Sales AI + Automation
Most sales teams are buried in disconnected tools and AI experiments that won’t scale. We design architecture and applied tech that removes friction and reclaims selling time.
Sales execution should not be this manual
Too many sales teams run on improvisation and manual work because nobody has designed the operating layer underneath. Tools pile up, AI gets tested, but nothing compounds into leverage.
Sellers keep repeating the same tasks
Your entire team loses selling time to manual follow-ups, data entry, and coordination, even when those tasks are low-value and easily repeatable.
Your tech stack is disconnected
CRM, outreach tools, enrichment platforms, schedulers – they’re all working separately which means nothing flows and reps spend time fighting the tech or working outside it.
Bad automations fail quietly
Scripts work until volumes spike or edge cases appear. Then they break in the background, and nobody notices until deals are already lost.
The promise of AI is not materialising
Teams trial tools with good intent, but without clear use cases or integration into real workflows, the gains never stick.
Prospecting and closing both stall
There’s no automated cadence pulling prospects forward, so promising conversations stall because reps are juggling too many threads manually.
Leadership struggles to locate ROI
The main driver for deploying any sales tech is to boost efficiency and save money, but most deployments miss the mark and CFOs are in the dark.
30% of daily selling activities can be automated, giving you back 14 hours of closing time per salesperson per week.
* Source: McKinsey
The wins you can expect
Capacity scales without headcount
Automation removes low-value admin work, so each rep can manage more opportunities without burning out, cutting corners, or becoming demotivated.
Leads are generated on auto-pilot
AI & ML powered lead gen unlocks a level of scale and relevance in outbound that no manual effort or lightweight automation can ever match.
Stalled deals are identified fast
AI tracks engagement patterns and stakeholder involvement across your pipeline, so you intervene on momentum loss before opportunities are actually gone.
Synced tech for accurate insights
When tools are expertly integrated, data flows automatically and reporting shows what’s real instead of what reps remembered to update.
Choosing the right solution
Sales Process Optimisation
If your GTM direction is clear but execution is inconsistent and you’re losing business you should win, see how we build best-practice sales workflows.
Sales Effectiveness Diagnosis + Audit
Or get started with a diagnosis if your growth problems are multifold and you’re not yet clear about what’s really causing performance to stall.
Sales Growth Strategy + GTM Design
If revenue feels unpredictable, your team is chasing the wrong opportunities, or value is hard to defend, you’ll find this helpful for both planning and execution.
Sales automation, enabling your new workflow
We diagnose where repetition and friction are killing your capacity, then design the right-fit automation and AI layer that removes it.
Contact Data Capture
Automatically build and enrich prospect lists using AI-assisted data capture, validation, and continuous updates so reps work from data that’s current, clean, and usable.
Outreach Sequencing
Design multi-channel prospecting workflows that handle follow-ups and responses automatically while keeping messaging consistent and sync data back to your CRM.
Personalisation at Scale
Use AI to generate contextual emails, content and LinkedIn messages that adapt to role, account, and intent without sacrificing relevance.
Activity Prioritisation
Apply AI signals to surface which leads, tasks, and follow-ups matter most each day, so reps focus effort where it actually moves deals.
Meeting and Handoff
Automate scheduling, reminders, and handoffs between stages to ensure process compliance and keep deals moving towards a close.
CRM Data Flow
Ensure every interaction, update, and outcome flows cleanly into the CRM without manual entry, keeping records accurate and usable.
Pipeline Progression
Design rules and triggers that move deals forward automatically, so progress doesn’t depend on memory, heroics, or manual chasing.
Performance Insights
Use connected data and AI-assisted analysis to surface emerging trends, deal conversion patterns, new risks, and opportunities across the sales cycle.
Urgent System Alerts
Route critical signals and exceptions to Slack, Teams, or dashboards so issues are caught early and execution stays aligned.
Systems = Productivity
“Brad did the most practical audit of our sales operation we’ve seen and helped us figure out where our system was failing before we went ahead and spent money on new initiatives to solve the problem. Hugely valuable advice and we’ve now got a system that continues to deliver results.”
STEVEN ARTHUR
CO-FOUNDER // YORDAR
Designed for real B2B sales conditions
We diagnose the constraint before building the solution
Across hundreds of engagements, we’ve found almost 45% of automation requests are solving the wrong problem. We run a diagnostic first to identify whether you need better automation, better process design, or better strategic clarity upstream. The wrong fix at scale makes things worse, not better.
Working systems deployed in weeks, not months
We’ve built an implementation methodology across 105+ live deployments that delivers functional automation in 3-6 weeks. Most projects stall because agencies over-engineer or lack decision authority. We scope tight, ship fast, then optimise based on real performance data.
Commercial strategy informs every technical decision
Because our work spans GTM strategy, process design, and execution diagnosis, we understand the revenue trade-offs leadership is actually managing. That context ensures automation supports your commercial model instead of quietly undermining pricing, coverage, or deal velocity.
Zero platform bias means objective recommendations
We’re not reselling tools or locked into vendor partnerships. If a problem needs simple AI fixes, we build it. If more straightforward automations will fix it, then that’s what we recommend. If you need better decisions upstream, we say so. That objectivity is what keeps systems coherent as your business scales and market conditions shift.
No limits on what we can build
Our automation experts use API integrations to get your platforms to talk to each other – from the most popular tools to the most obscure. We also make recommendations if you’re considering adding new tools to your existing tech stack.
Get the foundations right before you automate
Automation magnifies whatever system it’s built on. When the underlying sales logic isn’t settled, automation hardens the wrong workflows, amplifies bad signals, and creates false confidence in numbers that look good but aren’t reliable. Our Sales Growth Strategy + GTM Design work defines the decisions that automation depends on.
Book a short session with Brad to isolate your sales bottlenecks.
Together we'll pressure-test your current sales process, what needs fixing, what to amplify, what to fund, and what to prioritise.
