By role: Heads of sales and RevOps
RevOps automation for the person who owns the number.
You are measured on pipeline, conversion and forecast accuracy, and all three depend on a CRM nobody wants to update. We make the CRM update itself and put the follow-ups on rails.
- First workflow live
- Inbound lead response, usually inside the first sprint
- Usually owned by
- Heads of sales and sales directors
- Built on
- HubSpot, Pipedrive, Attio
- Judged on
- Speed to lead and Manual CRM entry
In short
RevOps automation keeps the CRM current from email, calls and forms without manual entry, answers and routes inbound leads in minutes, and runs follow-up sequences from deal events. SBD builds it on the CRM you already use, with AI qualification behind a review step, from a $500 audit credited to the build.
Who this is for
Who you work with to get this done.
- Heads of sales and sales directors
- RevOps and sales operations leads
- Founders who still run the pipeline
- Growth leads responsible for inbound
Is this you?
If three of these sound like your week, this page is about your week.
- Your forecast changes after the reps update the CRM
- Inbound leads wait hours for a first reply
- Pipeline reporting is rebuilt in a sheet
- Reps keep their real notes outside the CRM
- Won deals reach onboarding by forwarded email
What it costs today
Where heads of sales and RevOps loses the hours.
The CRM is only as good as the last update
Reps sell rather than type, so stages are stale and the forecast is a conversation, not a report.
Inbound leads wait
Forms land in an inbox, someone looks them up by hand, and the first reply goes out hours later.
Hand-offs drop deals
Marketing to sales, sales to onboarding, each hand-off is an email, and some never arrive.
Your stack grew one tool at a time
Enrichment, sequencing, calling and reporting tools that do not talk to each other, each with its own version of the contact.
For heads of sales
A pipeline you can forecast from on a Monday.
Bring your CRM and your last ten inbound leads. We will show you where time was lost between enquiry and reply, and what fixing it costs.
Review my pipeline
By company size
Heads of sales and RevOps at 10 people, and at 1,000.
- 11 to 50
Two or three reps, a CRM half used, and the founder still forwarding leads.
- 51 to 200
A sales team, a marketing team and a hand-off between them that loses leads.
- 201 to 1,000
Several teams and tools, and a forecast that depends on who updated what before the meeting.
What we build
What we build for heads of sales and RevOps teams.
- 01
A CRM that updates itself
Emails, meetings and form fills written to the right record, with stage changes suggested from activity and confirmed by the rep.
- 02
Speed to lead
Inbound enquiries enriched, scored and answered in minutes, with qualified leads routed to the right rep and a review queue for the unclear ones.
- 03
Hand-offs with no gaps
Closed deals create onboarding records, tasks and welcome messages automatically, with the context the next team needs.
- 04
Pipeline reporting you can forecast from
Conversion by stage, deal age and source performance read live from the CRM, not rebuilt in a sheet on Friday.
The workflows
The heads of sales and RevOps workflows, and what sets each one off.
- 01 Inbound lead response
When a form or email enquiry arrives
ThenEnriched, scored, answered and routed to a rep
- 02 CRM activity capture
When an email or meeting with a contact
ThenLogged to the record, next step suggested
- 03 Stale deal alert
When a deal goes quiet past its threshold
ThenThe owner reminded, with a draft follow-up
- 04 Closed-won hand-off
When a deal is marked won
ThenOnboarding record, tasks and welcome message created
- 05 Weekly pipeline report
When each Monday
ThenConversion, deal age and source summarised from the CRM
The numbers we move
How a heads of sales and RevOps build is judged.
Every build has a number written into the blueprint. These are the ones heads of sales and RevOps builds are measured by, and how we measure them.
| Metric | Before | After | How it is measured |
|---|---|---|---|
| Speed to lead | Baseline from CRM timestamps | Tracked per lead | Median time from enquiry received to first reply |
| Manual CRM entry | Counted in the audit | Tracked after go-live | Fields typed by reps per deal, sampled weekly |
| Stale deals | Found in pipeline review | Flagged daily | Open deals with no activity past a set number of days |
| Hand-off completeness | Checked by asking | Logged on every deal | Closed deals with an onboarding record created within one day |
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
AI outbound sales platform
An AI outbound platform built for IntellReach AI that writes personalised emails, runs sequences and hands interested prospects to a person, the pattern we bring to outbound pipelines.
Read the story - Customer story
Enquiry and quotation platform on SAP
Enquiries turned into reviewed quotations from live pricing for a distributor, the pattern behind faster quote turnaround.
Read the story
How it starts
An audit of the heads of 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.
- Buying lists or sending unsolicited bulk email.
- Replacing your sales team with bots.
- Commission plan design. We can automate the calculation once the plan is set.
Terms, defined
Heads of sales and RevOps terms, in plain English.
- Speed to lead
- The time between an enquiry arriving and the first meaningful reply.
- RevOps
- Revenue operations: the systems, data and processes behind marketing, sales and customer success, run as one.
- Enrichment
- Adding company and contact details to a lead from outside sources so it can be scored and routed.
Questions
What people ask about heads of sales and RevOps automation.
Do we need to change CRM?
Usually not. We build on HubSpot, Pipedrive, Attio and others. If the CRM is the problem, the audit will say so with a reason.
Will AI write to prospects without anyone checking?
Only within limits you set. Routine replies can send automatically; anything outside the rules goes to a rep to approve first.
How do reps feel about it?
Most of what we remove is typing they did not want to do. We build with one or two reps in the loop so the result fits how they sell.
How quickly does it go live?
Lead capture and response is usually the first sprint, running within two weeks. CRM auto-updates and reporting follow.
What does it cost?
The audit is $500, credited to the build. Builds start at $2,500 at a fixed price and most land between $5,000 and $15,000.
Reading
- Systems
Stop building Zaps. Start building agents.
Fifty disconnected automations are a liability, not a system. How to move from triggers and actions to agents that hold state and handle exceptions.
- 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. Our rule: read widely, write narrowly, cap spend, escalate.
- Strategy
Does an AI agent still need Zapier?
A widely shared post argues agents will take Zapier to zero. We run both daily. Where the argument is right, where it is wrong, and what we use for each job.
Related
- Function
Sales and RevOps
Reply to every lead in minutes, keep the CRM right without typing, and hand won deals over with nothing missing.
- Function
Marketing
Send the right message because something happened, keep every list honest, and see which spend turned into revenue.
- Industry
SaaS
Act on product usage, onboard without a spreadsheet, recover failed payments, give support the account on the ticket, and report revenue from live data.
- Role
Founders and CEOs
If every answer runs through you, the business is capped at your hours. We put the routine work into systems your team owns, so you can spend the week on what only you can do.
- Role
CFOs and finance directors
You want the close faster, the numbers trusted and every spend justified. We give you a fixed price per fix, an audit trail on every step, and approvals that stay with people.
By role: COOs and heads of operations, CFOs and finance directors, Founders and CEOs, Heads of customer support, CIOs and IT leads, HR and people leads, Marketing leads
Heads of sales and RevOps
Get the heads of sales and RevOps hours back.
Bring the one heads of 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