Start from the problem,
not the category.
Nobody wakes up wanting a service — they want the work off their plate. Here are the ten workflows B2B teams automate with us, and what changes once each one runs itself.
How to read this page.
Three groups, ten workflows. Find the one that costs your team the most hours and start there.
The workflows we get asked for most. Each one is a system running inside a client's stack today.
Problem on top, outcome on the pill
The heading names the work eating your week. The pill at the bottom is what changes once it runs.
One workflow, then the rest
We build the highest-cost workflow first, prove it in days, then connect the ones around it.
Get more of the right conversations started.
Research, outreach, and the pages campaigns land on — all running before anyone on your team clocks in.
Outbound research & personalization
Every account researched and every message drafted before a rep opens a tab.
- Researches each account for a live angle
- Drafts email and LinkedIn in your voice
- Routes every sequence for human approval
Campaign landing pages
A dedicated page for every offer, segment, and industry — no design queue, no dev ticket.
Close the deals you already have.
The admin between a good call and a signed contract, handled while your reps stay in front of buyers.
Call notes into CRM and follow-up
The call ends, the record updates, and the follow-up is already written.
- Logs notes, next steps, and deal fields
- Drafts the follow-up in your rep's tone
- Flags the deals that have gone quiet
Proposals and SOWs
Sales notes in, an on-brand proposal out — same day, not next week.
- Assembles from approved templates
- Tailors scope, pricing, and outcomes
- Returns a draft ready for review
CRM cleanup and enrichment
Duplicates merged, blank fields filled, leads scored and routed to an owner.
Weekly revenue reporting
Pipeline, funnel, and spend pulled from every tool into one brief leadership actually reads.
Say it once. Ship it everywhere.
The publishing and market-watching work that always slips when the quarter gets busy.
Webinar and call repurposing
One recording becomes a month of posts, emails, blog sections, and clips.
- Pulls the ideas worth amplifying
- Writes every asset in your voice
- Hands over a set ready to schedule
Founder thought leadership
Talk for five minutes on the commute; publish for the rest of the week.
Competitor tracking
Messaging, pricing, product, and hiring moves watched and summarised for you.
Sales collateral on demand
One-pagers, decks, and battlecards generated per deal and per segment — built to order alongside another system.
Have a workflow eating your week?
Tell us the problem on a 30-minute call. We'll show you the system that automates it and what it takes to build.