Nothing slips through. Every signal, caught and logged.
Automation is the backbone that catches every signal from both marketing and lead gen, and turns it into a CRM-ready SQL in minutes, not days.
Stop running your stack by hand.
Every tool an island. Someone has to remember to check.
Workflow Automation
We build the automation layer that connects your entire GTM stack. Triggers fire the moment a prospect hits a signal, leads route to the right rep, and follow-ups happen without anyone remembering to send them.
- Triggers fire the moment a prospect hits a buying signal
- Every tool in your stack connected, not siloed
- Built in Zapier, Make, or n8n depending on complexity
- Monitored so a broken step gets caught, not missed
CRM Sequencing
Outreach sequences, task creation, and lead routing built inside HubSpot, Salesforce, or your CRM of choice. Every prospect entering your funnel gets the right touchpoint at the right time, automatically.
- Sequences built inside HubSpot, Salesforce, or your CRM
- Tasks created automatically so nothing waits on a rep
- Routing rules matched to territory, size, or ICP tier
- Every touchpoint logged back to the record
- Email 1 sent
- Task created
- Email 2 queued
- Call reminder set
Lead Enrichment
Automated enrichment via Clay, Apollo, and Reachfast. Every new lead is instantly augmented with verified contact info, company data, and ICP-match scoring before any human touches it.
- Verified email, phone, and firmographic data appended
- ICP-match scoring applied before a rep opens the record
- Duplicate and stale records cleaned on a schedule
- Runs across Clay, Apollo, and Reachfast as needed
- Email verified
- Phone verified
- Company size added
- ICP score assigned
Reporting & Attribution
Real-time dashboards that map pipeline to source, outreach to close, and activity to revenue. Weekly cadence reports for leadership, with on-demand visibility into what's working and what's not.
- Pipeline mapped back to source: channel, campaign, and rep
- Weekly cadence reports delivered to leadership automatically
- Dashboards live in your CRM or a shared view
- Built once, then maintained as your funnel changes
