By function: Sales and RevOps
Sales and RevOps automation
Reply to every lead in minutes, keep the CRM right without typing, and hand won deals over with nothing missing.
- First workflow live
- Lead enrichment and scoring, usually inside the first sprint
- Usually owned by
- Founders still doing the selling
- Built on
- HubSpot, Pipedrive, Attio
- Judged on
- Speed to lead and CRM completeness
In short
Sales automation reads every inbound lead, enriches it, scores it against your ideal customer profile and writes the CRM record, so a rep sees a qualified lead with context and a drafted first reply within minutes. SBD builds this around the CRM you run, with a review queue for anything the system is unsure about.
Who this is for
The people who usually own sales and RevOps.
- Founders still doing the selling
- Sales leads with 2 to 20 reps
- RevOps or the one person who owns the CRM
- Marketing teams handing leads to sales
Is this you?
If three of these sound like your week, this page is about your team.
- Leads wait more than an hour for a first reply
- Nobody can say how many leads came in last week without an export
- Reps spend more time typing than talking
- Delivery finds out about a won deal from an email forward
- The best rep is also the only one whose CRM is right
What it costs today
Where sales and RevOps loses the hours.
Leads go cold before anyone replies
Enquiries arrive by form, email and social message, and the first reply waits for a person to notice. The best leads are the ones that buy from whoever answered first.
The CRM is typed, so the CRM is wrong
Reps enter what they remember, when they remember. Pipeline reports are built on records that are days old and half complete.
Hot and cold leads look the same
Without scoring, the team works the list top to bottom. A ready buyer and a student project get the same attention.
Won deals are handed over by forwarding an email
Delivery asks sales for details that are already in the CRM, and the customer repeats themselves in week one.
For sales teams
Reply first. Every time.
Your reps should be on calls, not typing into the CRM. Bring the lead flow you have now and we will show you what the first five minutes could look like.
Show us your lead flow
By company size
Sales and RevOps at 10 people, and at 1,000.
- 1 to 10
The founder replies to leads between everything else, so the reply comes at 11 pm or not at all.
- 11 to 50
Two or three reps, one CRM nobody updates the same way, and no agreed definition of a qualified lead.
- 51 to 200
Leads routed by hand, SDRs spending half the day enriching, and pipeline reports built from stale records.
- 201 to 1,000
Several teams, several regions, and a handoff to delivery that loses context every time.
What we build
What we build for sales and RevOps teams.
- 01
Lead enrichment and scoring
Every lead enriched from the company site and public data, scored against your profile with a confidence figure, and routed to the right owner. Low confidence goes to a person, not a guess.
- 02
First reply in minutes
A drafted reply from your templates and the lead's own words, sent automatically above a confidence line or queued for one-click approval below it.
- 03
CRM that writes itself
Calls, emails, bookings and form answers logged against the right record without a rep typing. Duplicates merged on the way in.
- 04
Closed-won to delivery handoff
A stage change creates the project, the folder, the kickoff task and the welcome message, with contact, company and custom fields attached.
The workflows
The sales and RevOps workflows, and what sets each one off.
- 01 Lead enrichment and scoring
When a lead arrives from a form, inbox or social message
ThenEnriched, scored, written to the CRM, routed to an owner
- 02 First reply in minutes
When a lead scores above the line
ThenA drafted reply sent from your templates, or queued for one-click approval
- 03 CRM hygiene
When a call, booking or email happens
ThenLogged on the right record, duplicates merged, fields filled
- 04 Closed-won handoff
When a deal moves to won
ThenProject, folder, kickoff task and welcome message created with everything attached
- 05 Stalled deal nudges
When a deal sits in a stage past its limit
ThenOwner nudged with the deal context, manager digest on Friday
The numbers we move
How a sales and RevOps build is judged.
Every build has a number written into the blueprint. These are the ones sales and RevOps builds are measured by, and how we measure them.
| Metric | Before | After | How it is measured |
|---|---|---|---|
| Speed to lead | Hours to days | Under 5 minutes | Time from form or email to first reply, logged per lead |
| CRM completeness | Reps fill what they remember | Every record has company, size, source and stage | Required fields populated by the system, checked nightly |
| Qualified share worked | All leads, top to bottom | Reps work the top third first | Score above threshold versus total, per week |
| Handoff gaps | Delivery asks sales for details | Zero follow-up questions in week one | Count of clarification messages per won deal |
Built on
The tools you already run, where we can.
Every tool we connect has its own page in the integrations directory.
Proof
Proof from builds like this.
- Customer story
Lead enrichment and sales automation
Manual CRM entry down by about 90% and first reply under three minutes, with an AI qualification step and a review queue.
Read the story - Customer story
Automated cashback and loyalty system
Rules-driven cashback and loyalty payouts that lifted repeat sales for an industrial manufacturer.
Read the story
How it starts
An audit of the sales and RevOps work your team still does by hand.
One to two weeks. We map the workflows, put an hours-a-week figure on each, and give you a costed blueprint in order of payback. The audit is credited in full to the build.
- Week 1 to 2Audit. We sit with the people who do the work and map it.
- Week 3Blueprint. Fixed scope, fixed price, the first build chosen by payback.
- Week 4 onBuild in two-week sprints, working software every second Friday.
- After go-liveSixty days of hypercare, then a care plan or run it yourself.
What this does not do
So the scope is clear before the call.
- Cold outbound at volume. We build the plumbing for inbound and the handoff, not a sequencer for cold lists.
- Replacing reps. The system takes the typing and the sorting, not the conversation.
Terms, defined
Sales and RevOps terms, in plain English.
- Speed to lead
- The time between a lead arriving and the first human-quality reply. Under five minutes converts several times better than under an hour.
- Lead scoring
- A number from 0 to 100 that says how closely a lead matches the customers you win, with a confidence figure beside it.
- Closed-won handoff
- Everything delivery needs, created automatically the moment a deal is marked won.
Questions
What people ask about sales and RevOps automation.
Will the system email our leads without a person?
Only above a confidence line you set, and only from your templates. Below it, a rep approves with one click. Most teams widen the line after a few weeks of seeing it be right.
We have a messy CRM. Does that matter?
Yes, and it is usually the first sprint. Duplicate contacts and inconsistent fields break any automation. We clean and lock the fields before wiring anything.
Does this replace our SDRs?
It takes the typing, the sorting and the first reply. Reps keep the conversations and the judgement. Teams usually redeploy hours rather than people.
Reading
- Operations
Who noticed when the workflow stopped?
Most automation failures are silent. The run shows green, the trigger is armed, and nothing happens for six weeks. How silent failure works in Zapier and n8n, what it costs, and the four checks we put on every build.
- Systems
How much should an AI agent be allowed to do?
An agent with an unscoped token dropped a production database and its backups in nine seconds. The permission model we use for every agent: read widely, write narrowly, spend with a cap, and escalate when unsure.
Related
- Function
Customer support
Answer the same question once, put the order on the ticket, and let people handle the conversations that need a person.
- Function
Operations
The order moves through the business without anyone re-typing it, and everyone who needs to know, knows.
- Industry
Consulting and agencies
Onboarding that runs on the signature, reporting that assembles itself, proposals built rather than rewritten, and the firm's knowledge answerable. Billable people do billable work.
By function: Back office, Finance and accounting, Compliance and risk, Customer support, Operations, Marketing, HR and people, IT, Leadership
Sales and RevOps
Get the sales and RevOps hours back.
Bring the one sales and RevOps workflow your team still runs by hand. You leave the call with a yes or no on fit and the first thing we would build.
Book the call