Leads come in and disappear into your inbox. Follow-ups don’t happen because you’re busy doing the actual work. Proposals take hours to write and you’re never sure if the prospect even opened them. Your pipeline is a mental list — not a system.
What we’ll build
CRM-connected lead tracking — every inquiry captured, scored, and visible
Automated follow-up sequences — no lead goes more than 48 hours without a touchpoint
Proposal generation workflow — templated proposals that take minutes, not hours
Pipeline dashboard — see your deals at a glance, know what needs attention
The process
Week 1: DiscoveryWe map your current sales flow — how leads come in, where they get lost, what your follow-up looks like today. We connect to your CRM (or set one up) and design the automation.
Week 2: BuildWe wire up lead capture, build your follow-up sequences, create proposal templates with AI-powered drafting, and set up your pipeline dashboard.
Week 3: Test & SoakWe run real leads through the system, tune the follow-up timing and messaging, monitor for 3 business days, and do a hands-on walkthrough with you.
HandoffYou get: a working pipeline system, written guide, recorded walkthrough, and a 30-day check-in scheduled.
What you need
A CRM (HubSpot, Salesforce, Pipedrive) or willingness to start one. An email account for sending follow-ups. At least 5 leads per month — if you’re getting fewer, the automation won’t have enough volume to justify itself yet.
Good fit if…
Leads come in but you forget to follow up — deals die in your inbox
Writing proposals takes hours and you copy-paste from old ones
You have no idea how many active deals are in your pipeline right now
You’ve tried a CRM but it felt like more work, not less
Ready to fix your pipeline?
Book a 30-minute call. We’ll talk about your situation, confirm the scope fits, and get started.