A lead from your ads reaches a salesperson without waiting.
Sales automation means the repetitive steps between a new lead and a sent proposal run on a system. Speed of response matters most in winning a customer; someone who fills in a form and hears nothing for hours may call a competitor. We set it up so the lead reaches sales at once, the customer record lives in one place and the proposal is drafted from it.
- Sent to sales
Meta ad
New lead
- Draft ready
Web form
Proposal request
- Saved to record
Phone
Call note
- Reminder due
Email
Proposal follow-up
Where sales teams lose customers.
- 01
Leads go unseen for hours
The details of someone who filled in an ad form wait in an inbox or the ads dashboard. By the time a salesperson calls, the customer may already have decided.
- 02
The customer list lives with individuals
One person keeps a spreadsheet, another uses their phone contacts, a third a notebook. When a salesperson leaves, the customer list leaves too.
- 03
Every proposal is written from scratch
Price lists, discounts and terms are pieced together by hand for each proposal. Preparation drags on and an outdated price can slip through.
- 04
Follow-ups are forgotten
The proposal goes out, everyone waits, and nobody sends a reminder. A warm prospect cools off and the opportunity is lost without anyone noticing.
We hand the preparation to the system and keep your salespeople's time for conversations.
First we measure how long a lead takes to reach a salesperson, then start with the slowest step.
Ad leads reach sales at once
The name and number from a Meta or Google ad form go straight to your sales lead by Telegram, WhatsApp, a panel or email. The same lead is written to the customer record.
Every customer has a single record
Contacts from calls, email and forms merge into one record, so the same customer never sits on two rows. Which proposal went out and what was said on the last call are on the same screen.
Proposals are drafted from the record
The template is set up once; the customer name, product and price come from the record. A draft proposal is ready within minutes and you decide when it goes out.
New customers are reached by email
The companies you serve, and the right person in each, are researched. A draft email and four follow-ups are prepared for each contact, and replies reach you as leads.
Follow-ups are not forgotten
If a proposal gets no reply, a reminder reaches the salesperson. The follow-up message is drafted, and the salesperson decides when to send it.
The sales team sees which customer is at which stage on one screen.
Leads, call notes, proposals and follow-ups sit in the same panel. A manager reads the month's picture without asking the team, and sees which ad brought each customer.
- A new lead appears in the list the moment it arrives.
- Each customer's full history sits in one record.
- Proposals awaiting a reply have their own list.
- The ad a lead came from is written to the record.
A custom system we designed for a real estate adviser
In the system we built for Kerem Ali Yorukoglu, listings, enquiries and the customer record run in one place. WhatsApp is connected, and Instagram and social media are managed from the same panel.
Read the case studyEvery build starts with discovery and carries on after launch.
- 01
Discovery
We get to know the company, its services and the data it holds. It takes about a week; the cleaner the data, the faster the result.
- 02
Demo
We prepare a detailed demo of the solution that came out of discovery and walk you through it.
- 03
Form
If you like the demo, we send a detailed form so your requirements are written down.
- 04
Build
We go through the form together and build the real product.
- 05
After launch
The work does not end at go-live; we keep measuring, reporting and maintaining it.
SalesFrequently asked questions
Sales automation runs the repetitive steps on a system: the lead reaching a salesperson, the customer record being opened and the proposal being drafted. Conversations, negotiation and decisions stay with your salespeople.
Whichever your team already uses: Telegram, WhatsApp, the panel we build or email. The lead is written to the customer record at the same time.
We choose based on your business. The customer record is built on HubSpot or on your own infrastructure, with only the fields your team needs.
Lists from spreadsheets, phones and inboxes are merged into a single record during set-up. Duplicates are combined and missing fields are flagged.
No. Your own mailbox is not used; domains similar to your company name are bought and the mailboxes are warmed up before sending. This protects the reputation of your main address.
We write the proposal after we have found the problem together
In a thirty-minute call we listen to how you work and talk through where time and customers are slipping away. If you do not need a digital fix, we will tell you that too.
30 minutes · no preparation needed
