask it, for example

  • How long did new demo requests wait for a first reply this week, by source?
  • Which lead sources produced the most qualified meetings last month?
  • How many meetings did outbound book this month, and how many turned into real opportunities?

B2B SaaS: questions

Straight answers to what clients ask us most.

Ask our team

Will outbound hurt our email domain?

We set sending limits, use separate warmed domains where needed and follow your compliance rules. Quality and relevance come before volume.

Can it book into round-robin calendars?

Yes. It follows your routing rules and books through tools such as Chili Piper, HubSpot meetings or Calendly.

Is this different from adding an AI feature to our product?

Yes. These automations run your internal operations, such as sales, support, IT and compliance. If you also want AI features inside your product, our custom software and AI agent services cover that.

Which tools do you connect to?

HubSpot, Salesforce, Zendesk, Intercom, Jira, Slack, Google Workspace, Microsoft 365, Okta, Vanta and Drata are common examples, where they offer integration options.

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Get this running in your business

Tell us about your volumes and tools. A senior engineer replies within one business day with scope and timeline.

Live in 3 to 6 weeks · Priced after a short call · Company emails only