Every lead captured. Every deal tracked. Zero manual admin.
A growing services company was losing deals in the gaps between their tools — leads came in, sat in inboxes, and went cold. We automated the entire journey from first contact to signed contract.
The Problem
Revenue was inconsistent not because of bad salespeople, but because of broken handoffs. A lead would come in on a Friday, sit uncontacted until Monday, and be halfway through a competitor's process by Tuesday. Proposals took 3 days to write. Follow-ups were manual and ad-hoc. The company had the talent to close — just not the infrastructure to support it.
The Solution
We mapped every stage of their sales process and automated the connective tissue between each one. AI qualifies and prioritizes inbound leads in real time. A proposal agent generates tailored documents in minutes instead of days. Automated sequences handle nurturing. The CRM stays updated without anyone touching it. When a deal is won, the onboarding workflow triggers immediately.
Live Demo
Watch a new inbound lead get scored, researched, and turned into a tailored proposal — automatically.
Click “Run Demo” to watch a new lead go from form submission to ready-to-send proposal
Workflow in Action
Via form, email, or referral — captured automatically
Instant priority score based on fit, source, and behavior
Company overview, pain points, decision-maker context
Tailored proposal drafted and ready to review in minutes
Automated follow-ups triggered by engagement signals
Contract signed, payment via Stripe, CRM updated
Welcome flow fires instantly — zero delay for new clients
Tech Stack
Client Feedback
Before this, we had great salespeople and a leaky pipeline. Now we have great salespeople and a machine behind them. Proposals go out the same day, follow-ups never get missed, and I haven't updated the CRM manually in months.
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