Done For You

Done-For-You Sales Automations

Every lead answered in minutes, a clean CRM and follow-ups that never slip. Each automation is built, connected and run for you, live in 3 to 6 weeks.

Instant Lead Response & Qualification

Reply to every inbound lead in minutes, day or night, and book the good ones

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.

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AI SDR: Outbound Prospecting & Meeting Booking

Outbound that researches, writes and books meetings while staying out of spam

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.

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CRM Data Entry & Hygiene

A CRM that updates itself from emails, calls and meetings, and stays clean

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.

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Sales Meeting Prep & Follow-Up

Walk into every sales call prepared and send the follow-up the same hour

Prepared for every meeting. Reps get a short brief before each call with who is attending, what has happened so far, open issues and suggested questions.
Same-day follow-up. A recap with decisions, owners and dates is drafted within minutes of the call ending, ready for the rep to edit and send.
Next steps in the CRM. Tasks, next meeting dates, stakeholders and deal updates from the call are written to the CRM after the rep approves them.

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Proposal & Quote Generation

Accurate proposals and quotes drafted from the call, not rebuilt from scratch

Faster turnaround after the call. A complete first draft is ready shortly after the meeting, built from the deal, the call and your approved content.
Correct prices and terms. Line items, prices and terms come from your price book and contract library, and anything outside policy is flagged before it reaches the buyer.
Approvals on record. Discounts, custom terms and non-standard scope go through a clear approval path, with every decision stored on the deal.

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Included add-on

Executive Ask: ask your business anything

One plain-English assistant connected to every system you run: CRM, helpdesk, ERP and accounting, HR, inbox and docs. 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?
How many meetings did outbound book this month, and how many turned into real opportunities?
Which deals in this quarter's forecast have had no customer contact in the last two weeks?

Live in 3 to 6 weeks

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
Weeks 2–3
Build and connect
We build the agents and connect your systems, with your rules, approval steps, permissions and logging.
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
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.